Planning Related Topics 
Nerd's Eye View
APRIL 29, 2024
Financial advisors add value for their clients not only by helping them grow their wealth, but also by working with them to create a plan for how to use it. While much of this process may focus on the client's own lifetime planning needs (e.g., With this in mind, many financial advisors offer estate planning guidance to clients.
Nerd's Eye View
DECEMBER 18, 2024
While state and Federal regulations clearly outline recordkeeping requirements for areas like financials, advertisements, and trading records, there is a notable gap when it comes to documenting the delivery of services – especially financial planning services – necessary to justify the fees charged for those services.
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Nerd's Eye View
DECEMBER 26, 2024
Just a few decades ago, giving financial advice was largely a manual process – printing lengthy financial plans, processing physical checks, and managing paper files. These conversations are often emotional and vulnerable, requiring a sense of safety built on years of trust that technology simply can't replicate.
Nerd's Eye View
JANUARY 15, 2025
This lack of clarity made retirement planning significantly more challenging. The key point is that while the WEP and GPO only affected a certain subset of retirees and spouses, these provisions made planning more complex for those impacted. Read More.
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How Globalization Partners’ technology can enable a hybrid game plan. Download the eBook to learn more about: What the hybrid model of work is. How to choose the right hybrid model for your company.
Nerd's Eye View
DECEMBER 11, 2024
Advisors want to help clients set a secure, reliable retirement plan, yet even the most comprehensive assumptions will inevitably deviate from reality at least to some degree. The good news is that CMAs can still provide a range of realistic spending limits, and, even better, most financial plans are not static one-and-done roadmaps.
Nerd's Eye View
AUGUST 7, 2024
Consequently, when in estate planning, thinking about how to divide their assets after their death, they often aim to simply apportion the whole pot among their beneficiaries, without regard to the nature of each individual asset.
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This article explores the impact of medical/LTC expenses on estate planning objectives, and discusses strategies to keep assets flexible to address needs that may arise while satisfying the objective of transferring wealth to designated beneficiaries.
Advertiser: G-P
Today, one in three employees prefer working from home over working from the office, and nearly half of companies plan to continue offering some form of remote work flexibility to their employees. How Globalization Partners can help implement a remote-first plan. Experience the Benefits of a Remote-First Workforce.
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Learning Objectives: This course objective is to understand how to initiate, plan for, and welcome change to maintain competitiveness in the marketplace. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change. Field of Study: Personal Development. Recommended CPE: 1 CPE.
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
Additionally, companies need to adopt a long-term perspective and engage in rigorous financial planning to identify potential risks and opportunities. By implementing these strategies, companies can build a resilient balance sheet that can weather economic storms and position themselves for long-term success.
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