WiserAdvisor

APRIL 19, 2024

While a financial plan focuses on managing your finances during your lifetime, an estate plan is essential for determining the fate of your assets after you pass away. Estate planning involves the transfer of your assets to your heirs in the event of your passing.

Estate Planning 45

Estate Planning Planning Distribution Accounting 45

Wealth Management

JUNE 11, 2025

Today, women aren’t just beneficiaries; they’re trustees, fiduciaries and stewards of complex estate plans often involving multigenerational wealth. Even the most meticulously crafted estate plans can unravel without clear communication, legal clarity, guidance and an understanding of the underlying family dynamics.

Estate Planning 224

Estate Planning Planning Wealth Management Fiduciary Duty 224

Midstream Marketing

OCTOBER 30, 2024

Think about these factors: The age, job, and income of people Financial needs such as planning for retirement, managing investments, and estate planning Their values and preferences To make a better referral program, it’s important to understand your ideal client. Learn what they like and what rewards they want.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

WiserAdvisor

FEBRUARY 21, 2023

Encourage the elderly to designate a trusted individual to act as their agent Older adults may require someone to carry out some tasks on their behalf in the event that they become incapacitated. Help the elderly with estate planning Estate planning is an integral component of financial advice for seniors.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Midstream Marketing

DECEMBER 10, 2024

Another way is to collect business cards at events. You might have a webinar about planning for retirement, easy investments for beginners, or key estate planning tips. A great way for financial advisors to build strong relationships and get referrals is by knowing their community and networking.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Harness Wealth

APRIL 17, 2025

To protect yourself in the event of an audit, maintaining thorough documentation is essential. Some meal expenses can qualify for 100% deductibility under specific circumstances, such as company-wide events, or meals provided for the convenience of employees during overtime work, or staff meetings.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Indigo Marketing Agency

AUGUST 22, 2024

Financial decisions are often tied to significant life events which can be a source of uncertainty, and anxiety. Communicate Regularly and Effectively One of the most impactful client retention strategies for financial advisors is regular and effective communication.

Financial Advisor 52

Financial Advisor Clients Communication Education 52

Harness Wealth

APRIL 16, 2025

This flexibility allows for more sophisticated estate planning strategies and continued tax-free growth throughout retirement. When unforeseen events created challengeslike significant market downturns, sudden financial hardships, or changes affecting the ability to pay tax liabilitiesrecharacterization offered a way out.

Taxes 52

Taxes Retirement Retirement Planning Distribution 52

eMoney Advisor

FEBRUARY 9, 2023

Financial Planning Needs: Retirement planning Education and family planning Obtaining appropriate insurance coverage Business and tax planning Significant asset purchases Strategies for Serving Clients in This Stage: Clients at this stage are experiencing life events — both large and small — that will impact their financial planning needs.

Financial Planning 95

Financial Planning Clients Planning Education 95

Midstream Marketing

NOVEMBER 6, 2024

Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning? Tax Planning: Help clients learn smart tax strategies. Discuss estate planning and how financial decisions can impact taxes. You should plan your content before time.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

International College of Financial Planning

APRIL 20, 2022

Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Becoming a financial planner requires an understanding of the financial markets, investment strategies, and the ability to communicate with clients.

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

WiserAdvisor

JULY 25, 2023

A financial advisor possesses a deep understanding of complex financial concepts and can help you navigate the intricacies of investing, retirement planning, debt management, estate planning, succession planning, tax optimization, and more. For instance, you may discuss estate planning.

Financial Advisor 52

Financial Advisor Communication Portfolio Financial Planning 52

FMG

JULY 14, 2022

While many firms offer investment and financial planning, we go the extra mile by offering tax planning and advice, as well as business consulting and insurance and estate planning, just to name a few. We had to quickly learn how to adapt to new ways of communicating with clients and with each other as a team.

Wealth Advisor 52

Wealth Advisor Financial Advisor Media Clients 52

eMoney Advisor

MARCH 23, 2023

Standardize the use of a portal in your service offering—it helps to educate clients on how to use it—to streamline communication and build engagement with the plan. Clients who are tuned into their portal are likely to be more open to holistic planning when they are more invested in planning outcomes and can see its impact.

Financial Planning 69

Financial Planning Planning Clients Estate Planning 69

Brown Advisory

DECEMBER 2, 2015

It also encompasses intended lifestyle, charitable giving, retirement and estate planning, and liabilities, including anticipated costs for health care. During times of market volatility, such long-term planning enables clients to shake off an impulse to sell. Ensuring Legacies Last. By Joe Ferlise, Strategic Advisor.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Clever Girl Finance

SEPTEMBER 7, 2023

” Allocate a specific amount of money each month to this fund so that you’re prepared financially when these events come knocking. Involving your children in family budgeting fosters financial literacy and open communication about money matters from an early age. These goals are all about securing your future.

Budgeting 98

Budgeting Transportation Medical Insurance 98

Harness Wealth

JUNE 5, 2024

These clients value tax planning to help them understand how taxes fit into their decision making process when deciding how and when to exercise their options and planning for eventual liquidity events. Gabe helps facilitate client communications, set up introduction calls, and manage tax engagements through the client portal.

Taxes 64

Taxes Clients Planning Tax Planning 64

The Big Picture

SEPTEMBER 12, 2022

They had a big liquidity event. BITTERLY MICHELL: And so, you start to learn things like, well, so how do you say call option, how do you say puts — so as I was like chatting with different people or communicating with different people on — on Bloomberg, let’s say, I would then, you know, put — what are they saying?

