Abnormal Returns

APRIL 3, 2023

Podcasts Christine Benz and Jeff Ptak talk hourly financial planning with Mark Berg who is the founder of and lead advisor at Timothy Financial Counsel. wsj.com) Somebody just paid a really big estate tax bill. allaboutyourbenjamins.com) Brendan Frazier talks with Warren Berger about asking better (client) questions.

Financial Counseling 130

Financial Counseling Wealth Management Retirement Planning Retirement 130

Fortune Financial

JANUARY 11, 2024

Additionally, this strategy offers tangible benefits to the company, including enhanced productivity, a stronger employer brand and potential financial incentives like tax benefits. Consider offering traditional and Roth options to provide flexibility in future tax treatment.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

Nationwide Financial

NOVEMBER 10, 2022

Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S. There are also tax benefits that military members can take advantage of. This information is general in nature and is not intended to be tax, legal, accounting or other professional advice.

Financial Planning 52

Financial Planning Planning Education Clients 52

eMoney Advisor

DECEMBER 5, 2022

By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan. Using communication skills derived from financial counseling , learn what would be a win for each of the partners.

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

Clever Girl Finance

JANUARY 26, 2024

If applicable, your counselor might suggest that you enroll in housing counseling or foreclosure prevention counseling. There, you can learn about better budgeting , mortgages, taxes, and more related to homeownership. Lastly, if student loans are a factor, look into student loan counseling.

Debt Management 52

Debt Management Financial Counseling Budgeting Nonprofit 52

The Big Picture

JUNE 6, 2023

SETHI: When I show people for example that if you take a mortgage, you might as well just add on 50 percent to that mortgage to account for taxes, interest, maintenance, opportunity costs they are shocked they can’t believe it. RITHOLTZ: Right. SETHI: I just love a good hospitality story. RITHOLTZ: Last two questions.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130