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Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at WealthManagement EDGE.
The post Securing Your Legacy: Financial Planning Tips for Your Children’s Future appeared first on Yardley WealthManagement, LLC. Securing Your Legacy: Financial Planning Tips for Your Children’s Future Introduction As parents, one of our greatest goals is to ensure our children’s future financial well-being.
Exploring the Benefits of Financial Planning appeared first on Yardley WealthManagement, LLC. Retirement Planning Retirement planning is one area where talking to a financial planner proves particularly worthwhile. The team at Yardley WealthManagement is here to help.
Keeping it safe, growing it wisely, and using it to support your future takes careful planning. Wealthmanagement isn’t only for the ultra-rich. Yet even the best financial plans can stumble. Mistake #2: Not having an estateplan in place Estateplanning is essential for protecting what you’ve worked hard to build.
The post Tax Strategies for High-Income Earners 2025 appeared first on Yardley WealthManagement, LLC. It’s triggered by large deductions, multiple dependents, or significant capital gains, requiring careful planning of deductions and income recognition. Tax Strategies for High-Income Earners in 2025.
appeared first on Yardley WealthManagement, LLC. Estate Strategy Benefits —Roth conversions can offer significant estateplanning advantages, including no RMDs for the original account holder and tax-free inheritance for beneficiaries. There are also healthcare exceptions. There are a few exceptions.
She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley WealthManagement and runs their asset allocation models and their outsourced chief investment officer models. She, she absolutely has a unique background and a unique perch on, on wealthmanagement and what’s going on in the world.
The post Strategic Retirement Planning Guide for Single Women: Expert Financial Advice appeared first on Yardley WealthManagement, LLC. Plan for Longevity Women typically live longer than men, which means they need to plan for a longer retirement period and potentially higher healthcare costs.
After all, financial resources are a divine gift, which means dutiful financial stewardship is essential to faithful wealthmanagement. This includes how we plan and manage our estate. Effective estateplanning is an act of financial stewardship. How Should Christians Approach EstatePlanning ?
The post Expert Insights: EstatePlanning Communication and Modern HR Leadership Challenges in 2025 appeared first on Yardley WealthManagement, LLC. Clear Communication: Have detailed conversations with your chosen healthcare proxy about your specific wishes. Ensure documents are easily accessible when needed.
The post Including Pets in Your EstatePlan for Peace of Mind appeared first on Yardley WealthManagement, LLC. Including Pets in Your EstatePlan for Peace of Mind As a pet owner, you’ve likely considered your furry friend’s well-being in many aspects of your life.
You’ll also want to consider engaging a financial advisor, tax advisor, and estateplanning attorney too. Estateplanning is an important part of this, especially if you have young children, so consider setting up a trust. Get a new estateplan. This is a really important step.
She is Head of North America Investments for Citi Global Wealth, which is a giant wealthmanagement arm of the giant Citibank. She really has an incredible background in everything from capital markets to derivatives, to wealthmanagement. And again, we carry this through to wealthmanagement more broadly.
The post Protecting What’s Yours (While You’re Alive) appeared first on Yardley WealthManagement, LLC. Today, we’ll cover a trio of tools for protecting your interests while you are alive : A financial power of attorney Trusted contact person(s) A healthcare advance directive I. A Healthcare Advance Directive The Basics.
The post Protecting What’s Yours (While You’re Alive) appeared first on Yardley WealthManagement, LLC. A healthcare advance directive. A Healthcare Advance Directive . Your healthcare advance directive can offer two types of protection: . Protecting What’s Yours (While You’re Alive). Trusted contact person(s).
The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley WealthManagement, LLC. Part 1: The Tools of the Tax-Planning Trade Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome.
The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley WealthManagement, LLC. Part 1: The Tools of the Tax-Planning Trade. Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome.
Charitable giving is more than an act of kindness; it is a cornerstone of comprehensive wealthmanagement. For individuals and families looking to make a lasting impact, integrating philanthropy into their financial planning offers both personal fulfillment and strategic benefits. Moreover, philanthropy strengthens social bonds.
The post Part 3: Tax-Wise Financial Planning appeared first on Yardley WealthManagement, LLC. Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments.
The post Part 3: Tax-Wise Financial Planning appeared first on Yardley WealthManagement, LLC. Part 3: Tax-Wise Financial Planning. In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. . But tax planning isn’t just for your investments.
The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley WealthManagement, LLC. Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley WealthManagement, LLC.
The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley WealthManagement, LLC. In our last piece, we introduced some of the tools of the tax-planning trade. The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley WealthManagement, LLC. Part 2: Tax-Wise Investment Techniques.
In this article, we’ll go into detail on what to think about when it comes to financial planning, as well as a step-by-step process of how to build a sample financial plan that aligns with your personal goals and needs. Table of Contents What is a Financial Plan? Why is Financial Planning so Important?
These professionals serve as trusted guides, helping individuals understand the intricacies of investment, wealthmanagement, and financial planning to achieve their long-term goals. The role of a financial advisor is indispensable in today’s world.
Please conduct your own diligence on any wealthmanager you are considering hiring. Ryan Firth, CPA. Did I leave anyone off the list? Let me know. I also want to be clear that I am not recommending any of these advisors. As you may have noticed, the list above is quite short.
Estateplanning is a critical component of a comprehensive financial plan. Furthermore, estateplanning includes aspects such as tax minimization strategies, asset protection, and charitable giving. There are many different types of trusts, each designed to address specific estateplanning needs.
In addition to making funeral arrangements and notifying family and friends, another priority is alerting your estateplanning attorney and financial advisor. Asset Titling, Beneficiary Elections, and Probate The estateplanning attorney is going to be critical here. But not everything needs to get done today.
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