Darrow Wealth Management

FEBRUARY 20, 2023

Did you apply for this position or were you recruited? This can also help with longer term tax planning optimization. Article was written by Darrow Wealth Management President Kristin McKenna and originally appeared on Forbes. What would you be leaving on the table at your current job if you left?

Startup 105

Startup Taxes Wealth Management Tax Planning 105

Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. For those of you who are new to my blog/podcast, my name is Sara.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

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. This executive benefit will be difficult to justify if interest rates increase considerably.

Recruitment 40

Recruitment Taxes Financial Services Planning 40