MainStreet Financial Planning

JANUARY 31, 2024

In the vast world of financial services, it’s crucial to distinguish between legitimate businesses and those seeking to exploit unsuspecting individuals. MainStreet Financial Planning , Inc. wants to address a recent issue that has come to our attention, confusing our valued clients and potential customers.

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Financial Planning Planning Tax Planning Commission 52

FMG

OCTOBER 6, 2022

Since building strong relationships is a core element of providing financial advice, a financial advisor CRM ( c lient r elationship m anagement) system may be the most essential technology tool available for financial advisory firms. The average advisor serves 156 clients. What is CRM? What are some advantages of a CRM?

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

Prosperity Coaching

MAY 20, 2022

Financial Advisors Selling to Corporate Executives: Financial services are a diverse field because clients can range from blue-collar workers to high-income earners, all with vastly different needs. Read here: This is my 4th post in The Financial Advisor Ideal Client Blog Post Series: How to attract your ideal clients.

Financial Advisor 52

Financial Advisor Financial Services Clients Compensation Planning 52

WiserAdvisor

MARCH 13, 2024

With proper planning and professional advice, you can enjoy a secure and fulfilling retirement while effectively managing your healthcare costs and ensuring peace of mind for the future. Pillar 3: Tax planning Tax planning is indispensable for optimizing your retirement finances and safeguarding your wealth for the future.

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Retirement Planning Retirement Planning Estate Planning 105

Sara Grillo

MARCH 22, 2024

California Kelly Nilsson Brava Financial Chris Randall www.axiscapmanagement.com Flat-fee monthly subscription based financial planning for millennials and first-time investors. James Schwarz www.ClearRetirementAdvice.com Flat fee; to be more precise — Equal Flat Fee (every client pays the same amount).

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

International College of Financial Planning

JUNE 30, 2022

The wealth manager offers advisory services or multiple products, including mortgages, retirement plans, stock options, tax planning, bonds and real estate investment. Advisors work closely with clients and modify portfolios depending on circumstances. . Do check their track record with their clients.

Wealth Management 52

Wealth Management Management Financial Planner Tax Planning 52

eMoney Advisor

FEBRUARY 16, 2023

There’s nothing quite like the flurry of excitement and activity around onboarding a new client and getting started on their financial plan. This can be a tricky time and it’s tempting to think about adding services to your practice to help the client see your value.

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Financial Planning Clients Planning Estate Planning 75

The Big Picture

OCTOBER 19, 2022

We’re owned by our clients. So let’s talk a little bit about the Advisor Services Division. What exactly does it do, and what sort of clients and customers are you working with? So adviser charges for the advice that they provide to clients and that pays the bills. It’s got such a sense of purpose.

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Financial Advisor Clients Taxes Investing 277

Inside Information

JUNE 28, 2022

People my age, who I grew up with in the business, the one-time rebels in the financial services community who bravely, boldly created the planning profession out of a dysfunctional sales culture, have gradually become obstacles to change in their own firms.

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Clients Financial Services Retirement Planning Estate Planning 40

Robert B. Ritter Jr.

APRIL 30, 2022

The post Blog #220: Testing Financial Tolerance™ for Zero Estate Tax Using InsMark’s Premium Financing and Wealthy and Wise first appeared on Bob Ritter's Blog, ideas for financial service professionals.

Financial Services 40

Financial Services Taxes Planning Clients 40

WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. Below are the different kinds of financial advisors you may choose from: 1.

Financial Advisor 52

Financial Advisor Financial Planner Wealth Management Portfolio Management 52

Fortune Financial

SEPTEMBER 25, 2023

They have passed a series of exams and have a deep understanding of financial markets, investment strategies and portfolio management. Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting. Retirement Planning Retirement planning is a primary focus for many clients.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Inside Information

JULY 28, 2023

In the financial services world, I’m hearing stories that sound eerily similar. Why can’t advisors work with 200 clients instead of 75? Of course, the people asking these questions have never actually worked with a client, and they don’t really understand the ripple effects of their budget cuts. NEW services?

Clients 40

Clients Budgeting Engineering Numbers 40

WiserAdvisor

FEBRUARY 19, 2024

Blind Spot 10: Poor tax planning Poor tax planning can be a blind spot in retirement that can have significant repercussions on your lifestyle. Therefore, it is essential to implement strategic tax planning strategies that optimize your tax situation and preserve the value of your retirement savings.

Retirement 66

Retirement Retirement Planning Healthcare Estate Planning 66

Fortune Financial

SEPTEMBER 25, 2023

They have passed a series of exams and have a deep understanding of financial markets, investment strategies and portfolio management. Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting. Retirement Planning Retirement planning is a primary focus for many clients.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Harness Wealth

MAY 25, 2023

The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Besides the fees paid by clients, fee-based advisors may also receive commissions on certain financial products they sell.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

WiserAdvisor

JULY 24, 2022

If you are a high-net-worth individual and wish to learn about wealth preservation, tax-saving strategies, and management of large estates; engage the services of a wealth advisor who can advise you on the same. Keep reading to know more about the financial planning process for high-net-worth individuals and how it can benefit you: 1.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

WiserAdvisor

OCTOBER 11, 2022

While these can be avoided, there is another cash outflow that can considerably lower your savings and returns and is also hard to avoid – tax. Tax planning is essential. Tax is charged on every penny you earn. 248,300 base tax + 39% on the taxable amount. 345,800 base tax + 40% on the taxable amount.

Financial Planning 80

Financial Planning Accounting Taxes Planning 80

WiserAdvisor

OCTOBER 4, 2022

Retirement planning can be a bit complex. There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession planning, tax planning, and more. However, the main drawback to this can be the lack of foresight regarding what and how to plan.

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Budgeting Retirement Healthcare Food 102

Harness Wealth

MARCH 17, 2023

An Introduction to DeFi Decentralized Finance (DeFi) is a rapidly evolving space, offering blockchain-based financial applications that enable individuals and businesses to access various financial services, including lending, borrowing, trading, and earning interest without traditional financial institutions as intermediaries.

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Taxes Government Assets Accounting 59

The Big Picture

OCTOBER 3, 2023

Goldman had clients on the other side. They were trying to make their clients a ahead price and get hedged, and they were gonna walk away from the trade. It allowed me to build some new, a new business allowed, it allowed me and Goldman to expand into a lot of new markets where there was huge business opportunities for our clients.

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Taxes Banking Clients Management 271

WiserAdvisor

DECEMBER 29, 2022

You can also use strategies like tax loss harvesting to use your investment losses in a year to offset your taxes. Additionally, lifetime gift exemptions, holding on to your investments in favor of long-term capital gains tax, etc., can help you with tax planning.

Financial Advisor 52

Financial Advisor Taxes Financial Planning Education 52

Brown Advisory

JUNE 28, 2017

Given what we know and don’t know about potential revisions to the tax rules, how are you framing this issue for clients today? First, we think it is, generally speaking, important to advise clients against acting in anticipation of any proposed, but not yet enacted, tax provision. This is a really big problem.”

Taxes 52

Taxes Economy Clients Government 52

Brown Advisory

JUNE 28, 2017

Given what we know and don’t know about potential revisions to the tax rules, how are you framing this issue for clients today? First, we think it is, generally speaking, important to advise clients against acting in anticipation of any proposed, but not yet enacted, tax provision. This is a really big problem.”.

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Taxes Economy Clients Government 52