Wealth Management
AUGUST 13, 2025
Estate Planning Isnt Just for Lawyers Estate Planning Isnt Just for Lawyers Too many advisors think its someone elses job to handle estate planning. Estate Planning Isnt Just for Lawyers Estate Planning Isnt Just for Lawyers Too many advisors think its someone elses job to handle estate planning.
Wealth Management
JULY 30, 2025
With the exemption at historically high levels and the rules finally settled, general partners (GPs) in private equity and venture capital funds have the opportunity to secure meaningful estate tax savings by transferring carried interest before it appreciates.
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Wealth Management
JULY 2, 2025
As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually.
Wealth Management
AUGUST 12, 2025
Intra-Family Loans as a Planning Tool Intra-Family Loans as a Planning Tool A lending strategy worth a second look. When structured properly, this lending strategy offers both flexibility and meaningful estate planning benefits. Advisors Say, Not So Fast Microsoft Report Says AI Will Replace Advisors.
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. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.
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. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.
The Big Picture
JULY 16, 2025
At The Money: The Right Way to Spend Your Money in Retirement (July 16, 2025) One of the biggest challenges of retirement is actually spending your money! She joins Barry Ritholtz to discuss what you need to know about planning for retirement. She is the Director of Personal Finance and Retirement Planning at Morningstar.
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