Carson Wealth

SEPTEMBER 27, 2023

For individuals, a permanent life insurance plan can play a key role in estate planning by helping reduce estate taxes. Offset Taxes in Estate Planning Estate taxes can be a problem for high-net-worth individuals passing on more than the IRS estate tax exclusion, after which the tax rate on transferred money is 40%.

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Estate Planning Insurance Planning Taxes 96

Abnormal Returns

JANUARY 22, 2024

(kitces.com) Zach Conway and Kelsey McKenna talk with Michael Conway, CEO of Conway Wealth, about the multifaceted roles financial advisors play beyond managing investments. open.spotify.com) Daniel Crosby talks with Richard Shotton who is the founder of Astroten, a consultancy that applies behavioral science to marketing.

Wealth Management 162

Wealth Management Estate Planning Startup Retirement 162

eMoney Advisor

NOVEMBER 17, 2022

You never know when you’ll encounter that portion of the population that would rather get a root canal than make an estate plan. The good news is that there are many helpful resources for anyone who needs to assist in estate planning discussions. We’ve gathered six of our favorites, plus a few bonus items. #1

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WiserAdvisor

FEBRUARY 21, 2023

Elder financial planning can help eliminate some common issues faced by older people. If you wish to learn more about financial planning for elders, consider consulting with a professional financial advisor who can guide you on the same. How are elders financially abused or scammed?

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Carson Wealth

JANUARY 3, 2023

Many people believe, incorrectly, that estate planning is for older, ultra-wealthy people. But the simple truth is: If you have property, you need an estate plan. Your estate plan is the key to ensuring your wishes are carried out after you die or you’ve become incapacitated and can’t make decisions on your own. .

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Estate Planning Planning Insurance Financial Advisor 52

eMoney Advisor

APRIL 4, 2023

While your clients may spend time and money to get their estate properly organized, there are additional steps financial professionals can take to help them prepare their children to receive their inheritance. This same report noted that more than 70 percent of heirs are likely to change financial advisors after inheriting.

Education 97

Education Financial Advisor Clients Planning 97

WiserAdvisor

SEPTEMBER 1, 2022

If you are thinking about why you should continue meeting with your financial advisor, you have already taken a big step toward securing your financial future – you have engaged the services of a professional. Now, how often you need to meet with your advisor depends on the degree of help needed by you.

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Financial Advisor Budgeting Financial Planning Retirement 98

WiserAdvisor

AUGUST 3, 2023

While many individuals choose to navigate their financial journey independently, seeking the guidance of a professional financial advisor can offer unique advantages that may prove invaluable in the long run. One common aspect that most individuals consider is the cost associated with engaging a financial advisor.

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Financial Advisor Retirement Planning Fee Only Retirement 52

Nerd's Eye View

NOVEMBER 29, 2022

Welcome back to the 309th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Anh Tran. Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. Read More.

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Estate Planning Financial Advisor Financial Services Clients 236

WiserAdvisor

DECEMBER 1, 2023

The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others.

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Financial Advisor Medical Insurance Education 59

Harness Wealth

MAY 25, 2023

Here’s a deep dive into the average fees of financial advisors, in 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. Between 0.5% Between 0.5%

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Carson Wealth

OCTOBER 5, 2023

The foundation of your estate plan is a Last Will and Testament. Hire an Estate Planning Attorney For most people creating a will, hiring an estate planning attorney makes the most sense. It’s important to find an attorney who specializes in estate planning. What About a Trust?

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Estate Planning Planning Assets Taxes 142

Park Place Financial

SEPTEMBER 8, 2022

ESTATES How to Choose a Personal Financial Advisor Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Whether planning for retirement or evaluating different investment options, people seek the assistance of a personal financial advisor for many reasons. Financial Advisor .

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Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

Sara Grillo

JULY 8, 2022

Here are real accounts of what a day in the life of a financial advisor entails, from real professional financial advisors. Why did I find it necessary to write about the day in the life of a financial advisor? I am a CFA® charterholder and financial advisor marketing consultant.

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Financial Advisor Financial Planner Clients Compliance 59

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. Need a financial advisor?

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Financial Advisor Financial Planner Wealth Management Portfolio Management 52

Yardley Wealth Management

JUNE 6, 2023

Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death.

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WiserAdvisor

JULY 27, 2023

This advanced language processing technology has also greatly impacted the financial advisory sector, prompting a critical question: Can ChatGPT replace human financial advisors in retirement planning? Personalized guidance, empathy, and a deep contextual understanding are integral to effective retirement planning.

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Retirement Planning Financial Advisor Retirement Planning 52

WiserAdvisor

MARCH 13, 2024

These pillars provide a comprehensive framework for building a resilient and sustainable plan. Adhering to these pillars can help you pave the way for a secure and fulfilling retirement supported by wise financial decisions and informed choices. However, it is a crucial component of a comprehensive retirement plan.

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Retirement Planning Retirement Planning Estate Planning 105

Zoe Financial

FEBRUARY 21, 2023

Depending on your situation, you may need the help of a financial advisor or an accountant. Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. When looking for a financial advisor, ensure they’re certified.