Clients 299

Clients Wealth Management Banking Investments 299

WiserAdvisor

NOVEMBER 4, 2022

Therefore, it is vital for couples to communicate and make decisions together on financial matters. If you get divorced or in the unfortunate event of your spouse’s demise, your personal financial wishes and goals should not be compromised. They can also help with debt management, retirement planning, estate planning, and more.

Financial Planning 93

Financial Planning Planning Taxes Financial Advisor 93

WiserAdvisor

AUGUST 8, 2022

If the professional has too many clients, they might not have enough time to attend to your needs, especially if you want round-the-clock communication. Having a transparent chain of communication is vital, so you may benefit from hiring someone who is easily accessible and welcomes your thoughts and queries.

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

Gen Y Planning

FEBRUARY 1, 2023

Our generation has lived through some of modern history’s most monumental economic and social events. Everyone has unique stressors, but the most common are saving money, managing debt, and planning for retirement. Generation Y has, for lack of a better term, “been through it.” The result? Stress, and for some, lots of it.

Financial Planning 52

Financial Planning Retirement Financial Advisor Planning 52

Brown Advisory

NOVEMBER 1, 2019

Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. You can find our annual planning checklist at the end of this article. It is important to evaluate near- and long- term planning options annually—each year can bring different opportunities.

Planning 52

Planning Taxes Clients Assets 52

Clever Girl Finance

JULY 16, 2023

In cases like these, outside counsel can help you navigate money worries and major life events. This person must pass an exam and complete coursework related to financial planning, and they are also a fiduciary , meaning they put the client’s best interest and financial needs first. How does communication work?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

In cases like these, outside counsel can help you navigate money worries and major life events. This person must pass an exam and complete coursework related to financial planning, and they are also a fiduciary , meaning they put the client’s best interest and financial needs first. How does communication work?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

FMG

OCTOBER 5, 2023

Spice Packages From Spiceology When it comes to gifting, we are all about thinking outside the box, so this client gift idea from Amanda Singletary, MBA , Marketing Manager at Cary Estate Planning , is excellent. Spiceology is a spice company based out of Spokane, Washington.

Clients 52

Clients CFP Financial Advisor Wealth Advisor 52

WiserAdvisor

APRIL 12, 2024

This may include topics such as retirement income planning, asset allocation strategies, healthcare costs, long-term care costs, withdrawal strategies, tax minimization, and estate planning considerations. Transparent communication about your availability and capacity is also paramount in managing client expectations.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Brown Advisory

MAY 4, 2020

We regularly provide development-related content to the client for inclusion in the newsletter, authored by our colleagues from our Strategic Advisory team and leveraging their expertise in tax and estate planning and the use of trusts. This has minimized the amount of administrative touchpoints for the client on a given day.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

SEPTEMBER 4, 2019

We regularly provide development-related content to the client for inclusion in the newsletter, authored by our colleagues from our Strategic Advisory team and leveraging their expertise in tax and estate planning and the use of trusts. This has minimized the amount of administrative touchpoints for the client on a given day.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Midstream Marketing

AUGUST 13, 2024

You can also hold client appreciation events to reward their loyalty. Spending money on a strong marketing plan is not just a cost; it is a wise choice for your practice’s future. When you plan your budget, think about different costs. A good marketing plan can be very helpful. Marketing is not just a single event.

Financial Market 52

Financial Market Planning Marketing Marketing 52

Brown Advisory

DECEMBER 4, 2017

The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results.

Planning 52

Planning Taxes Clients Tax Planning 52

Brown Advisory

NOVEMBER 12, 2015

Of course, any of these strategies should be considered within the context of your specific circumstances, and all of these suggestions should be revisited in the event that any new tax laws are enacted. These views are not intended to be a forecast of future events or a guarantee of future results. Income Taxes.

Planning 52

Planning Taxes Distribution Medical 52

Carson Wealth

JUNE 29, 2022

There were hard feelings — a lot of wondering why her parents had skipped her in their estate planning. . Not talking to your family about your estate plan has the potential to create chaos and make your family feel unprepared. . Your Estate Plan and Picking Powers of Attorney. At the minimum, share: .

Estate Planning 52

Estate Planning Planning Communication Healthcare 52

WiserAdvisor

JUNE 6, 2023

However, given the high value of wealth, it becomes all the more critical for high-net-worth individuals to plan their finances optimally. Estate planning is one of the key components of financial planning these individuals need to focus on. This makes asset protection a significant concern. in their work endeavors.

Estate Planning 40

Estate Planning Planning Taxes Insurance 40

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. In addition, these views may not be relied upon as investment advice.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review. A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. Adopting a program of planning early, and monitoring that program, often brings the best results.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Zajac Group

NOVEMBER 7, 2024

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. For average earners or those with modest-sized estates, doing so will not create a federal estate tax event for their estate or inheritors.

Planning 52

Planning Estate Planning Taxes Assets 52

Good Financial Cents

MARCH 30, 2023

Types of Family Trusts To make estate planning a bit more confusing , there are different types of revocable trusts. Limitation of exposure to estate taxes , as part of a proper estate planning process. FYI- the initial trustee is almost always (99.99%) the grantor/settlor of that trust.

Estate Planning 111

Estate Planning Taxes Assets Distribution 111