WiserAdvisor

FEBRUARY 19, 2024

Blind Spot 3: Inadequate estate planning In today’s age, where 60 is the new 50 and people are more active and health-conscious than ever before, it is common to think that estate planning can wait. Life is inherently unpredictable, and unanticipated circumstances can arise at any moment.

Retirement 66

Retirement Retirement Planning Healthcare Estate Planning 66

WiserAdvisor

NOVEMBER 14, 2023

By utilizing tax-advantaged retirement accounts such as IRAs, 401(k)s, or pension plans, individuals can significantly reduce their tax burden both before and after retirement. Moreover, strategic retirement planning includes aspects of estate planning, which can have complex tax implications.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

Brown Advisory

SEPTEMBER 1, 2015

Richard Gamper, Strategic Planning Analyst, Brown Advisory. . Such protection can be a cornerstone for sound estate planning. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Food 52

Food Portfolio Management Sales Asset Allocation 52

Midstream Marketing

AUGUST 13, 2024

Key Highlights A good marketing plan is important for financial advisors. It helps them find ideal clients, build trust, and grow their business. This guide shows key strategies to build a financial advisor marketing plan. Introduction In financial services, finding the right clients requires a smart marketing plan.

Financial Market 52

Financial Market Planning Marketing Marketing 52

WiserAdvisor

APRIL 4, 2025

AI offers automation, and this automated financial planning helps firms eliminate manual tasks like drafting emails and organizing client meet-ups. This ultimately allows financial advisors and wealth managers to focus more on the clients needs with strategic planning and personalized wealth management.

Wealth Management 40

Wealth Management Management Financial Advisor Financial Planning 40

Brown Advisory

OCTOBER 12, 2023

Updating the Estate Plan: The prenuptial agreement also addresses each spouse’s disposition of assets on death and sets the “floor” of what each spouse must leave the other. Plan early, plan wisely, and prenuptial planning can help contribute to a happy marriage as well as a better outcome should that marriage come to an end.

Planning 52

Planning Estate Planning Strategic Planning Clients 52

Brown Advisory

JULY 28, 2022

Estate Plan: The prenuptial agreement also addresses each spouse’s disposition of assets on death and sets the “floor” of what each spouse must leave the other. In all cases, we believe that thoughtful and careful estate planning in conjunction a prenuptial agreement is best way to safeguard family assets.

Planning 52

Planning Estate Planning Strategic Planning Distribution 52

Brown Advisory

NOVEMBER 19, 2020

2020 Year-End Planning Letter. Each year, we send a letter to clients to help guide year-end planning discussions and to offer ideas for consideration with their other advisors. Our goal, as always, is to stay on track to deliver the long-term outcomes that each client seeks. Thu, 11/19/2020 - 08:44.

Planning 52

Planning Clients Taxes Assets 52

Brown Advisory

DECEMBER 1, 2023

2023 Year-End Planning Letter: Reflections and Perspectives ajackson Fri, 12/01/2023 - 08:06 The end of the calendar year is always a good time to reflect—about the past and what it might mean and about the future and what our best path forward might be. What does this “great wealth transfer” mean for our clients and their descendants?

Planning 52

Planning Strategic Planning Taxes Clients 52