FMG

JULY 14, 2022

For today’s Advisor Website Showcase, we are joined by Letizia Carlisto of Navis Wealth Advisors. Making use of FMG’s website engine, Navis Wealth Advisor took aim at creating a website themed around its logo – the compass. .” Let it reflect who you are as a company and where you plan to go.

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Darrow Wealth Management

MAY 3, 2024

Whether the windfall was expected, perhaps from the sale of a business, or unexpected, you’ll want to make a plan for the future. And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans.

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Abnormal Returns

JANUARY 16, 2023

(standarddeviationspod.com) Michael Kitces talks with Lisa Brown who is a Partner and Wealth Advisor for CI Brightworth about finding your ideal clients. thinkadvisor.com) Taxes Some steps you can take to upgrade your tax-planning game. citywire.com) A CPA shortage is looming.

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Nerd's Eye View

APRIL 9, 2024

Welcome to the 380th episode of the Financial Advisor Success Podcast ! Andrew is the Managing Partner of Geometric Wealth Advisors, an RIA based in Washington, D.C., Welcome everyone! My guest on today's podcast is Andrew Leonard.

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Darrow Wealth Management

JUNE 14, 2023

Depending on the nature of the windfall, planning opportunities and considerations will vary. For example, the tax laws and distribution terms for an inheritance is quite different to the tax and liquidity considerations during an IPO. In their situation, it meant they could sell all their shares tax free.

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Harness Wealth

MARCH 9, 2023

Reddit is planning an IPO for the second half of 2023. But between subpar macroeconomic conditions and a lackluster IPO market, the plans were soon put back on the shelf. But between subpar macroeconomic conditions and a lackluster IPO market, the plans were soon put back on the shelf. How does Reddit make money?

Planning 52

Planning Taxes Advertising Tax Planning 52

Pacifica Wealth

FEBRUARY 17, 2022

Optional estate planning documents are generally not legally binding documents. . Their purpose has little or nothing to do with the transfer of assets and do not effect estate tax. The post Your Essential Estate Plan Toolkit: Optional Estate Planning Documents first appeared on Pacifica Wealth Advisors.

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Darrow Wealth Management

JANUARY 29, 2024

There are no tax benefits during life nor are there any adverse tax implications. This article is a high-level overview of the various estate planning techniques and considerations when using revocable living trusts from the perspective of a wealth advisor (e.g. States have their own estate tax laws.

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Estate Planning Distribution Taxes Wealth Management 79

Zoe Financial

APRIL 23, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? The observations of industry trends should not be read as recommendations for stocks or sectors.

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Darrow Wealth Management

AUGUST 28, 2023

Sarah Grossman, Principal of BayState Business Brokers in Needham, MA, says this helps sellers “shape their timeline and any financial planning that needs to be completed prior to a sale.” He adds that without an advisor, sellers “Don’t know where to argue.”

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Sales Wealth Advisor Estate Planning Taxes 77

WiserAdvisor

AUGUST 31, 2023

They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks. The benefits of having a financial advisor extend far beyond your working years. They may recommend drawing from various accounts strategically, considering the tax implications of each source.

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Financial Advisor Retirement Risk Tolerance Estate Planning 90

Carson Wealth

FEBRUARY 1, 2024

Tim Fisher, Managing Director and Wealth Advisor of Fisher Financial Advisors, expressed his enthusiasm about the partnership stating, “Carson will be instrumental in elevating our client experience. He added, “Succession planning was also a paramount consideration for us.

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Tobias Financial

AUGUST 15, 2022

Tobias Financial Advisors is proud to announce that our Wealth Advisor Franklin “Franko” Gay serves on the National FPA NexGen Task Force and is one of the planners responsible for this year’s content at the 2022 FPA NexGen Gathering in Las Vegas from August 23 rd to 25 th.