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Financial Advisor Accounting Certified Financial Planner Certification 40

International College of Financial Planning

AUGUST 2, 2021

There is a huge demand for Financial Advisors in India. In this write-up, we look at how one can become a financial advisor in India along with the opportunities and challenges in this career. Are you looking at a career as a Financial Advisor in India? What Does a Financial Advisor Do?

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Do you agree?

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Financial Advisor Commission Clients Insurance 52

Sara Grillo

APRIL 21, 2022

So here’s a blog about some things that ethical financial advisors do in the hopes they will serve as an example of right behavior for the rest of the industry to follow. I am a CFA® charterholder and financial advisor marketing consultant. Ethics matter in financial advice! Financial advisor ethics.

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Ethics Financial Advisor Clients Management 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. The post Financial Advisor Website Showcase: Navis Wealth Advisors appeared first on FMG Suite.

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Wealth Advisor Financial Advisor Media Clients 52

Darrow Wealth Management

APRIL 25, 2023

In addition to making funeral arrangements and notifying family and friends, another priority is alerting your estate planning attorney and financial advisor. You may want to give that Rolex to a nephew as a sentimental gesture, but always consult with your attorney before doing so.

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Envision Wealth Planning

MAY 23, 2022

Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. I’m tired of the nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. It’s ludicrous.

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Ethics Financial Advisor Financial Planning Clients 52

Indigo Marketing Agency

APRIL 28, 2023

Remember that headlines are searchable by keyword, so you’ll want to spend some time thinking about what your prospects might type into a search when trying to find an advisor to help them with their particular plight. Advisors often ask me whether they should list their job title and firm name in their headline.

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Midstream Marketing

FEBRUARY 13, 2021

As someone who has devoted a large part of my life to helping financial services professionals generate leads and empower their marketing strategies, I’m well aware that RIAs in particular are ALWAYS looking for new sources of financial advisor leads. The Importance of Perspective in Lead Generation for Financial Advisors.

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Carson Wealth

FEBRUARY 29, 2024

It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. What do you need to consider about gifting as it relates to your overall estate plan? Let’s take a closer look at estate and gift taxes and how you can approach them with a financial planning mindset.

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Taxes Financial Planning Planning Estate Planning 96

Clever Girl Finance

JANUARY 22, 2024

It is wise to take several weeks, or even a few months, to think about your options before making plans for the money. Consult with professionals for your windfall finance planning During the waiting period, consult with a certified financial planner , a financial advisor, and/or a CPA to determine what to do concerning taxes.

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Management Certified Financial Planner Financial Planner Consulting 73

Fortune Financial

SEPTEMBER 25, 2023

Intermediate and Short-Term Goals Begin by distinguishing between your long-term, intermediate-term and short-term financial goals. Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis.

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Wealth Management Management Risk Tolerance Retirement Planning 59

Sara Grillo

APRIL 11, 2022

Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. So please subscribe!

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Nationwide Financial

AUGUST 16, 2022

Financial professionals understand the value of estate planning, but starting that conversation and inspiring clients to take action can be challenging. A 2021 Gallup poll showed that 64% of American adults working with a financial advisor have never discussed their estate plans with that advisor.

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Planning Estate Planning Insurance Clients 52

WiserAdvisor

JANUARY 10, 2023

New Year’s financial resolutions vary based on one’s financial situation and future goals, and can be anything from getting your finances in order, saving more for retirement, improving your credit score, to building an emergency fund, paying off your debts, creating an estate plan, and more. Need a financial advisor?

Estate Planning 52

Estate Planning Retirement Financial Advisor Budgeting 52

Walkner Condon Financial Advisors

APRIL 6, 2022

With the adoption of digital assets such as non-fungible tokens, or NFTs, questions around estate planning will become more prevalent. Both property and real estate are eligible for a step-up in basis at the date of death for the beneficiary. . appeared first on Walkner Condon Financial Advisors.

Estate Planning 52

Estate Planning Financial Advisor Consulting Taxes 52

Fortune Financial

SEPTEMBER 25, 2023

Intermediate and Short-Term Goals Begin by distinguishing between your long-term, intermediate-term and short-term financial goals. Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Carson Wealth

APRIL 25, 2024

Tax Planning: Optimize tax efficiency through strategies such as retirement contributions, tax-deferred accounts, and deductions and credits. Estate Planning: Draft essential documents such as wills, trusts, and powers of attorney to ensure the orderly transfer of assets. What Could Happen if You Don’t Have a Financial Plan?

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Financial Planning Planning Retirement Insurance Coverage 52

WiserAdvisor

MAY 11, 2023

A financial advisor can offer guidance on how to transfer assets through an inheritance. They can also help with tax planning, ensuring that the transfer of assets is done in a way that minimizes tax liability for both the estate and the beneficiaries. Also see: How to Handle a Large Inheritance 3.

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Distribution Taxes Insurance Financial Advisor 52