Carson Wealth

NOVEMBER 5, 2022

CFP ® , Director of Consumer Investment Research? . Estate Planning isn’t fun to think about. But estate planning is so much more than terminal actions – it helps set a stage for a rich life while protecting against unnecessary taxes and family feuds. . Who needs estate planning?

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Estate Planning Planning Retirement Planning Financial Planner 52

James Hendries

JUNE 16, 2023

Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little easier knowing you have an estate plan in place.

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Carson Wealth

FEBRUARY 8, 2023

On a basic level, if you have an estate plan, you control who will receive your property upon your death. An estate plan can also protect you in the event of an unforeseen life-altering medical emergency. Most Americans need an estate plan of some kind, and most Americans don’t have one.

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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 . Charitable Remainder Unitrust .

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Estate Planning Economics Planning Financial Planner 52

Advisor Perspectives

JUNE 1, 2023

Provisions of the SECURE Act may require advisors to revisit estate plans for clients who aren't utilizing their RMDs or who have qualified assets intended for the next generation. Stay informed and proactive to help clients meet their estate planning goals.

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Estate Planning Clients Planning Distribution 52

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? To start the conversation with clients preparing to transfer wealth, you can simply say: “Tell me about who in the family was involved in the development of your estate plan.”

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Estate Planning Planning Education Clients 75

Carson Wealth

JANUARY 3, 2023

CFP ® , Director of Consumer Investment Research . Many people believe, incorrectly, that estate planning is for older, ultra-wealthy people. But the simple truth is: If you have property, you need an estate plan. The following are some of the key documents you should consider including in your estate plan.

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Wealth Management

JANUARY 8, 2024

Is ESG investing sustainable? Speakers at Heckerling discuss ESG investing within the lens of estate planning.

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Investing Investments Estate Planning Planning 112

Carson Wealth

FEBRUARY 13, 2023

While there are certainly ways to do estate planning without a lawyer, for most people hiring an estate planning attorney makes the most sense. Estate plans can get complex fast, and even fairly straightforward estates can feel overwhelming if you’re not trained in the area. Do your research.

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Harness Wealth

JUNE 23, 2023

Estate planning is a critical component of a comprehensive financial plan. Furthermore, estate planning includes aspects such as tax minimization strategies, asset protection, and charitable giving. There are many different types of trusts, each designed to address specific estate planning needs.

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Park Place Financial

SEPTEMBER 8, 2022

ESTATES The 5 Most Common Estate Planning Myths Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Estate planning is a crucial component of financial preparation for many individuals, as it enables their wealth to have a lasting and meaningful impact on their loved ones.

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WiserAdvisor

JUNE 6, 2023

However, given the high value of wealth, it becomes all the more critical for high-net-worth individuals to plan their finances optimally. Estate planning is one of the key components of financial planning these individuals need to focus on. and estate planning can help you discover these.

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Abnormal Returns

AUGUST 23, 2023

Real estate A house is a place to live, not an investment. bestinterest.blog) Baby Boomer wealth is concentrated in real estate which they will leave to their children. dwell.com) Another example of the challenges of rental real estate. papers.ssrn.com) How 529 plan accounts are treated in a divorce.

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Estate Planning Retirement Communication Taxes 240

Abnormal Returns

JULY 5, 2023

open.spotify.com) Estate planning How to create a digital estate plan in three steps. noahpinion.blog) Investing Conor, "Employing a boring strategy is easier said than done." (noahpinion.blog) Investing Conor, "Employing a boring strategy is easier said than done." kindnessfp.com) Trusts, 101.

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Estate Planning Retirement Planning Numbers 240

Abnormal Returns

MARCH 4, 2024

investmentnews.com) Investing Buffer ETFs are not a set-it-and-forget-it strategy. riabiz.com) Estate planning is growing in importance for advisers. kitces.com) People undergoing divorce need a range of financial planning services. (advisorperspectives.com) Practice management Why RIAs need to focus on organic growth.

Recruitment 266

Recruitment Estate Planning Financial Planning Retirement 266

Wealth Management

OCTOBER 15, 2023

Recently launched Alpaca Real Estate plans to take advantage of the dislocation in capital markets to invest in sectors with strong operating fundamentals and drive alpha through “innovative operating platforms.”

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Estate Planning Investing Investments Assets 108

Abnormal Returns

JULY 12, 2023

Podcasts Jeff Ptak and Christine Benz talk with William Bernstein about the update version of his book "The Four Pillars of Investing." physicianonfire.com) Estate planning A look at some advanced estate planning techniques. nytimes.com) Investing Are older investors now too exposed to the stock market?

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Risk Tolerance Estate Planning Retirement Planning 229

Wealth Management

AUGUST 31, 2023

Thursday, September 28, 2023 | 2:00 PM ET

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Abnormal Returns

OCTOBER 11, 2023

financialducksinarow.com) Investment taxes, 101. thomaskopelman.com) Personal finance You can't talk about investing without goals. fortunesandfrictions.com) Why coping skills are the best investment. jlcollinsnh.com) An estate plan is only as good as the organization behind it. Give yourself some grace.

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Estate Planning Taxes Retirement Planning 232

Nerd's Eye View

AUGUST 7, 2023

This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)

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Estate Planning Wealth Management Financial Advisor Planning 196

Abnormal Returns

SEPTEMBER 27, 2023

humbledollar.com) Investing How the introduction of the IRA changed how Americans invest. awealthofcommonsense.com) What you need to understand about employee stock purchase plans. marketwatch.com) Why your estate plan should include this letter. thomaskopelman.com) Five risks from a concentrated stock position.

