Integrity Financial Planning

APRIL 2, 2023

A high-net-worth individual, also known as an HNWI, is typically someone with at least $1 million in cash or assets that can be easily converted into cash, including stocks, bonds, mutual fund shares, and other investments. [1] If you or your family have a high net worth, contact us for a complimentary review of your finances. [1][4]:

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Talon Wealth

OCTOBER 26, 2023

Of course, one of the most important aspects of retirement planning is managing retirement taxes. Focusing Too Much on Retirement Taxes Can Lead to Poor Investment Choices When your retirement planning is centered solely around managing taxes, it can lead to poor investment choices.

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Darrow Wealth Management

AUGUST 30, 2022

As you consider what approach is right for your situation, consider these options for managing a large inheritance. Depending on your financial situation and the type of asset you inherit, your options may differ. Assuming you inherit the funds outright (versus in a trust fund ), you have total flexibility on when and how to use it.

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Park Place Financial

SEPTEMBER 8, 2022

A will is a document stating who will receive your estate or assets and how much each beneficiary will get when you die. A will becomes more important if you have specific instructions regarding asset allocation or would like to donate to a non-profit organization. . 2) Naming Beneficiaries for Separate Assets .

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Talon Wealth

AUGUST 26, 2023

Of course, one of the most important aspects of retirement planning is managing retirement taxes. Focusing Too Much on Retirement Taxes Can Lead to Poor Investment Choices When your retirement planning is centered solely around managing taxes, it can lead to poor investment choices.

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Zoe Financial

APRIL 4, 2023

A diversified portfolio means investing in a variety of asset classes. Let’s discuss asset classes in terms of something everyone understands – shoes. Like asset classes, they each serve a purpose, and it is a good idea for your closet, and your portfolio, to have some of each. Our advice is always to diversify.

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Yardley Wealth Management

OCTOBER 12, 2022

The post Margaret’s Tragedy appeared first on Yardley Wealth Management, LLC. Paul also took care of the family finances—everything from paying bills monthly to managing the couple’s assets and retirement planning. Last month, Paul had a totally unexpected heart attack and passed away suddenly.

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Carson Wealth

AUGUST 25, 2022

The concept of retirement continues to evolve with the world around us. Your financial advisor can help you plan for challenges you may face in retirement, such as spending, efficient savings, taxes, inflation, debt management, Social Security and Medicare. A Retirement Reality Check. 4. Calculate your Medicare premiums.

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Harness Wealth

FEBRUARY 7, 2023

It’s a popular employee retention tactic, and one that, if done right, can be an excellent catalyst for generating significant wealth. And it’s important to remember that you will be left with an illiquid asset. The Harness Wealth Equity Tax Insights tool will run those numbers for you.

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Park Place Financial

NOVEMBER 29, 2022

Trustees manage the funds wisely and ensure they are distributed to the beneficiaries, according to the grantor’s wishes. Internal Revenue Service (IRS) provides actuarial tables , which dictate the assets that estate tax rules value and are defined by interest rates. Any assets left at the end of this period go to charity.

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Park Place Financial

SEPTEMBER 8, 2022

To facilitate more effective personal financial management, utilize this guide to find an advisor best suited to meet your needs and desires. . Typically, these advisors are skilled in multiple areas, such as general wealth management or estate planning. Wealth Manager . Reflect on Your Financial Situation .

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Darrow Wealth Management

OCTOBER 23, 2023

Of all the types of assets, real estate is usually the most emotional. Though separate issues, the estate will still need liquidity, which can impact what assets are available for beneficiaries and the nature of that distribution. Real estate is an illiquid asset, so you’ll need outside resources. To limit taxable gains.

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FMG

FEBRUARY 27, 2023

10 Examples of Female-Led Firms and Their Websites The eight firms below have continued to impress us with their lead-generation tactics, the unique niches that they cater to, and much more, so we just had to show them off. Guelich Capital Management Led by a mother-son team, Founder and President Connie C. Steven Guelich, CFP®, WMPC®.

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Park Place Financial

MARCH 10, 2022

Distributing tax-smart assets into the different tax categories (taxable, tax-deferred, and tax-free) to limit liability . At Park Place Financial, our wealth management advisors can review your financial profile in detail to find tax-saving opportunities that can benefit your future. Switching income tax to capital gains .

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Yardley Wealth Management

OCTOBER 13, 2021

appeared first on Yardley Wealth Management, LLC. Forecasts vary widely, because we often forget the academic evidence that informs us: Even excellent explanatory models rarely serve as effective predictive models. This brings us to our next point …. But not all your wealth is for spending in the far-off future.

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Darrow Wealth Management

APRIL 25, 2023

Regarding credit cards , if you’re an authorized user and not the primary cardholder, you’ll also want to discuss whether or not you should make payments or even continue to use the card. Asset Titling, Beneficiary Elections, and Probate The estate planning attorney is going to be critical here.

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Workable Wealth

SEPTEMBER 16, 2020

Diversification is a risk management strategy that seeks to ensure your portfolio isn’t over- or underexposed in a certain area. The goal of diversification is for your portfolio assets to balance each other out by maximizing profit and minimizing risk. The easiest way to view diversification is in terms of asset classes.

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SEI

SEPTEMBER 16, 2022

In our video series, five wealth management leaders from the U.K. share their perspectives and experiences on how to approach, implement and manage both the infrastructure and cultural side of change with an eye on the future. Video 1: Kristen Bauer: Hello, I'm Kristen Bauer, CEO of Laird Norton Wealth Management.

