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

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

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. Advice client on financial services and product . Planning services . Tax planning services .

Wealth Management 52

Wealth Management Management Financial Planner Tax Planning 52

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

Prosperity Coaching

MAY 20, 2022

Financial Advisors Selling to Corporate Executives: Financial services are a diverse field because clients can range from blue-collar workers to high-income earners, all with vastly different needs. Read here: This is my 4th post in The Financial Advisor Ideal Client Blog Post Series: How to attract your ideal clients.

Financial Advisor 52

Financial Advisor Financial Services Clients Compensation Planning 52

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.

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

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.

APRIL 30, 2022

The post Blog #220: Testing Financial Tolerance™ for Zero Estate Tax Using InsMark’s Premium Financing and Wealthy and Wise first appeared on Bob Ritter's Blog, ideas for financial service professionals.

Financial Services 40

Financial Services Taxes Planning Clients 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

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

International College of Financial Planning

JUNE 10, 2022

CFP Certification is the certification globally in the field of Financial Planning, with over 2,00,000 plus Certificants. For those looking for a career in the financial services sector, CFP Certification provides a definite edge over other candidates and is widely respected by consumers, professionals & industry. .

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

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

Fortune Financial

SEPTEMBER 25, 2023

They have passed a series of exams and have a deep understanding of financial markets, investment strategies and portfolio management. Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting. Tax Planning Effective tax planning can significantly impact your overall financial well-being.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Robert B. Ritter Jr.

AUGUST 30, 2021

The post Blog #212: InsMark’s Introduction to the Ultimate Professional Coach first appeared on Bob Ritter's Blog, ideas for financial service professionals. Watch a video regarding InsMark from mega-producer Simon “Stuffy” Singer, Founder of the Center. With the link […].

Financial Services 40

Financial Services Taxes Wealth Management Estate Planning 40

Fortune Financial

SEPTEMBER 25, 2023

They have passed a series of exams and have a deep understanding of financial markets, investment strategies and portfolio management. Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting. Tax Planning Effective tax planning can significantly impact your overall financial well-being.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

FMG

OCTOBER 6, 2022

Salesforce — From lead and contact management to customizable reports, Salesforce is one of the most powerful tools to help financial advisors find, nurture, and convert leads faster and easier. That’s a lot of financial advice and staff to manage — not to mention a lot of names, anniversaries, and meetings to remember.

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

WiserAdvisor

FEBRUARY 19, 2024

Blind Spot 10: Poor tax planning Poor tax planning can be a blind spot in retirement that can have significant repercussions on your lifestyle. Therefore, it is essential to implement strategic tax planning strategies that optimize your tax situation and preserve the value of your retirement savings.

Retirement 66

Retirement Retirement Planning Healthcare Estate Planning 66

Inside Information

JUNE 28, 2022

People my age, who I grew up with in the business, the one-time rebels in the financial services community who bravely, boldly created the planning profession out of a dysfunctional sales culture, have gradually become obstacles to change in their own firms.

Clients 40

Clients Financial Services Retirement Planning Estate Planning 40

WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. Their main area of focus is wealth preservation.

Financial Advisor 52

Financial Advisor Financial Planner Wealth Management Portfolio Management 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

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

Zoe Financial

APRIL 4, 2023

Financial Tips to Keep in Mind Published April 5th, 2023 Reading Time: 6 minutes Written by: Kevin Ostergaard, CFP®, CIMA® & Mishkin Santa, J.D., TEP Zoe Financial Services Partner Retiring Abroad? This planning should encompass all sources of income and how they will be taxed for US purposes while living abroad.

Retirement 52

Retirement Taxes Compliance CFP 52

Harness Wealth

MAY 25, 2023

Chartered Financial Consultant (ChFC): This designation is issued by The American College of Financial Services. ChFCs have undergone extensive education and experience requirements, focusing more heavily on practical applications of financial planning. Tax services provided through Harness Tax LLC.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

WiserAdvisor

OCTOBER 11, 2022

While these can be avoided, there is another cash outflow that can considerably lower your savings and returns and is also hard to avoid – tax. Tax planning is essential. Tax is charged on every penny you earn. 248,300 base tax + 39% on the taxable amount. 345,800 base tax + 40% on the taxable amount.

