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?

Estate Planning 52

Estate Planning Planning Retirement Planning Financial Planner 52

Carson Wealth

APRIL 4, 2024

Once cognition or health is impaired, things can become far more difficult for everyone to manage. Information you’ll want to document includes: Bank accounts Investments Retirement accounts Estate planning documents (wills, trusts, etc.)

Management 137

Management Healthcare Medical Estate Planning 137

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

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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Estate Planning Planning Insurance Financial Advisor 52

Nerd's Eye View

OCTOBER 18, 2022

equivalent of nearly $60 million in assets under management for 115 client households. Louis is the Director of WealthUp, an independent advice practice based in Cape Town, South Africa, that oversees the U.S.

Financial Planning 130

Financial Planning Planning Management Investing 130

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.

Estate Planning 52

Estate Planning Financial Planning Planning Taxes 52

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 Taxes Communication 229

Wealth Management

JANUARY 8, 2024

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

Investing 103

Investing Investments Estate Planning Planning 103

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. in their work endeavors.

Estate Planning 52

Estate Planning Planning Taxes Insurance 52

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 (..)

Estate Planning 218

Estate Planning Wealth Management Financial Advisor Planning 218

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. riaintel.com) How to write a client newsletter.

Wealth Management 162

Wealth Management Estate Planning Startup Retirement 162

Nerd's Eye View

JANUARY 22, 2024

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.

Financial Advisor 206

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 206

Nerd's Eye View

OCTOBER 31, 2023

Jon is the Founder and CIO for Echo45 Advisors, an independent RIA based in Walnut Creek, California, that oversees $163 million in assets under management for more than 180 client households. My guest on today's podcast is Jon Henderson.

Financial Advisor 225

Financial Advisor Estate Planning Clients Education 225

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.'

Wealth Management 215

Wealth Management Estate Planning Taxes Valuation 215

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.

Retirement Planning 200

Retirement Planning Estate Planning Retirement Wealth Management 200

Zoe Financial

DECEMBER 5, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA December 5, 2023 Watch Time: 3 minutes Transcript: Welcome to this week’s Wealth Management Digest. ” Over the last year, they interviewed over 11,000 households with over $250,000 of investable assets.

Wealth Management 52

Wealth Management Management Financial Planning Taxes 52

Darrow Wealth Management

JUNE 14, 2023

Managing sudden wealth paid in cash after the sale of a business or winning the lottery also requires planning, but perhaps with a bit less to unpack in the beginning. Sudden wealth events rarely happen more than once during someone’s lifetime (if at all), so proper financial management is essential. What is sudden wealth?

Management 83

Management Wealth Management Wealth Advisor Taxes 83

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

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 (..)

Estate Planning 237

Estate Planning Clients Media Wealth Management 237

Abnormal Returns

MAY 22, 2023

open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management? 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?

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Financial Advising Estate Planning Wealth Management Compliance 130

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.”

Estate Planning 103

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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 196

Financial Planner Estate Planning Portfolio Management Retirement 196

International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

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. This article will discuss the five pillars of retirement planning and why they are a critical component of your retirement plan.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Clever Girl Finance

JANUARY 22, 2024

10 steps to manage a financial windfall Expert tip: Keep living your life normally Factoring in taxes How do you deal with sudden financial windfall? Articles related to being wise with money Manage your large sum of money smartly! Would you save it, invest it, or treat yourself to a handful of nice things?

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Management Certified Financial Planner Financial Planner Consulting 72

Wealth Management

AUGUST 31, 2023

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

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Estate Planning Taxes Planning Investing 102

Nerd's Eye View

NOVEMBER 29, 2022

Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. Welcome back to the 309th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Anh Tran.

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Estate Planning Financial Advisor Financial Services Clients 241

AdvicePay

JUNE 13, 2024

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.

Insurance Coverage 61

Insurance Coverage Financial Planning Estate Planning Tax Planning 61

Darrow Wealth Management

MAY 6, 2024

Settling an estate is a process that takes time — months not days. Here’s a checklist to help you manage the process as executor of your parents estate. What to do when a parent dies and you’re the executor The executor (also called personal representative) is responsible for settling the estate.

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Estate Planning Distribution Valuation Taxes 87

Wealth Management

FEBRUARY 21, 2023

Private Client Solutions will help advisors access areas of expertise beyond investment management, including tax and estate planning and acquisition strategies.

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Estate Planning Taxes Clients Planning 97

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.

Estate Planning 52

Estate Planning Planning Assets Management 52

International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Here will discuss why CFP professionals are the first choice for millions of people worldwide regarding managing their finances. By paying for CFP services, you strengthen your overall financial plan.

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Certified Financial Planner Financial Planner Assets CFP 52

Yardley Wealth Management

JUNE 6, 2023

The post Secure Your Financial Legacy appeared first on Yardley Wealth Management, LLC. Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Financial planning services can assist with developing a comprehensive estate plan.

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Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

Carson Wealth

DECEMBER 13, 2022

CFP ® , Director of Consumer Investment Research . Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. On the other hand, activities such as giving investment advice or selling a mutual fund are regulated. What Do Wealth Managers Do? Craig Lemoine, Ph.D.,

Wealth Management 52

Wealth Management Financial Advisor Management Financial Planner 52

Darrow Wealth Management

JANUARY 29, 2024

This article is a high-level overview of the various estate planning techniques and considerations when using revocable living trusts from the perspective of a wealth advisor (e.g. The US has 50 states – each with their own tax laws and estate planning opportunities. A trust is just one part of an estate plan.

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Estate Planning Distribution Taxes Wealth Management 80

WiserAdvisor

AUGUST 26, 2022

When it comes to money management, there are a lot of different schools of thought. If yes, then DIY financial planning might be a good option for you. On the other hand, if you tend to struggle with budgeting or find financial planning overwhelming, then professional money management could be a better solution.

Management 101

Management Financial Advisor Financial Planning Retirement Planning 101