International College of Financial Planning

JUNE 30, 2022

The wealth manager offers advisory services or multiple products, including mortgages, retirement plans, stock options, tax planning, bonds and real estate investment. So make sure that you hire a financial planner who is regularly in touch with you. . Advice client on financial services and product .

Wealth Management 52

Wealth Management Management Financial Planner Tax Planning 52

Nerd's Eye View

MARCH 15, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the final version of the Department of Labor’s (DoL) new “Retirement Security Rule” has been sent to the Office of Management for review, with the rule potentially going into effect in early (..)

Financial Planner 194

Financial Planner CFP Taxes Tax Planning 194

Harness Wealth

MAY 25, 2023

Besides the fees paid by clients, fee-based advisors may also receive commissions on certain financial products they sell. Between $1,000 and $3,000 A comprehensive financial plan could cost $2,000. Retainer Fee A set annual fee for a predetermined set of services.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

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

Nerd's Eye View

MARCH 15, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the final version of the Department of Labor’s (DoL) new “Retirement Security Rule” has been sent to the Office of Management for review, with the rule potentially going into effect in early (..)

Financial Planner 130

Financial Planner CFP Taxes Tax Planning 130

WiserAdvisor

MARCH 13, 2024

With proper planning and professional advice, you can enjoy a secure and fulfilling retirement while effectively managing your healthcare costs and ensuring peace of mind for the future. Pillar 3: Tax planning Tax planning is indispensable for optimizing your retirement finances and safeguarding your wealth for the future.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Fortune Financial

SEPTEMBER 25, 2023

Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

eMoney Advisor

FEBRUARY 16, 2023

The Spectrem Group conducted a study that determined a breakdown of the services investors received, desired, and valued. 2 The chart below depicts those variables as applied to various value-add financial services and provides some insight into ways advisors can expand their service offerings based on what is desired and valued by clients.

Financial Planning 75

Financial Planning Clients Planning Estate Planning 75

Robert B. Ritter Jr.

MAY 30, 2022

The post Blog #221: Testing Financial Tolerance™ for Zero Estate Tax with Loan-Based Private Split-Dollar and Wealthy and Wise first appeared on Bob Ritter's Blog, ideas for financial service professionals.

Taxes 40

Taxes Financial Services Planning Certified Financial Planner 40

Robert B. Ritter Jr.

FEBRUARY 28, 2022

What are the benefit plans […]. The post Blog #218: Attracting and Retaining Key Executives first appeared on Bob Ritter's Blog, ideas for financial service professionals. Several non-owner executives can also qualify.

Financial Services 40

Financial Services Planning Certified Financial Planner Wealth Management 40

Robert B. Ritter Jr.

MARCH 28, 2022

The post Blog #219: Exceptional Split-Dollar™ (Part 1 of 2) (Including a “Jim Harbaugh” Variation to Recruit a President for a Tax Exempt University) first appeared on Bob Ritter's Blog, ideas for financial service professionals.

Recruitment 40

Recruitment Taxes Financial Services Planning 40

Robert B. Ritter Jr.

DECEMBER 29, 2021

The post Blog #216: Cost of Waiting (Delay is the Deadliest Form of Denial) first appeared on Bob Ritter's Blog, ideas for financial service professionals. That’s when your health may be the best it will ever be, and the benefits are more favorable […].

Financial Services 40

Financial Services Insurance Certified Financial Planner Wealth Management 40

Robert B. Ritter Jr.

OCTOBER 30, 2021

It’s an analysis of a Roth Conversion with the income tax paid by a Reverse Mortgage coupled with Indexed Universal Life — all illustrated with Wealthy and Wise®. The post Blog #214: Roth Conversion Magic first appeared on Bob Ritter's Blog, ideas for financial service professionals. Case Study […].

Financial Services 40

Financial Services Taxes Certified Financial Planner Financial Planner 40

Robert B. Ritter Jr.

SEPTEMBER 8, 2021

first appeared on Bob Ritter's Blog, ideas for financial service professionals. If you are interested, don’t delay — registration is available only […]. The post Blog #213: Missed our May 2021 Virtual Symposium?

License 40

License Financial Services Certified Financial Planner Wealth Management 40

Zoe Financial

APRIL 17, 2023

Implementing these strategies can help reduce tax bills, save more, and achieve financial goals sooner. Besides meeting all the requirements for this date, have you considered the impact of implementing long-term tax strategies on your wealth? Taking steps now can set you up for financial success and security.

Taxes 40

Taxes Retirement Tax Planning CFP 40

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. Keep reading to know more about the financial planning process for high-net-worth individuals and how it can benefit you: 1.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

The Big Picture

OCTOBER 19, 2022

So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. And they bring a lot of value, right? They’ll construct the portfolio.

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274

Robert B. Ritter Jr.

JANUARY 31, 2022

With Joe Biden’s Build Back Better (BBB) collapsed, it’s back to rational planning concepts, like the intentionally defective […]. The post Blog #217: Tax Bombs That Never Exploded (More on Grantor Trusts) first appeared on Bob Ritter's Blog, ideas for financial service professionals.

Taxes 40

Taxes Estate Planning Financial Services Planning 40