Darrow Wealth Management

MARCH 31, 2023

Once the divorce is finalized, a crucial (but often overlooked) part of the process is updating estate documents and beneficiary designations. Here are some key considerations when financial planning for a divorce. Asset division is one of the major financial components of a divorce. Get a new estate plan.

Financial Planning 105

Financial Planning Planning Estate Planning Assets 105

eMoney Advisor

APRIL 13, 2023

Closer Than Ever to Clients “We are incredibly bullish on the future of financial advice.” ” That’s Shawn Mihal, LPL’s new head of financial institution services, sharing his firm’s recent successes with the Bank Insurance and Securities Association (BISA).

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Banking Clients Planning Financial Planning 74

WiserAdvisor

FEBRUARY 21, 2023

Financial advisors can also help the elderly understand the best practices in terms of sharing personal or financial information, maintaining privacy, and keeping their financial and legal documents safe. Help the elderly with estate planning Estate planning is an integral component of financial advice for seniors.

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Financial Advisor Clients Estate Planning Education 104

Carson Wealth

JULY 12, 2022

The financial service profession is regulated at the federal or state level, and professionals who sell products or provide financial advice to clients for a fee are required to meet minimum required regulatory standards. . Attorneys play a critical role in the financial planning process, particularly in estate planning.

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Financial Advising Financial Planning Ethics CFP 98

Indigo Marketing Agency

AUGUST 22, 2024

To utilize this client retention strategy, go beyond mere financial advice by listening actively, showing empathy, and asking about client concerns, aspirations, and feedback. Effective client retention strategies can enhance client loyalty and contribute to the overall growth and stability of a financial advisory business.

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Harness Wealth

MAY 25, 2023

The per-hour fee structure is often used by financial advisors offering advice on estate planning; debt management; tax strategies; and Social Security claiming strategies. Many financial planners will do a portfolio review and provide investment advice for an hourly fee as well.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Harness Wealth

JUNE 9, 2023

Crafting Your Personalized Financial Plan: A Step-by-Step Guide Now that we’ve covered how to think about financial planning, let’s go into step-by-step detail on how to create a personalized financial plan. For many, the plan offered by their employer may be sufficient.

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Financial Planning Planning Financial Planner Wealth Management 52

Carson Wealth

OCTOBER 25, 2023

A special needs trust document helps with these situations in managing the assets over their lifetime. Unmarried couples need to execute the right agreements and other documents, because many states do not provide the protection you likely want. Consult with an estate planning attorney in your state for specific guidance.

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Estate Planning Planning Assets Taxes 105

eMoney Advisor

NOVEMBER 10, 2022

That occasion marked an agreement with the IRS on a $156 million value on Prince’s real estate and recordings for the artist who died in April 2016—without a will. What can we learn from celebrity estate planning disasters like this? Such cautionary tales prove the value of proper planning. It turns out, plenty.

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Sara Grillo

MAY 8, 2023

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. If yes… Join the Transparency Advisor Movement. BOBBY SAMUELSON: I love it.

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Insurance Clients Financial Advisor Accounting 59