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Estate Planning Taxes Insurance Retirement 258

Abnormal Returns

JANUARY 22, 2024

kitces.com) Zach Conway and Kelsey McKenna talk with Michael Conway, CEO of Conway Wealth, about the multifaceted roles financial advisors play beyond managing investments. riabiz.com) Vanguard is partnering with estate planning software provider Vanilla.

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Wealth Management Estate Planning Startup Retirement 157

Abnormal Returns

JUNE 28, 2023

Mack talks with Goldstone — a manager of investment research at Condor Capital Wealth Management and co-author of Condor's "Robo Report." contessacapitaladvisors.com) Investing There is only one true portfolio benchmark. dariusforoux.com) More Americans are facing the net investment income tax, or NIIT.

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Retirement Planning Estate Planning Retirement Wealth Management 218

WiserAdvisor

MARCH 13, 2024

This article will discuss the five pillars of retirement planning and why they are a critical component of your retirement plan. At its core, investment planning ensures that your financial resources are strategically allocated to various asset classes in accordance with your risk tolerance and investment objectives.

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Retirement Planning Retirement Planning Estate Planning 105

Abnormal Returns

JULY 31, 2023

(riaintel.com) Creative Planning has inked a custody deal with Goldman Sachs ($GS). investmentnews.com) Portfolio management How to evaluate a client's investment portfolio. morningstar.com) QLACs are coming to the 401(k) plan. theatlantic.com) 2022 saw a jump in investment fraud. financial-planning.com)

Financial Planner 214

Financial Planner Estate Planning Portfolio Management Retirement 214

Nerd's Eye View

OCTOBER 31, 2023

In this episode, we talk in-depth about how Jon evolved his "high tech and high touch" mindset to serving clients by regularly iterating upon and updating his advisor tech stack while also elevating his long-time client service administrator into a more holistic client concierge (because the future isn't about tech or human service, it's tech and human (..)

Financial Advisor 205

Financial Advisor Estate Planning Clients Education 205

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.

Financial Advisor 185

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 185

Abnormal Returns

MAY 8, 2023

kitces.com) David Armstrong talks with Larry Swedroe of Buckingham Strategic Wealth about how he talks with advisers about investing topics. citywire.com) Dynasty Financial Partners has formed Dynasty Investment Bank to provide services related to mergers and acquisitions in wealth management. about building 'financial empathy.'

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Wealth Management Estate Planning Taxes Valuation 231

Abnormal Returns

MAY 10, 2023

sciencedaily.com) Emotions are great, just not with your investments. obliviousinvestor.com) How to effectively withdraw money from a 529 plan. wsj.com) When building an estate plan, hire an attorney who specializes in it. The answer is nuanced, but on average more money is better.

Math 236

Math Estate Planning Retirement Banking 236

Abnormal Returns

NOVEMBER 10, 2023

(peterlazaroff.com) Brett McKay talks with Morgan Housel author of "Same as Ever: A Guide to What Never Changes" (artofmanliness.com) Finance Steve Curley and Chris Cannon talk with Aswath Damodaran about the shortcomings of ESG investing. investorsfirstpodcast.com) John L.

Retirement Planning 247

Retirement Planning Estate Planning Economy Media 247

Darrow Wealth Management

MAY 6, 2024

Checklist for executors of their parent’s estate Get organized Where are the original estate planning documents located? Who is the attorney who drafted the estate plan? Inform them of your parents passing and discuss options for support in settling the estate.

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Estate Planning Distribution Valuation Taxes 86

Abnormal Returns

JULY 13, 2022

Everything You Should Have Been Taught About Investing In School, But Weren’t." peterlazaroff.com) Estate planning Why you need an estate plan. (standarddeviationspod.com) Peter Lazaroff talks with Brian Feroldi author of "Why Does The Stock Market Go Up?:

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Estate Planning Medical Financial Advisor Planning 206

Abnormal Returns

MAY 22, 2023

riabiz.com) Why Bain Capital invested in CI Private Wealth. citywire.com) Estate planning Can new estate planning platforms put the adviser at the center of the process? (iai.tv) What Morningstar ($MORN) has built in AI.

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

WiserAdvisor

MARCH 19, 2024

You may wonder how the rich keep their money and where they invest for high returns. While the lifestyles of the rich may appear out of reach for many, the strategies they employ to invest their money for high returns are often accessible to anyone willing to follow in their footsteps. How are the wealthy investing their money?

Investing 59

Investing Investments Financial Advisor Taxes 59

Nerd's Eye View

JANUARY 8, 2024

is the projected future direction of medical care, where, instead of taking a reactive approach to disease and illness, healthcare practitioners instead invest more energy focusing on preventing illness and maintaining good health in the first place through more personalized plans for patients.

Financial Advice 178

Financial Advice Medicine Financial Planning Estate Planning 178

Nerd's Eye View

JULY 3, 2023

This month's edition kicks off with the news that Pershing X has announced the launch of its long-awaited (and newly renamed) “Wove” advisor technology platform – which despite purporting to be an open-architecture, multi-custodian solution allowing advisors to smoothly integrate all the technology they choose to bring onto it, in (..)

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Wealth Management

MARCH 15, 2023

The properties would be “strictly investment assets, acquired at market rates” and managed by an in-house team, according to a summary prepared for Thursday’s meeting of the university’s Board of Regents.

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