Charitable Planning Financial Planner Investing 
Nerd's Eye View
JULY 25, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Charles Schwab's annual RIA benchmarking study found that median firm AUM increased 16.6% in 2024 , with revenue up by 17.6%. net organic growth and larger firms seeing 5.0%
Robert B. Ritter Jr.
JANUARY 31, 2022
estate planning has escaped the tax bombs Democrats wanted to drop. With Joe Biden’s Build Back Better (BBB) collapsed, it’s back to rational planning concepts, like the intentionally defective […]. It looks like U.S.
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Robert B. Ritter Jr.
MAY 30, 2022
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the Loan-Based Split-dollar System and Wealthy and Wise®) Blog #221 follows up on Blog #220, which described coupling Premium Financing with Wealthy and Wise® to produce a powerful wealth planning concept called “Zero Estate Tax.”
Envision Wealth Planning
MARCH 2, 2022
Believe it or not, what most people get when it comes to creating the traditional financial plan is someone else’s idea of what your values should be! Unfortunately, financial planning has been way out of reach for many Americans. Once I had money, I could then decide to be charitable!
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