Integrity Financial Planning

MAY 23, 2023

An estate plan is a legal document that outlines a person’s wishes for the distribution of their assets and property after their death. It is essential to create an estate plan to ensure that your family and loved ones are taken care of in the event of your passing. Contact us today to get started!

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International College of Financial Planning

OCTOBER 26, 2023

The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize.

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Carson Wealth

SEPTEMBER 27, 2023

By Matt Lewis, CLTC, Vice President, Insurance Life insurance is designed to provide for your loved ones after your death, giving you peace of mind that their financial needs will be met without your income. But life insurance can benefit your financial planning in many other ways. As of 2023, that exclusion is $12.92

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Abnormal Returns

MAY 6, 2024

Podcasts Brendan Frazier talks with Emily Koochel about the difference between behavioral finance and financial psychology. wiredplanning.com) Steve Chen talks with Jordan Hutchison, Vice President of Technology for RFG Advisory, about the evolving landscape of financial planning. kitces.com) What is financial planning?

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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.

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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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Carson Wealth

OCTOBER 25, 2023

It’s a multipurpose planning tool that delivers a surprisingly wide range of benefits beyond potential federal estate tax strategy. Trusts and wealth planning can work together for a healthy future for your child or family member. Consult with an estate planning attorney in your state for specific guidance.

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International College of Financial Planning

APRIL 25, 2024

This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning. Individuals who earn this certification are thoroughly prepared to offer expert financial advice.

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eMoney Advisor

FEBRUARY 22, 2023

And if they’re unprepared—or worse, if the family estate planning strategies are less than buttoned up—how will that affect your practice down the line? As the quarterback of your clients’ financial team, you can foster harmony among the generations through an age-old tool: The family meeting.

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Abnormal Returns

MARCH 4, 2024

(institutionalinvestor.com) Advisers Meghaan Lurtz, "When it comes to connecting emotions to goals, reflection questions can be an excellent way to help prospects identify the particular emotions that motivate them the most, which will ultimately help them stick to their financial plan."

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MainStreet Financial Planning

MAY 10, 2024

Looking ahead and planning is the best way to preserve your sense of autonomy, choice, and life satisfaction before the unexpected happens and your health declines. Planning Areas for Solo Agers Financial Concerns – What is your plan for making financial decisions and managing your cash flow and investments?

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eMoney Advisor

DECEMBER 6, 2022

Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Our research shows about 70 percent of advisors offer risk management and insurance planning. However, there is a disconnect. Sources: 1.

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eMoney Advisor

MARCH 7, 2023

Stepchildren, remarriages, and ex-spouses: For the modern wealth management client with a blended family, planning to transfer wealth presents a web of complexity. Fortunately, financial professionals have tools and wealth transfer strategies that can help couples be intentional about the use of their assets in an estate plan.

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Nerd's Eye View

OCTOBER 18, 2022

What's unique about Louis, though, is how he and his partner (in anticipation of a shift in the financial advisory industry to more automated client services nearly 10 years ago) developed a robo-advice technology prototype to help clients have their investments managed at a very low cost… which then struggled to gain traction with consumers, (..)

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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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Nerd's Eye View

FEBRUARY 5, 2024

This month's edition kicks off with the news that financial planning software platform RightCapital has launched a workflow management tool called RightFlows to help advisors manage and assign steps in the financial planning process to team members and clients – which on the one hand capitalizes on advisor demand for workflow solutions tailored (..)

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Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you are in the middle of estate planning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Create a Trust .

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eMoney Advisor

FEBRUARY 9, 2023

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

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Park Place Financial

SEPTEMBER 8, 2022

ESTATES Family Estate Planning: The 6 Essentials Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. According to one survey, 67% of Americans have no estate plan, which may reflect an aversion to thinking about dying or getting gravely ill. The 5 Most Common Estate Planning Myths.

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International College of Financial Planning

MARCH 11, 2023

With the right plan, you can take control of your finances. Financial planning helps you understand your current financial situation and set realistic goals for the future. Here’s why it’s important and how to start Managing your money is essential for financial stability and security.