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Yardley Wealth Management

JANUARY 18, 2022

The post Protecting What’s Yours (After You Pass) appeared first on Yardley Wealth Management, LLC. A Handy Checklist Estimate your net worth, including assets and debts. Identify who you’d like to name as legal representatives and/or administrators, to settle or manage your estate once you pass. (As Who Gets What?

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Yardley Wealth Management

JANUARY 18, 2022

The post Protecting What’s Yours (After You Pass) appeared first on Yardley Wealth Management, LLC. Estimate your net worth, including assets and debts. Identify who you’d like to name as legal representatives and/or administrators, to settle or manage your estate once you pass. (As Who Gets What? A Handy Checklist .

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Sara Grillo

APRIL 21, 2022

Okay before I get fired up, let me move to to talking about some highly ethical things I’ve seen financial advisors do, so that we can focus our attention on increasing morality in wealth management. #1 Our fee is a fixed flat fee for on-going investment management and financial advice and guidance as needed.

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Carson Wealth

MARCH 2, 2023

Tom Fridrich, JD, CLU, ChFC ® , Senior Wealth Planner We’ve all asked ourselves whether it’s too early to retire (usually after a particularly challenging commute or dealing with a difficult client). Often, they have built exceptionally successful careers and saved substantial amounts in various asset classes.

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Sara Grillo

APRIL 10, 2023

There is no underlying asset that drives the value. Giles asks, what do you say about the US dollar if you think crypto is “nothing” – (to quote Salaske). It’s not an asset so why would you hold it? But to own crypto… Wright: Is gold an asset? People are buying it as a unit of speculation.

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Envision Wealth Planning

MAY 23, 2022

Note: Envision Wealth Planning and James Brewer are featured in #7!*. Okay before I get fired up, let me move to talk about some highly ethical things I’ve seen financial advisors do so that we can focus our attention on increasing morality in wealth management. #1 So here’s a blog post about all of that. Ethics matter.

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Carson Wealth

SEPTEMBER 7, 2023

By Matt Lewis, CLTC ® Life insurance is one of the most versatile financial assets available to us. Overall, term life insurance is a good fit when there is a defined need that will last for a known period of time and costs need to be managed. The need for active management and monitoring of investment performance.

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Carson Wealth

AUGUST 3, 2023

By Tom Fridrich, JD, CLU, ChFC ® , Senior Wealth Planner Blended families, composed of couples who bring children from previous relationships together, have become increasingly common in today’s society. Between splitting assets and paying attorney fees, divorce is expensive. Contact us today.

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Sara Grillo

JANUARY 9, 2023

It’s possible there are good faith misunderstandings as this set of services is unrelated to the management of investments which is their core competence. It’s a lot easier for the state to find a 1% AUM fee reasonable because they can point back to the money the advisor is managing. There is a record of it. There is a record of it.

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Walkner Condon Financial Advisors

MARCH 15, 2023

The concept isn’t particularly new – there have been separately managed accounts (SMAs) available for years that have employed similar strategies around index replication. This would prove to be a more difficult task, one that likely will require a manager to assist in the construction of this as well as the implementation.

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Carson Wealth

JUNE 29, 2023

Most importantly, it identifies existing gaps, such as a profit or value gap, compared to other best-in-class businesses, along with the wealth gap, which refers to the amount the business owner needs to walk away with in order to live the life they envision. The post How to Sell Your Business appeared first on Carson Wealth.

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The Better Letter

FEBRUARY 23, 2023

I am part of the latest Building the Behavioral Advisor cohort offered by Brian Portnoy, Joy Lere, and the terrific group at Shaping Wealth. This week’s TBL uses themes Brian and his team have developed for this endeavor. Many portfolio managers must publicly disclose their holdings on a quarterly basis.

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Fortune Financial

NOVEMBER 17, 2021

in September, making the year-over-year increase 4.6%,” said David Freisner, Wealth Management Advisor at Fortune Financial Advisors. Less than 10% of wealth lies within the U.S. This is an important consideration when you reflect on your wealth and future opportunities. Think about that for building your wealth.

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Sara Grillo

DECEMBER 12, 2022

This can get complicated when services are bundled and provided for one inclusive fee, which in certain cases (AUM advisors) is calculated off the amount of assets the advisor is managing. The Transparency Movement is the future of the industry – we welcome anyone who believes in our values to join us. Chris Randall.

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Brown Advisory

DECEMBER 31, 2020

Contact Us The U.S. source income and gains or on certain assets that you bring into the U.K. It can be very useful if you have a complicated existing situation (i.e. This means they don’t need to worry about gathering information on any assets that may be held outside the U.K. This means that the U.K.

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Brown Advisory

APRIL 19, 2022

Many of our clients tell us it’s helpful to think of the family as a type of “business” whose success depends on a common purpose and culture. Financial How will our family’s wealth be preserved, grown and deployed? How should ownership and management be handled in the future? What are our responsibilities as family members?

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Carson Wealth

JULY 26, 2023

By Odaro Aisueni, CFP ® , Wealth Planning Administrator As a small business owner, you’re likely so immersed in the routine functions of your business that you haven’t yet put much thought into the day you leave it behind. Yet, at the end of the day it is a business – and it’s where many owners have most of their assets.

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Workable Wealth

SEPTEMBER 30, 2020

Today, we’ll explore the ways you can participate in the stock market, namely the creation and management of your investment portfolio. A portfolio is the place where you house and manage your investments. It’s how you acquire, sell, and manage your assets, and is your small piece of the market. What is your portfolio?

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Workable Wealth

JUNE 24, 2020

While this is true, most articles don’t tell you how to invest wisely, what role investments play in your wealth-building journey or even what the Market can tell you. . If a security has higher volatility, it is often a riskier asset than one with lower volatility. Give us a call today. . Introducing Market Indexes.

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