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Morgan Christiansen, VP of Distribution at The Pinnacle Group, explores the evolving role of insurance in financialplanning at Nitrogen's 2024 Fearless Investing Summit.
Howard Sharfman, Senior Managing Director at NFP Insurance Solutions joins Ryan Nauman to cover the different roles insurance can play in creating a comprehensive financialplan, the correct tax treatment of life insurance, the integration of annuities into investment portfolios and the overall impact of insurance products on financial security.
kitces.com) How long-term care insurance went away. advisorperspectives.com) Financialplanning CAN change lives. (kitces.com) Tax-loss harvesting is going long-short. bloomberg.com) How should consumers think about the cost of an adviser? barrons.com) We all make mistakes, including advisers. signaturefd-3437664.hs-sites.com)
However, HSAs require individuals to be covered by a High Deductible Health Plan (HDHP), which has tradeoffs compared to traditional health insuranceplans. While HDHPs are often expected to come with higher deductibles than traditional plans, these deductibles may be higher than they appear.
What Is FinancialPlanning and Why Does It Matter in a Crisis? Financialplanning begins with a thorough analysis of your short- and long-term financial situation, including all sources of income, your current spending patterns and debt, and your plans for the future. Diversification.
The financialplanning industry is constantly undergoing change. Financial advisors should take these factors into account to ensure their clients receive the right experience. This article will discuss some of the most pivotal financialplanning industry trends to watch out for this year.
In the mid-20th century, the first phone call for a person who needed guidance on saving or planning for retirement was likely to be to a stockbroker or a mutual fund or insurance salesperson. So, in the late 1960s, a movement began to organize and promote best practices that would establish financialplanning as a true profession.
Banks, FPFS Worldwide, we face a dreadful undercoverage of insurance. Too many financial advisors have become simply wealth managers, not realizing that insurance is the foundation of a financialplan. We know what we can plan for, but we still don’t know what will go wrong. By Caroline A.
Early retirement has unique financialplanning challenges, particularly regarding health insurance and tax strategies. For people who retire before age 65, the challenge of finding affordable and adequate health insurance adds another layer of complexity to their financialplans.
Mumbai, July 02, 2025 : India continues to grapple with a significant life insurance protection gap—one that has risen from 83% in 2019 to 87% in 2023, according to a December 2023 NIA study(i). This growing vulnerability poses a serious threat to families’ financial security and aspirations. This campaign aims to change that mindset.
The post Securing Your Legacy: FinancialPlanning Tips for Your Children’s Future appeared first on Yardley Wealth Management, LLC. Securing Your Legacy: FinancialPlanning Tips for Your Children’s Future Introduction As parents, one of our greatest goals is to ensure our children’s future financial well-being.
So far, I’ve written about AI notetaker Jump and its integration with the financialplanning application RightCapital , and the AI-powered financialplanning application and company Conquest Planning and its $80 million fund raise to help accelerate its U.S. It has become a challenge to keep up with new rollouts.
Freelancing is liberating, but without a solid financialplan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financialplanning for freelancers comes in. Plan for taxes ahead of time 4.
FP Alpha is transforming financialplanning with AI-driven automation and scenario modeling, making advanced planning accessible and efficient for advisors and their clients.
Ratner June 11, 2025 2 Min Read A client whose estate will remain non-taxable after 2025 has a policy in an irrevocable life insurance trust (ILIT) that was presumably purchased for estate tax liquidity. Related: Zephyrs Adjusted for Risk: Holistic Wealth Strategy and The Essential Role of Insurance About the Author Charles L.
Podcasts Thomas Kopelman and Jacob Turner talk what you should look for in auto insurance. youtube.com) Health insurance Health insurance costs are only going up. wsj.com) Even when you have health insurance your work isn't done. awealthofcommonsense.com) Receiving a financial windfall? Talk to someone.
Organize and Update Key Documents Summer is also a great time to review the paperwork side of your financial life. Make sure your beneficiary designations are current, check your insurance coverage, pull your credit report, and revisit estate planning documents.
The post Is Talking to a Financial Planner Worth It? Exploring the Benefits of FinancialPlanning appeared first on Yardley Wealth Management, LLC. Is Talking to a Financial Planner Worth It? Exploring the Benefits of Professional Financial Advice Introduction “Is talking to a financial planner worth it?”
sites.libsyn.com) Katie Gatti Tassin talks with Jeremy Porter about how home insurance and climate change are affecting the housing market. humbledollar.com) Personal finance Two questions to ask if you need to re-prioritize your financialplan. timmaurer.com) Financial influencers are not looking out for your best interests.
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Because when it comes to financialplanning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financialplanning checklist for the new year. Review life insurance policies, health coverage, and long-term care options.
Develop a risk management plan to implement strategies that minimize or eliminate risks, and protect your business with appropriate insurance coverage, such as liability, property and business interruption insurance. Get Help with Tax Planning Tax planning is a critical component of financial management.
Podcast Jim Dahle talks with Michael Kitces talk about the state of the financialplanning business. wealthmanagement.com) Generative AI is going to make the problem of elder financial abuse worse. sherwood.news) Long term care is expensive and hard to insure for. riabiz.com) Vanilla raised another round of capital.
I want to share some key lessons learned to help you review your own insurance coverage and emergency preparedness. Key Takeaways & Insurance Considerations Ensure Your Home Can Alert You in an Emergency Many neighbors close to the fire didnt wake up when we knocked on their doors.
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In the early days of financialplanning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning.
What's unique about Danielle, though, is how she has created a process she calls "Financial Fingerprints To Footprints ", where she helps clients who are struggling to implement their financialplanning recommendations by working with them to unlock their money memories and help them understand how the financial lessons of their past may be creating (..)
Welcome back to the 346th episode of the Financial Advisor Success Podcast ! Jim is the founder of MainStreet FinancialPlanning, an hourly, fee-only financialplanning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills.
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The broader concern is that giving actionable tax advice can expose advisors to legal and financial liability, especially since RIA compliance policies and E&O insurance typically only cover investment advice. But it also demands new considerations in how those strategies are presented.
By Antoinette Tuscano, MDRT senior content specialist Throughout the world, people can bypass a financial advisor and go online to buy life insurance. In some Asian countries, this reality seems particularly alarming since the life insurance market is near the saturation point. How will I stay in business?
Welcome back to the 336th episode of the Financial Advisor Success Podcast ! Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financialplanning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25
kitces.com) Daniel Crosby talks with Jon Dauphiné of the Foundation for FinancialPlanning about the value of pro bono planning. theirrelevantinvestor.com) Planning Are you doing these seven things that represent 'real financialplanning'? blairbellecurve.com) Why people take Social Security early.
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Bobby Johnson is an experienced general agent and sales and distribution executive in the financial services industry. He leads life insurance distribution strategies, focusing on expanding agent partnerships and enhancing customer experiences.
Advisors who learn how to incorporate these and other emerging asset classes into Life-Centered FinancialPlans will be offering a valuable service that sets them apart — especially in the eyes of high-net-worth individuals. Including collectibles in estate planning to avoid family disputes.
There are many financialplanning considerations before, during, and after a divorce. A key part of the process from a financial standpoint is dividing the assets. Here are some key considerations when financialplanning for a divorce. Here’s a checklist of post-divorce financialplanning moves.
In this podcast I talk with Broc Buckles of BC Brokerage about how to avoid falling for a bad life insurance pitch. I am a CFA® charterholder and financial advisor marketing consultant. Bad life insurance pitches are all over the place! If you are a financial advisor, your clients have probably been pitched bad life insurance.
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