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What High-Net-Worth Prospects (Really) Want From A Financial Advisor

Nerd's Eye View

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

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Crisis Management Financial Planning: Preparing for Unexpected Events

Carson Wealth

Unexpected events can derail your progress toward your goals and even your financial security if you don’t have a plan for managing them. Financial planning should ideally involve every area of your financial life because they are all interrelated. This is one of the fundamental principles of investment risk management.

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Kick Off the New Year with a Solid Plan

Yardley Wealth Management

The post Kick Off the New Year with a Solid Plan appeared first on Yardley Wealth Management, LLC. Kick Off the New Year with a Solid Plan by Michael J. The post Kick Off the New Year with a Solid Plan appeared first on Yardley Wealth Management, LLC.

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One-time and Ongoing Services to Offer Under the Fee-for-Service Model

AdvicePay

With the fee-for-service model, you can customize service offerings for clients seeking advice who don’t (yet) have traditional portfolio assets to transfer to your firm’s custodian for full-time management. This approach allows you to engage these clients by charging a fee that’s covered through their monthly cash flow.

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How Much To Save For A Baby + Key Savings Tips New Parents

Clever Girl Finance

Plan for long-term baby expenses 5. Review your maternity leave and insurance coverage 6. Update your life insurance policy 8. Create or revise your estate plan 9. Plan for emergency expenses 11. If you already have an estate plan, make sure to update it to include your new baby.

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Year-End Financial Checklist

Walkner Condon Financial Advisors

These plans will not be offered to everyone and have restrictions for use. TAX AND ESTATE PLANNING. Those looking to manage their exposure to gift and inheritance tax also have until December 31 to make use of the annual gift exclusion amount. Insurance Amounts . Tax Loss Harvesting. ABOUT THE AUTHOR. NATE CONDON.

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What Issues Should I Consider for My Aging Parents?

Tobias Financial

Planning ahead and addressing key considerations can help ease the burden and make navigating this transition more manageable. Discussing insurance coverage, including life, health, and long-term care policies , to ensure adequate protection.