Live from Heckerling: 2023 Estate and Tax Planning Developments
Wealth Management
JANUARY 8, 2024
What were the significant tax and non-tax issues of last year? Speakers at Heckerling discuss tax planning, estate planning and philanthropy cases.
The Wealth Management Digest
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.
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How to Choose the Right Wealth Management Firm in Kansas City
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.
Integrated Diploma in Wealth Management: A Comprehensive Program for Aspiring Wealth Managers
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.
How to Choose the Right Wealth Management Firm in Kansas City
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.
Estate Planning: A Key Part of Any Financial Plan
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.
5 Things To Consider Before Hiring A Wealth Manager
International College of Financial Planning
JUNE 30, 2022
Hiring a wealth manager is one of the biggest financial decisions you’ll make. Hiring a wealth manager is a long-term investment, so it’s important to find someone who will take the time to get to know your goals, values, and long-term goals. Factors to be considered before hiring a wealth manager. .
Why Integrated Diploma in Wealth Management is the Right Choice for a Career in Finance?
International College of Financial Planning
MAY 29, 2023
The finance industry offers many career opportunities for aspiring professionals, with wealth management being one of the most rewarding and lucrative options. An Integrated Diploma in Wealth Management can provide you with the knowledge and skills required to excel in this dynamic field.
2 Key Benefits of Living Trusts
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. non-attorney).
Celebrity Estates: King Charles III and How International Heirs Impact Tax Planning
Wealth Management
JUNE 26, 2023
Prince Harry's decision to live in the United States sheds light on some of the pain points of creating an estate plan with international heirs.
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What Should You Do with a Cash Windfall?
Darrow Wealth Management
MAY 3, 2024
And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. The sudden wealth is the same – but spending drives the outcome. Depending on your goals and personal financial situation, there may be many more planning opportunities to consider.
Part 1: The Tools of the Tax-Planning Trade
Yardley Wealth Management
FEBRUARY 1, 2022
The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome.
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Part 1: The Tools of the Tax-Planning Trade
Yardley Wealth Management
FEBRUARY 1, 2022
The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade. No wonder people get nervous when there’s lots of talk about higher taxes, but little certainty on what may come of it, and who it might affect. .
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Part 2: Tax-Wise Investment Techniques
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.
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Part 2: Tax-Wise Investment Techniques
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.
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The Impact of Financial Planner Certification or CFP® on Career Growth
International College of Financial Planning
FEBRUARY 23, 2024
It demonstrates to employers, peers, and clients alike that the holder possesses a comprehensive understanding of financial planning concepts, including retirement, tax planning, investment management and estate planning.
What are the Different Types of Financial Advisors?
WiserAdvisor
JUNE 2, 2023
These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. Their main area of focus is wealth preservation. Need a financial advisor?
What is a Financial Plan, and How Do I Make One?
Harness Wealth
JUNE 9, 2023
In this article, we’ll go into detail on what to think about when it comes to financial planning, as well as a step-by-step process of how to build a sample financial plan that aligns with your personal goals and needs. Table of Contents What is a Financial Plan? Why is Financial Planning so Important?
Selling a Business? Brokers Share Tips on How to Maximize the Sale Price
Darrow Wealth Management
AUGUST 28, 2023
Your business advisory team may consist of: a business broker or M&A advisor, accounting and tax advisors, and transaction/M&A attorney. On the personal side, your financial advisor , estate planning attorney, and CPA/tax advisor should be involved throughout the process. The post Selling a Business?
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4 Financial Concerns High-Net-Worth Individuals Face
WiserAdvisor
AUGUST 8, 2022
Getting the right financial advisor: Financial planning for high-net-worth individuals can include tax planning, managing philanthropic activities like charity, asset protection, estate and succession planning, and risk management, among several other things. Certified Private Wealth Advisor (CPWA).
How Wealthy People Invest Their Money for High Returns
WiserAdvisor
MARCH 19, 2024
These investments serve not only to grow their wealth but also to protect it against market volatility and economic downturns. These strategies primarily involve asset allocation , tax planning, estate planning, and retirement planning, among other things.
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CFP- All You Need To Know – New Course Structure
International College of Financial Planning
JUNE 10, 2022
Level 1: CFPC® Investment Planning Specialist . Level 2: CFPC® Retirement and Tax Planning Specialist . Level 3: FPSB® Risk and Estate Planning Specialist . Level 4: FPSB® Integrated Financial Planning Course . The new course structure will bring an enhanced educational experience to our students.
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Planning Details for NUA: A Tax-Saving Strategy
Fortune Financial
JULY 28, 2022
The analysis of how much, if any, of the employer securities within a retirement plan to elect NUA treatment is a unique decision based on three things: projected annual retirement needs, projected future marginal tax rates and estate planning considerations. Watch to Learn More About General Rules Surrounding NUA.
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Financial Advisor Website Showcase: Navis Wealth Advisors
FMG
JULY 14, 2022
While many firms offer investment and financial planning, we go the extra mile by offering tax planning and advice, as well as business consulting and insurance and estate planning, just to name a few. Navis Wealth Management was founded in 2018, what has been the hardest part of getting to where you are today?
An Insight into Investment Advisor Courses and Training Programs
International College of Financial Planning
NOVEMBER 10, 2021
This is a booming career option and one that is expected to grow exponentially in the coming years as more Indians join one of the fastest-growing middle classes in the world and look for better investment, insurance, and tax planning options to secure their future.
