Nerd's Eye View

APRIL 21, 2025

When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it.

Retirement

Wealth Management

JUNE 20, 2025

Joey Corsica & SpotMyPhotos Fast-paced and nerve-wracking for some of the presenters, the annual WealthStack Demos did not disappoint and have become a fan favorite among attendees of the Wealth Management EDGE conference held last week at The Boca Raton resort in Boca Raton, Fla. s Mili AI won.

Wealth Management

Wealth Management

AUGUST 5, 2025

is the present, UMA 3.0 Related: Citi Global Wealth at Work: Investment Guidance for Execs and Other Professionals This stage is as much about re-platforming as it is about rethinking, and the challenge is both technological and organizational. Futureproofing Toward UMH If UMA 2.0 is the future.

Wealth Management

Wealth Management

JULY 22, 2025

This approach can be challenging for some firms but presents significant opportunities for scale and growth.” Majority-Women RIA Some firms have centralized under one brand from the start, Caruso said, including Mercer Advisors and Creative Planning. Related: EP Wealth Acquires $1.2B

Estate Planning

Wealth Management

JULY 31, 2025

Malhotra said advisors usually hear about Savvy via referrals and word of mouth from other advisors, but the firm also works to be present “wherever the advisors are” with their message, including social media and marketing campaigns.

Estate Planning

Wealth Management

JUNE 11, 2025

But Here’s the Rub A comprehensive discussion along the lines suggested in the article I posted will require a lot of work by the agent, including all the data gathering, consultation with advanced planning attorneys, coordination with other advisors, presentation preparation, etc. Ratner Charles L. See more from Charles L.

Wealth Management

Wealth Management

JUNE 20, 2025

Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at Wealth Management EDGE.

Wealth Management

Tobias Financial

JUNE 16, 2025

These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents. Without periodic evaluations, it’s possible for parts of your plan to become misaligned with your current circumstances. It is for information and planning purposes only.

Planning

Zoe Financial

DECEMBER 28, 2024

Read books and blogs , attend webinars, or consult with a wealth advisor to deepen your understanding of investments, estate planning, and other topics. Update Your Estate Plan Help ensure your legacy is protected by maintaining an up-to-date estate plan. Zoe Financial does not provide legal advice.

Estate Planning

Wealth Management

JULY 18, 2025

About 8% of its roughly $546 billion of assets as of the end of March came from semi-liquid wealth-related products, according to an investor presentation. A representative for Ares declined to comment. The firm is among many asset managers making a larger push in offering private assets to individuals.

Media

Harness Wealth

JULY 31, 2025

These changes touch everything from estate planning to gig economy reporting—and they demand more than reactive form filing. The impending TCJA sunset in 2026 necessitates immediate planning , particularly for high-net-worth clients who may face significant changes in tax treatment, and estate planning options.

Taxes

Nerd's Eye View

MAY 13, 2025

In this episode, we talk in-depth about how Ed identified the 1986 Tax Reform Act as an opportunity for him as young accountant to dig into the new rules regarding IRAs (that older accountants weren’t interested in touching), how Ed was able to significantly raise his fees in his accounting practice with little pushback from clients by focusing (..)

Financial Advisor

Harness Wealth

APRIL 17, 2025

Understanding these deductions is more critical than ever as tax laws evolve, presenting new opportunities for savings. Partner with Harness for top-tier advisory services in financial, tax, and estate planning. Connect with our expert advisors today for guidance on life events, equity compensation, or retirement planning.

Taxes

Diamond Consultants

FEBRUARY 11, 2025

As clients are demanding more from advisors, many firms have added subject matter expertise in the areas of advanced financial planning, tax advisory, estate planning, tax preparation, and even life coaching.

Compliance

WiserAdvisor

JUNE 4, 2025

Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurance coverage, retirement strategy, and even estate planning. While each of these goals is important individually, what matters more is how they all fit together.

Financial Planning

Steve Sanduski

APRIL 8, 2025

.’ So they read it and they document it, they model it into the financial planning software, how it’s going to work when shares are coming in over time. And we’re able to model that in and present it in such a way so people can understand it. Do you have an estate plan? What’s their life look like?

Communication

Dear Mr. Market

DECEMBER 3, 2024

While the premise might sound counterintuitive to those who have spent decades espousing financial discipline and planning (myself included), the arguments he presents are hard to ignore, especially with the sounds of Maui waves washing onto the beach.

Financial Planner

Financial Symmetry

APRIL 14, 2025

Each state will have its own 529 plan through its selected investment custodian, but you can open one at ones where you may already have accounts set up (Fidelity, Vanguard, etc.). Consulting with a dedicated estate planning attorney is crucial before setting these types of irrevocable trusts up.

Accounting

The Big Picture

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. And I, I found it to be an absolutely fascinating conversation. You went 95% into stocks.

Investing

Harness Wealth

JANUARY 28, 2025

In the realm of estate planning, the Lifetime Gift and Estate Tax Exemption is set for a substantial decrease in 2026, reverting to approximately $7 millionunless Congress intervenes. Either way, its important to review and update estate plans regularly to align with changing tax laws and personal circumstances.

