Nerd's Eye View
JANUARY 22, 2024
For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.
WiserAdvisor
MARCH 13, 2024
Investment planning also plays a crucial role in tax optimization, enabling you to minimize tax liabilities and maximize after-tax returns. Additionally, tax-loss harvesting, and other tax-optimization strategies can further improve the tax efficiency of your investment portfolio, thereby enhancing overall returns.
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MainStreet Financial Planning
JUNE 13, 2023
Update your life and disability insurance. Now more than ever you want to have appropriate life and disability insurance coverage, so if something unexpected happens your family will be OK. Take advantage of tax breaks. Be sure to take advantage of child and dependent care tax credits when filing your taxes.
Carson Wealth
APRIL 25, 2024
Retirement planning: Calculate retirement needs and contribute regularly to retirement accounts. Insurance coverage: Evaluate insurance needs for health, life, disability, long-term care and property, ensuring adequate coverage. This blog is not intended to provide specific legal, tax, or other professional advice.
Walkner Condon Financial Advisors
NOVEMBER 11, 2022
Bear in mind that IRA accounts do have income restrictions so it is important to work with your financial advisor or tax preparer to determine if you are eligible to contribute in 2022. Assuming you are eligible, these accounts can be quite tax advantageous for your overall financial situation. 529 College Savings Plans.
eMoney Advisor
DECEMBER 6, 2022
After all, if your services include coordination with their estate planning, insurance, and more, you need to have a secure way they can share that data with you. They can check their homeowner’s insurance coverage before making a claim once the storm has passed. Sources: 1.
eMoney Advisor
FEBRUARY 9, 2023
Financial Planning Needs: Retirement planning Education and family planning Obtaining appropriate insurance coverage Business and tax planning Significant asset purchases Strategies for Serving Clients in This Stage: Clients at this stage are experiencing life events — both large and small — that will impact their financial planning needs.
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