Wealth Management

MARCH 10, 2023

Helping improve your clients' estate plans can ensure their financial wellness for generations to come.

Estate Planning 98

Estate Planning Planning Taxes Clients 98

Carson Wealth

NOVEMBER 5, 2022

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 in Your 20s . Craig Lemoine, Ph.D.,

Estate Planning 52

Estate Planning Planning Retirement Planning Financial Planner 52

International College of Financial Planning

OCTOBER 26, 2023

The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

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

Carson Wealth

FEBRUARY 29, 2024

Tom Fridrich, JD, CLU, ChFC ® , Manager and Senior Wealth Planner Giving something you own to someone else. It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. But when does gifting become a tax issue? Taxes on Giving??? million 2024 estate tax exemption: $13.61

Taxes 96

Taxes Financial Planning Planning Estate Planning 96

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 .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Wealth Management

JANUARY 24, 2024

Double-digit percentage point gains in both were notable findings in the annual advisor tech survey revealed at the T3 conference this week, as was the persistently low adoption of cybersecurity tools.

Estate Planning 111

Estate Planning Taxes Planning 111

Carson Wealth

JANUARY 3, 2023

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. Your estate plan is the key to ensuring your wishes are carried out after you die or you’ve become incapacitated and can’t make decisions on your own. .

Estate Planning 52

Estate Planning Planning Insurance Financial Advisor 52

Abnormal Returns

AUGUST 23, 2023

(papers.ssrn.com) How 529 plan accounts are treated in a divorce. marketwatch.com) Estate planning Estate planning is about showing our love for our families. wealthfoundme.com) More families are at risk from estate taxes looking out into 2025 and beyond.

Estate Planning 232

Estate Planning Retirement Communication Taxes 232

Nerd's Eye View

FEBRUARY 5, 2024

Welcome to the February 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 205

Estate Planning Financial Planning Planning Wealth Management 205

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

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 190

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 190

eMoney Advisor

MARCH 7, 2023

Stepchildren, remarriages, and ex-spouses: For the modern wealth management client with a blended family, planning to transfer wealth presents a web of complexity. Fortunately, financial professionals have tools and wealth transfer strategies that can help couples be intentional about the use of their assets in an estate plan.

Estate Planning 83

Estate Planning Planning Financial Planner Clients 83

Abnormal Returns

MAY 8, 2023

(citywire.com) Dynasty Financial Partners has formed Dynasty Investment Bank to provide services related to mergers and acquisitions in wealth management. thinkadvisor.com) The latest in advisortech news from April including the SEC's scrutiny of tax-loss harvesting systems.

Wealth Management 219

Wealth Management Estate Planning Taxes Valuation 219

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 210

Financial Advisor Estate Planning Clients Education 210

Park Place Financial

SEPTEMBER 8, 2022

ESTATES Family Estate Planning: The 6 Essentials Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. According to one survey, 67% of Americans have no estate plan, which may reflect an aversion to thinking about dying or getting gravely ill. Navigate Family Estate Planning with Park Place Financial .

Estate Planning 52

Estate Planning Planning Certified Financial Planner Medical 52

Darrow Wealth Management

JUNE 14, 2023

Depending on the nature of the windfall, planning opportunities and considerations will vary. For example, the tax laws and distribution terms for an inheritance is quite different to the tax and liquidity considerations during an IPO. In their situation, it meant they could sell all their shares tax free.

Management 82

Management Wealth Management Wealth Advisor Taxes 82

Wealth Management

AUGUST 21, 2023

King III provides an overview of the uncertain current and future status of state taxes and how they can impact your client’s planning needs.

Estate Planning 70

Estate Planning Taxes Planning 70

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. Diversification lies at the heart of investment planning. It serves as a fundamental risk management strategy.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

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. Financial planning, estate planning, tax planning, etc, rather than just picking stocks like in the old days.

Wealth Management 52

Wealth Management Management Financial Planning Taxes 52

Carson Wealth

OCTOBER 5, 2023

The foundation of your estate plan is a Last Will and Testament. Planning can tackle everything from beneficiary designations and estate tax to life insurance and planning for potential probate. It’s important to find an attorney who specializes in estate planning. What Is a Will?

Estate Planning 142

Estate Planning Planning Assets Taxes 142

Darrow Wealth Management

JANUARY 29, 2024

There are no tax benefits during life nor are there any adverse tax implications. 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. Other living trust benefits State estate tax planning.

Estate Planning 79

Estate Planning Distribution Taxes Wealth Management 79

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. Tax Considerations Be mindful of tax implications related to your goals.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Abnormal Returns

MAY 22, 2023

open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management? citywire.com) Estate planning Can new estate planning platforms put the adviser at the center of the process? transitiontoria.com) Practice management Talent retention is the key for advisory firms.

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

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. Tax Considerations Be mindful of tax implications related to your goals.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

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." dariusforoux.com) More Americans are facing the net investment income tax, or NIIT. savantwealth.com) What is an estate plan? cnbc.com) Robo-advisors Robo-advisors, ranked.

Retirement Planning 204

Retirement Planning Estate Planning Retirement Wealth Management 204

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! Tax refunds that are more than you expected. What should you do with a $1,000 windfall?

Management 73

Management Certified Financial Planner Financial Planner Consulting 73

Wealth Management

JULY 5, 2023

The IRS found the organization spent much time devoted to social and networking activities.

Estate Planning 70

Estate Planning Taxes Planning 70

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 225

Estate Planning Media Clients Wealth Management 225

Yardley Wealth Management

FEBRUARY 15, 2022

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.

Taxes 52

Taxes Investing Investments Tax Planning 52

Yardley Wealth Management

FEBRUARY 15, 2022

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques. In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.

Taxes 52

Taxes Investing Investments Tax Planning 52

Wealth Management

AUGUST 31, 2023

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

Estate Planning 95

Estate Planning Taxes Planning Investing 95

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

Abnormal Returns

OCTOBER 10, 2022

kitces.com) Peter Lazaroff on the difference between a financial adviser and wealth manager. riabiz.com) Taxes Why RIAs love to buy accounting firms. citywireusa.com) A look at the performance of automated tax-loss harvesting strategies. thinkadvisor.com) How taxes affect sustainable withdrawal rates. Panic is not.

Wealth Management 130

Wealth Management Financial Advising Estate Planning Taxes 130

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.

Estate Planning 94

Estate Planning Taxes Clients Planning 94

Fortune Financial

JULY 28, 2022

When you transfer most assets to a taxable account, there will be income tax, but with company stock, you can take advantage of net unrealized appreciation (NUA). . However, the tax deferral benefit comes at a cost tradeoff. Almost every dollar distributed from a pretax retirement account will be taxed at ordinary income tax rates.

Taxes 98

Taxes Planning Retirement Planning Distribution 98

Abnormal Returns

OCTOBER 23, 2023

advisorperspectives.com) Vanilla is rolling out more AI tools for estate planning. riabiz.com) The upside of pro bono financial planning. wealthmanagement.com) Another example of an RIA adding tax capabilities. (investmentnews.com) Goldman Sachs ($GS) admits that the purchase of United Capital was a mistake.

Compliance 162

Compliance Estate Planning Financial Advice Financial Advisor 162