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Pacifica Wealth

FEBRUARY 17, 2022

Optional estate planning documents are generally not legally binding documents. . Their purpose has little or nothing to do with the transfer of assets and do not effect estate tax. Optional estate documents focus on values, lessons, and legacy issues. 1) Organ donor. available now on Amazon.

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Nerd's Eye View

JANUARY 8, 2024

For instance, the financial advice industry has seen many changes to regulations (for both advisors and their clients), advisor business models, and the advisor technology landscape. In the context of the financial planning industry, whereas Financial Advice 1.0 Specifically, Financial Advice 3.0

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James Hendries

FEBRUARY 23, 2023

Regardless of the income a business generates, the ages of the owners, or how many employees it has, a business financial plan can help plan for future and unexpected events. A financial plan is a road map of what the business is trying to achieve in the short and long term. To help ensure the business continues.

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Pacifica Wealth

FEBRUARY 17, 2022

The decisions you choose to make and those you ignore or overlook for your estate plan will have long-lasting and permanent ramifications. Don’t let the significance of estate planning prevent you from getting started. When it comes to your estate plan, just jump in and get started. Of course not!

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Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

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Yardley Wealth Management

SEPTEMBER 24, 2021

The post 5 Steps for Creating a Financial Plan appeared first on Yardley Wealth Management, LLC. 5 Steps for Creating a Financial Plan. Garry offers the following advice for investors who are shell-shocked and don’t know where to turn in taking the first step in creating a financial plan: Have a plan.

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WiserAdvisor

JUNE 6, 2023

High-net-worth individuals who possess a significant number and value of assets and complex financial portfolios may find it hard to manage their finances. However, given the high value of wealth, it becomes all the more critical for high-net-worth individuals to plan their finances optimally.

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MainStreet Financial Planning

APRIL 15, 2024

The estate planning documents may be done, but is there anything else to really feel comfortable that you’ve prepared all you could when you pass away? After my mom passed, I had been helping my dad get his estate planning documents and other financial activities in order.

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Nerd's Eye View

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

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James Hendries

OCTOBER 21, 2022

If you’ve never engaged in financial planning and are unsure how to get started, this article is for you. A financial plan starts by evaluating your current financial situation and future expectations and can be created independently or with the help of a financial professional.

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Abnormal Returns

SEPTEMBER 4, 2023

(standarddeviationspod.com) Creative Planning Creative Planning is buying Goldman Sachs' former Personal Financial Management unit. citywire.com) The deal underlines Creative Planning's rapid growth over the past few years. riabiz.com) Creative Planning could reintroduce the United Capital brand.

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WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. When aiming for financial independence, the importance of a structured approach should be emphasized. It also minimizes errors and oversights.

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Envision Wealth Planning

MARCH 2, 2022

Values based financial planning is about pursuing financial goals based on your values. Believe it or not, what most people get when it comes to creating the traditional financial plan is someone else’s idea of what your values should be! That’s why it is your values based financial plan, not someone else’s.

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MainStreet Financial Planning

FEBRUARY 1, 2024

During recent conversations, I’ve come across several people unfamiliar with the concept of fee-only financial planning, let alone considering it as a feasible choice. To shed light on this, I want to articulate the distinctive approach we use at MainStreet Financial Planning.

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WiserAdvisor

JULY 3, 2023

A financial advisor can help you understand the intricacies of financial planning for physicians. Below are 6 common financial planning mistakes physicians make: Even though financially well-off, physicians tend to make several financial mistakes. Need a financial advisor?

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eMoney Advisor

NOVEMBER 15, 2022

Here are a few more reasons to apply it in your financial planning practice. To start, gratitude can support your clients’ commitment to pursuing their financial goals. So, how can you leverage gratitude in your financial planning practice? Gratitude Helps Us Patiently Pursue Goals. Sources: 1.

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Abnormal Returns

OCTOBER 23, 2023

(wealthmanagement.com) Creative Planning A profile of Peter Mallouk, CEO of Creative Planning. riabiz.com) AI Is AI an existential threat to the business of financial advice? advisorperspectives.com) Vanilla is rolling out more AI tools for estate planning. riabiz.com) The upside of pro bono financial planning.

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