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Wealth Advisor Tax Planning Financial Advisor Taxes 52

Envision Wealth Planning

MARCH 2, 2022

Values based financial planning is about pursuing financial goals based on your values. Believe it or not, what most people get when it comes to creating the traditional financial plan is someone else’s idea of what your values should be! Unfortunately, financial planning has been way out of reach for many Americans.

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Financial Planning Certified Financial Planner Planning Financial Planner 52

Zoe Financial

JUNE 5, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? The observations of industry trends should not be read as recommendations for stocks or sectors.

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Marketing Marketing Financial Advisor Tax Planning 52

Zoe Financial

MAY 23, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? The observations of industry trends should not be read as recommendations for stocks or sectors.

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Marketing Marketing Financial Advisor Tax Planning 52

Darrow Wealth Management

SEPTEMBER 7, 2023

So the choice ultimately has to be an educated guess in consideration with other key factors about your equity, post-IPO plans, and financial situation. Pros and cons of exercising stock options in a pre-IPO window If you are new to the tax implications and basics about exercising stock options, please read this article first.

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Wealth Management Taxes Tax Planning Valuation 94

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.

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Budgeting Retirement Healthcare Food 102

Zoe Financial

MAY 8, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? The observations of industry trends should not be read as recommendations for stocks or sectors.

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WiserAdvisor

AUGUST 8, 2022

Financial planning for high-net-worth individuals can be a bit more complicated than the rest. It also requires a good understanding of tax policies, laws, market sentiment, etc. Ultra high-net-worth financial planning can require intricacies and attention to the minutest of details. Certified Private Wealth Advisor (CPWA).

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Wealth Management Financial Planning Financial Advisor Taxes 52

Zoe Financial

NOVEMBER 20, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

FEBRUARY 20, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? The observations of industry trends should not be read as recommendations for stocks or sectors.

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JUNE 12, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? The observations of industry trends should not be read as recommendations for stocks or sectors.

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Nerd's Eye View

JANUARY 10, 2023

Welcome back to the 315th episode of the Financial Advisor Success Podcast ! Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.

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Clients CFP Financial Advisor Wealth Advisor 130

Zoe Financial

NOVEMBER 6, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

Marketing 52

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Zoe Financial

SEPTEMBER 25, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? The observations of industry trends should not be read as recommendations for stocks or sectors.

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Harness Wealth

MARCH 24, 2023

Additionally, because the shares are not your property until the vesting date, no taxes are owed until the vesting date. But depending on the value of your shares, and the growth of the company you work for, you could be on the road to a rather hefty tax bill. How are RSUs taxed? How are RSAs taxed? How are ISOs taxed?

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Taxes Startup Wealth Advisor Financial Advisor 52

Zoe Financial

NOVEMBER 27, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

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Tobias Financial

SEPTEMBER 29, 2022

Life Insurance may be necessary depending on your particular financial situation, whether that be income replacement, debt payoff, or liquidity for an estate tax event. Cash value grows tax-deferred. Each of these reasons is unique to their financial plan and should be considered thoughtfully before making a purchase.

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Insurance Financial Planning Wealth Advisor Financial Advisor 52

Zoe Financial

OCTOBER 23, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MAY 1, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? The observations of industry trends should not be read as recommendations for stocks or sectors.

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Tobias Financial

JANUARY 20, 2023

Our Wealth Advisor, Franklin “Franko” Gay , is passionate about helping others achieve their personal goals by utilizing strategic financial and tax planning in their day-to-day lives. Lastly, when you feel like you’ve done everything you can and it’s still not enough, don’t lose hope.

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Retirement Retirement Planning Taxes Wealth Advisor 52

Zoe Financial

OCTOBER 2, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? The observations of industry trends should not be read as recommendations for stocks or sectors.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

OCTOBER 16, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

NOVEMBER 13, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

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Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

SEPTEMBER 11, 2023

– Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? The observations of industry trends should not be read as recommendations for stocks or sectors.

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

OCTOBER 30, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

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