Darrow Wealth Management

NOVEMBER 4, 2024

How to find a fiduciary financial advisor Here are 5 ways to find a financial planner who will work in your best interests. If you’re working with a CPA for your taxes or have an estate planning attorney, consider asking them for a recommendation also. Personal referrals are especially helpful to get a sense of fees and services.

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Zoe Financial

APRIL 23, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth?

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Inside Information

JANUARY 31, 2025

In one of my periodic e-messages to my mailing list (more than 8,000 advisors currently) I repeated a complaint that I constantly hear from Joel Bruckenstein and other leading tech consultants. They have told me that one of the major dysfunctions in the advisor community is that tech adoption tends to be slow and cautious.

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FMG

JULY 14, 2022

For today’s Advisor Website Showcase, we are joined by Letizia Carlisto of Navis Wealth Advisors. Making use of FMG’s website engine, Navis Wealth Advisor took aim at creating a website themed around its logo – the compass. Modernize Your Website.

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Darrow Wealth Management

OCTOBER 21, 2024

When unexercised ISOs are cashed out at closing, it’s considered a cancellation of stock options for tax purposes, not a disqualifying disposition. This is important, as the former will be subject to payroll tax. Should the deal not go through, you may be left with a large tax bill and no liquidity to pay it.

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Zoe Financial

MAY 8, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth?

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Harness Wealth

OCTOBER 16, 2024

We recently connected with Michael Paley, Chief Operating Officer of Klingman & Associates , for a Q&A on how tax advisors can collaborate with wealth managers to better serve clients. Q: How can tax advisors align with the work of wealth advisors? Unlike an endowment, taxes really matter.

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Harness Wealth

MAY 18, 2023

Is the Tax Industry in an Unprecedented Era? Though all of this change may seem unprecedented, it has a very relevant analog in one of the taxes sibling professions, financial advisory. This trend has also taken hold in other advisor markets like insurance brokerage where new platforms are creating additional leverage for advisors.

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Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. In tax lingo, this is known as substantial risk of forfeiture.

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Carson Wealth

JULY 30, 2024

Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss business exit planning and how to make an intelligent exit. Rick Krebs and BSales Group are not an affiliate of Cetera Advisor Networks, LLC, or CWM, LLC.

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Darrow Wealth Management

AUGUST 28, 2023

Your team of business and personal advisors will be instrumental in getting the deal over the finish line. Your business advisory team may consist of: a business broker or M&A advisor, accounting and tax advisors, and transaction/M&A attorney. And also how to protect your interests and prioritize your goals.

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Zoe Financial

MAY 1, 2023

Stay tuned for data on this week, next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth?

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FMG

MAY 19, 2025

Add keywords your audience might use, like Financial Advisor | Retirement Planning or “Wealth Management | Tax Planning.” Include Keywords for Discoverability People search Instagram like they do Google, so include keywords like retirement planning, wealth advisor, or student loan help to boost discoverability.

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Carson Wealth

OCTOBER 7, 2024

Carson Wealth’s Thom Hall CFP®️, ChFC ®️, CExP , CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss the importance of an accurate valuation when considering a business exit.  Rick Krebs and BSales Group are not an affiliate of Cetera Advisor Networks, LLC, or CWM, LLC.

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Carson Wealth

AUGUST 19, 2024

Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss business exit planning and how to make an intelligent exit. Rick Krebs and BSales Group are not an affiliate of Cetera Advisor Networks, LLC, or CWM, LLC.

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Carson Wealth

JULY 30, 2024

Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss business exit planning and how to make an intelligent exit. Rick Krebs and BSales Group are not an affiliate of Cetera Advisor Networks, LLC, or CWM, LLC.

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Carson Wealth

APRIL 18, 2024

Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss business exit planning and how to make an intelligent exit. Rick Krebs and BSales Group are not an affiliate of Cetera Advisor Networks, LLC, or CWM, LLC.

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Darrow Wealth Management

MARCH 17, 2025

Even though interest rates have risen in the last few years, over time, holding cash will yield a real negative return after inflation and taxes. Even in periods of higher interest rates, the real return on cash after taxes and inflation can be negative. appeared first on Darrow Wealth Management. Do I have too much cash?

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Zoe Financial

FEBRUARY 20, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth?

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Darrow Wealth Management

MAY 3, 2024

First Steps in Managing a Windfall: Delay major purchases until you have a plan Partner with a sudden wealth management advisor Develop your financial, tax, and estate plan Managing a Large Financial Windfall A sudden wealth event changes your life. And that’s before even considering taxes or market volatility!

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Darrow Wealth Management

MAY 3, 2024

First Steps in Managing a Windfall: Delay major purchases until you have a plan Partner with a sudden wealth management advisor Develop your financial, tax, and estate plan Managing a Large Financial Windfall A sudden wealth event changes your life. And that’s before even considering taxes or market volatility!

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Zoe Financial

JUNE 12, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth?

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Zoe Financial

JUNE 5, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? Consumer credit data.

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Zoe Financial

JUNE 26, 2023

Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? Stay tuned for next week.

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Zoe Financial

MAY 23, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? Preliminary first-quarter GDP data.

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WiserAdvisor

AUGUST 8, 2022

It also requires a good understanding of tax policies, laws, market sentiment, etc. If you want guidance on how to preserve your wealth to ensure you do not run out of money during the latter years of your life, consult with a professional financial advisor who can advise you on the same. Chartered Wealth Manager (CWM).

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Zoe Financial

SEPTEMBER 25, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? We expect this number to keep coming down.

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Harness Wealth

MARCH 24, 2023

Additionally, because the shares are not your property until the vesting date, no taxes are owed until the vesting date. But depending on the value of your shares, and the growth of the company you work for, you could be on the road to a rather hefty tax bill. How are RSUs taxed? How are RSAs taxed? How are ISOs taxed?

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Darrow Wealth Management

FEBRUARY 24, 2025

In the right situations, early exercising stock options can reduce tax with an 83(b) election, and in the case of incentive stock options, potentially avoid the alternative minimum tax (AMT). Employees with stock options often focus on one thing: taxes. In the typical scenario, there are no tax implications at grant or vesting.

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Zoe Financial

OCTOBER 2, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? Giving a sense of unemployment rates.

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Zoe Financial

SEPTEMBER 11, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? August retail sales.

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Zoe Financial

APRIL 3, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? The market is expecting 4.3% year-over-year wage growth.

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Zoe Financial

MARCH 27, 2023

Look forward to next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? Expectations are for 4.7 year-over-year growth.

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Zoe Financial

NOVEMBER 20, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Zoe Financial

NOVEMBER 6, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Zoe Financial

JUNE 19, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? PMI for manufacturing and services.

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Zoe Financial

NOVEMBER 27, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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