How to Become a Financial Advisor in India?
International College of Financial Planning
AUGUST 2, 2021
The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Wealth Management Firms.
IRS Wants to Change the Inherited IRA Distribution Rules
Darrow Wealth Management
AUGUST 8, 2022
The post IRS Wants to Change the Inherited IRA Distribution Rules appeared first on Darrow Wealth Management. The new proposal sets criteria for qualifying for disability status based on age and other factors. Beneficiary’s age and the IRS’ Uniform Lifetime Table.
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Do I Need A Financial Advisor? Here’s How To Decide
Clever Girl Finance
JULY 16, 2023
A Certified Public Accountant (CPA) is best equipped to support all your tax needs. A CPA who is also passionate about financial planning will be able to touch on your bigger financial picture while homing in on your taxes. So if you need to make a tax plan, these professionals will be more helpful.
Do I Need A Financial Advisor? Here’s How To Decide
Clever Girl Finance
JULY 16, 2023
A Certified Public Accountant (CPA) is best equipped to support all your tax needs. A CPA who is also passionate about financial planning will be able to touch on your bigger financial picture while homing in on your taxes. So if you need to make a tax plan, these professionals will be more helpful.
6 Key Differences in Investment Strategies Between the Rich and Middle Class
WiserAdvisor
JANUARY 5, 2024
A financial advisor can help you make sense of high-income earners’ investment strategies and methods of wealth management for the middle class. Business ownership ensures the transfer of wealth through estate planning. These not only serve philanthropic purposes but also come with potential tax benefits.
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7 Wealth Strategies For High-Net-Worth Individuals In 2023
WiserAdvisor
JANUARY 27, 2023
Due to the complex and diverse range of their financial assets, these individuals also require specialized high-net-worth financial planners and personalized investment management tailored to meet their specific needs. 2023 may see several changes with respect to retirement plans, Social Security, etc., can be effective.
Part 3: Tax-Wise Financial Planning
Yardley Wealth Management
MARCH 1, 2022
The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. Life happens.
Part 3: Tax-Wise Financial Planning
Yardley Wealth Management
MARCH 1, 2022
The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning. In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. . Life happens.
Blog #221: Testing Financial Tolerance™for Zero Estate Tax withLoan-Based Private Split-Dollar and Wealthy and Wise
Robert B. Ritter Jr.
MAY 30, 2022
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the Loan-Based Split-dollar System and Wealthy and Wise®) Blog #221 follows up on Blog #220, which described coupling Premium Financing with Wealthy and Wise® to produce a powerful wealth planning concept called “Zero Estate Tax.”
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Blog #220: Testing Financial Tolerance™for Zero Estate TaxUsing InsMark’s Premium Financing and Wealthy and Wise
Robert B. Ritter Jr.
APRIL 30, 2022
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the Premium Financing System and Wealthy and Wise® ) This Blog describes combining our Premium Financing and Wealthy and Wise® Systems to produce a powerful wealth planning concept called “Zero Estate Tax,” Most clients prefer comparing their (..)
5 Ways to Manage a Concentrated Stock Position
Darrow Wealth Management
FEBRUARY 19, 2024
Taxes should always be a component of any investment decision — but not the main driver. Individuals who inherit a concentrated stock position should speak with their estate planning attorney to confirm whether they’ll receive a step-up in basis. If so, there might not be any material tax impact from selling shares.
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Blog #216: Cost of Waiting(Delay is the Deadliest Form of Denial)
Robert B. Ritter Jr.
DECEMBER 29, 2021
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Reasons to Act Now You should acquire your life insurance as soon as you determine its usefulness. That’s when your health may be the best it will ever be, and the benefits are more favorable […].
Blog #213: Missed ourMay 2021 Virtual Symposium?
Robert B. Ritter Jr.
SEPTEMBER 8, 2021
Did you miss our May 2021 Virtual Symposium? Don’t worry. Register now for FREE to access the meeting recordings, PowerPoints, and the many resources from our Exhibit Hall Booths. You don’t need to be licensed for any InsMark products to view our Symposium site.) If you are interested, don’t delay — registration is available only […].
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Blog #212: InsMark’s Introductionto the Ultimate Professional Coach
Robert B. Ritter Jr.
AUGUST 30, 2021
The Center for Tax Strategies & Resources is a premiere coaching resource for the financial industry. It is also one of only two organizations to which InsMark has extended serious product discounts (the other is First Financial Resources). Watch a video regarding InsMark from mega-producer Simon “Stuffy” Singer, Founder of the Center.
Financial Planning for High-Net-Worth Individuals
WiserAdvisor
JULY 24, 2022
If you are a high-net-worth individual and wish to learn about wealth preservation, tax-saving strategies, and management of large estates; engage the services of a wealth advisor who can advise you on the same. Income and capital gains tax planning: The tax system in the U.S
Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA
Sara Grillo
APRIL 11, 2022
These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. Please conduct your own diligence on any wealth manager you are considering hiring. Hourly financial advisors are not common. Jon Luskin.
Blog #217: Tax Bombs That Never Exploded(More on Grantor Trusts)
Robert B. Ritter Jr.
JANUARY 31, 2022
estate planning has escaped the tax bombs Democrats wanted to drop. With Joe Biden’s Build Back Better (BBB) collapsed, it’s back to rational planning concepts, like the intentionally defective […]. It looks like U.S.
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