Distribution Estate Planning Investment Planning 
WiserAdvisor
JUNE 13, 2025
Mistake #2: Not having an estate plan in place Estate planning is essential for protecting what you’ve worked hard to build. A good estate plan ensures your assets go where you want them to. A 2023 survey by Law Depot found that 73% of Americans didn’t have an estate plan.
Yardley Wealth Management
FEBRUARY 4, 2025
In this comprehensive guide, we’ll explore proven strategies to help you minimize tax liability while staying compliant with current regulations.
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WiserAdvisor
AUGUST 31, 2023
They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks. They can also help you minimize estate taxes.
eMoney Advisor
FEBRUARY 9, 2023
Stage Four: Leaving a Legacy In the final phase of the financial planning lifecycle, which is also known as the wealth transfer stage, your clients will be preparing to pass on any remaining wealth to their loved ones and/or charities in a tax-efficient way.
Clever Girl Finance
JANUARY 22, 2024
They can also help you determine which accounts are best to hold any savings that you don’t want to put into investments. Update or create your estate plan If you don’t already have an estate plan , now would be a great time to create one. You should update or create an estate plan to reflect the change.
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.
WiserAdvisor
APRIL 12, 2023
Roth IRAs do not have any Required Minimum Distributions (RMDs), so you can keep your money in the account for as long as you like. A pre-tax retirement account can be individually owned, such as the Traditional IRA, or company-sponsored, like the 401(k), 403(b), and 457 plans.
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