Financial Planning 80

Financial Planning Accounting Taxes Planning 80

Inside Information

JULY 28, 2023

In the financial services world, I’m hearing stories that sound eerily similar. The members who sold those partnerships were in distress, awash in lawsuits, unsure what to recommend to clients, dealing with the dual shock of a severe market downturn and a new tax act that eliminated the value of their tax planning services.

Clients 40

Clients Budgeting Engineering Numbers 40

Harness Wealth

MARCH 17, 2023

An Introduction to DeFi Decentralized Finance (DeFi) is a rapidly evolving space, offering blockchain-based financial applications that enable individuals and businesses to access various financial services, including lending, borrowing, trading, and earning interest without traditional financial institutions as intermediaries.

Taxes 59

Taxes Government Assets Accounting 59

eMoney Advisor

FEBRUARY 9, 2023

Financial Planning Needs: Retirement planning Education and family planning Obtaining appropriate insurance coverage Business and tax planning Significant asset purchases Strategies for Serving Clients in This Stage: Clients at this stage are experiencing life events — both large and small — that will impact their financial planning needs.

Financial Planning 95

Financial Planning Clients Planning Education 95

WiserAdvisor

OCTOBER 4, 2022

Retirement planning can be a bit complex. There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession planning, tax planning, and more. However, the main drawback to this can be the lack of foresight regarding what and how to plan.

Budgeting 102

Budgeting Retirement Healthcare Food 102

Nerd's Eye View

MARCH 15, 2024

Also in industry news this week: CFP Board this week announced changes to its Sanctions Guidelines and revisions to its Fitness Standards that clarify the factors that determine how potential sanctions are determined and revise the framework use to determine whether a candidate is eligible to become a CFP certificant The Financial Services Institute (..)

Financial Planner 194

Financial Planner CFP Taxes Tax Planning 194

Nerd's Eye View

MARCH 15, 2024

Also in industry news this week: CFP Board this week announced changes to its Sanctions Guidelines and revisions to its Fitness Standards that clarify the factors that determine how potential sanctions are determined and revise the framework use to determine whether a candidate is eligible to become a CFP certificant The Financial Services Institute (..)

Financial Planner 130

Financial Planner CFP Taxes Tax Planning 130

WiserAdvisor

DECEMBER 29, 2022

You can also use strategies like tax loss harvesting to use your investment losses in a year to offset your taxes. Additionally, lifetime gift exemptions, holding on to your investments in favor of long-term capital gains tax, etc., can help you with tax planning.

Financial Advisor 52

Financial Advisor Taxes Financial Planning Education 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

Brown Advisory

JUNE 28, 2017

And finally, if it decides that it must try to minimize the deficit gap created by tax cuts, which deductions and special-interest provisions in the tax code will be put on the chopping block? We don’t have any of these answers yet, so it is far too early to be building any kind of detailed tax-planning strategies.

Taxes 52

Taxes Economy Clients Government 52

Brown Advisory

JUNE 28, 2017

And finally, if it decides that it must try to minimize the deficit gap created by tax cuts, which deductions and special-interest provisions in the tax code will be put on the chopping block? We don’t have any of these answers yet, so it is far too early to be building any kind of detailed tax-planning strategies.

Taxes 52

Taxes Economy Clients Government 52

The Big Picture

AUGUST 15, 2023

It’s part of their own tax planning. Certainly in financial services, we recognize now that there are all these microaggressions that have been in place for decades. RITHOLTZ: But some of these guys are sitting with a lot more than a billion dollars, and why not? Unless they have their own foundation.

Management 130

Management Investing Investments Government 130