Taxes

WiserAdvisor

JUNE 11, 2025

In fact, these downturns can present opportunities to buy into the market at lower prices. Your plan should go beyond your 401(k) and take into account all aspects of your financial life, including your Social Security timing, pensions, healthcare costs, tax strategies, and estate planning.

Budgeting

Harness Wealth

APRIL 16, 2025

Roth IRA conversions present a significant challenge for retirement planners: pay taxes now or later? The stakes became higher after the Tax Cuts and Jobs Act of 2017 eliminated recharacterizationthe ability to reverse conversions that did not work as planned. One of the Roth IRA’s most compelling features?

Taxes

Harness Wealth

JULY 31, 2025

In less than two years, estate planning regulations will undergo a seismic shift. The Tax Cuts and Jobs Act of 2017 , which temporarily doubled estate and gift tax exemptions, is hurtling toward its expiration date of December 31, 2025. million from federal estate taxes, with married couples enjoying a combined exemption of $27.22

Estate Planning

MainStreet Financial Planning

NOVEMBER 14, 2024

Join Anna Sergunina, CFP® and Vida Jaulis, CFP®, and guest estate planning expert Barry W. Finkelstein, as they provide insights into establishing a meaningful estate plan to ensure a smooth transfer of assets through trusts, wills, and essential directives. About Barry W.

Assets

Zajac Group

APRIL 23, 2025

This amount of the deduction is determined based on the present value of the remaining interest on the date of the contribution (this also takes into consideration the fact you will be receiving income from the CRT for several years). Take the deduction : As the donor, you receive a charitable income tax deduction.

Distribution

Cornerstone Financial Advisory

JANUARY 27, 2025

This includes estate planning, which is not just about securing our family’s future, but about being a good steward of God’s blessings. ” (Proverbs 6:6-8) This verse highlights the importance of working hard and investing in your future by making the most of present opportunities.

Estate Planning

Indigo Marketing Agency

MAY 13, 2025

B2B Referral Partnerships Building strategic alliances with professionals like CPAs , estate planning attorneys, and family law attorneys can be incredibly powerfulespecially if your niche aligns with theirs. Estate planning attorneys can be strong allies. Targeting women in transition? People crave education.

Financial Advisor

Wealth Management

JULY 11, 2025

Reaction of the Estate Planning Industry Amid this paradigm shift, estate planners and trust banks are choosing to “go crypto” or stay within traditional legal concepts and principles. A clear and present push for a more active cryptocurrency market likely will mean more regulatory and taxation reform in its favor.

Estate Planning

Carson Wealth

JULY 25, 2025

CRTs offer flexible funding options, be it cash, securities, or real estate. They combine financial planning with charitable giving. A charitable remainder trust is a tax-advantaged estate planning tool. What Is a Charitable Remainder Trust?

Nonprofit

Wealth Management

JULY 18, 2025

What Can Shakespeare Teach Us About Estate Planning? That’s the essence of estate planning, a uniquely human enterprise. Unlock All Access Premium Subscription Get Trusts & Estates articles, digital editions, and an optional print subscription. Four observations inspired by The Bard of Avon.

Estate Planning

Tobias Financial

JULY 28, 2025

Estate planning is an important part of your overall financial picture. To support that effort, we’re sharing a helpful visual resource that outlines the key elements of an estate plan. It is for information and planning purposes only.

Estate Planning

Nerd's Eye View

JUNE 11, 2025

Even with the right messaging and tools, many clients still delay the estate planning process for various reasons. Some may assume that estate planning doesn't apply to their stage of life, especially those in their 30s–50s, who often believe their assets will automatically pass to a partner or children.

Estate Planning

Tobias Financial

JUNE 12, 2025

While we do not provide legal advice, we can help you understand how these documents may fit into a broader financial or estate plan. If you have questions or would like to learn more about how to integrate these tools into your family’s planning, we’re here to help. It is for information and planning purposes only.

Medical

Wealth Management

JULY 30, 2025

These conversations don’t rely on, “Yeah, but if the Democrats get back in…” Related: How Life Insurance Agents Can Prepare for a Potential Downturn in Business I’ve published various articles that can give carriers and BGAs the basis for constructing presentations on many of the components of this overall objection.

Insurance

Wealth Management

JUNE 11, 2025

A recognized speaker on the topic of family wealth, she has been published in Trusts & Estates magazine, Private Wealth , The Washington Post , Forbes , Wealth Manager magazine, Fund Fire , Infovest , and other newspapers and periodicals.

Wealth Management

Nerd's Eye View

MAY 6, 2025

In this episode, we talk in-depth about how the branding consultant encouraged Nicole to first take a step back and explore big picture questions for what she wanted from her firm (such as what an ideal day would look like for her) rather than just starting with the characteristics of her target clientele, how Nicole (based on the results from this (..)

Clients

Wealth Management

FEBRUARY 26, 2024

With the news of King Charles' cancer diagnosis, we re-present this episode exploring how estate plans work when there are international heirs involved.

Estate Planning