Tobias Financial

APRIL 11, 2024

We are thrilled to announce that our Wealth Advisors, Edzai Chimedza, CFP® and Franklin Gay , CFP®, EA will be leading two Financial Planning Seminars at Nova Southeastern University. These seminars, scheduled for Friday, April 12th and Friday, May 3rd at 11 a.m., will cater specifically to the students of the dental school.

Wealth Advisor 52

Wealth Advisor Financial Planning Asset Allocation CFP 52

Carson Wealth

OCTOBER 25, 2023

By Beth Schanou, JD, CExP, Senior Wealth Planner Clients frequently ask whether they should leave their assets in a trust. If your net worth plus the death benefit of life insurance policies you own exceeds $13 million, putting your assets in specific types of trusts can be helpful for federal estate tax issues.

Estate Planning 105

Estate Planning Planning Assets Taxes 105

Nerd's Eye View

JANUARY 9, 2024

Kimberly is the Lead Financial Planner and Managing Partner of Enders Wealth Management, a hybrid advisory firm based in Sterling Heights, Michigan, that oversees $50M in assets under management for 85 client households. Welcome back to the 367th episode of the Financial Advisor Success Podcast !

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Financial Advisor Financial Planner Clients Food 216

Integrity Financial Planning

JUNE 27, 2023

However, it is a common goal for retirees to create and maintain generational wealth in retirement. The Foundations of Financial Planning Proper financial planning is widely considered the first step to building generational wealth. [1] Smart Investing Investing is a critical aspect of building generational wealth.

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Retirement Healthcare Financial Planning Estate Planning 98

The Big Picture

DECEMBER 12, 2022

A Wealth of Common Sense ) see also After a Terrible Year for Bonds, the Outlook Is Better : October capped their worst 12-month period ever, and the economy is under pressure. Has private equity avoided the asset-price crash? The bond market certainly DID NOT see the pandemic-induced inflation coming. ( New York Times ). •

Math 290

Math Economy Communication Economics 290

Carson Wealth

NOVEMBER 29, 2023

2 When that time comes, if we’re not adequately prepared we may need to take assets from elsewhere to cover those costs. Asset-based long-term care: This flexible option leverages your assets to realize cash value accumulation. How to Plan for Long-Term Care Coverage You should start with your financial advisor.

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Planning Insurance Assets Financial Advisor 143

WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. It also minimizes errors and oversights.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Carson Wealth

OCTOBER 5, 2023

By Beth Schanou, JD, CExP, Senior Wealth Planner Who wants to spend an afternoon thinking about their mortality? The foundation of your estate plan is a Last Will and Testament. Without a will, you are leaving the disposition of your assets and the guardianship of your minor children to a court.

Estate Planning 142

Estate Planning Planning Assets Taxes 142

Darrow Wealth Management

JANUARY 29, 2024

However, at death, a living trust can provide two key benefits compared to owning assets not held in trust. What happens to my assets after I die? Before diving into a discussion on the benefits of living trusts, it’s important to first understand what happens to different types of assets after someone dies. non-attorney).

Estate Planning 79

Estate Planning Distribution Taxes Wealth Management 79

Clever Girl Finance

AUGUST 22, 2022

But wealth accumulation might be something you haven't thought about. But how do you create wealth? Is wealth accumulation only for the rich and famous? While some are born into it, many others spent a long time accumulating their wealth. What is wealth accumulation? But building wealth doesn't happen overnight.

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Wealth Accumulation Budgeting Estate Planning Insurance 97

Integrity Financial Planning

FEBRUARY 10, 2023

When it comes to passing on your wealth to your family, it is important to know the best ways to manage the process. 1] However, wealth transfer is not just for the wealthy; it’s for everyone with something to leave behind for the next generation. This conversation is the first step to understanding the full estate planning picture.

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Estate Planning Communication Education Financial Planning 95

Carson Wealth

APRIL 25, 2024

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being. Let’s break each one down.

Financial Planning 52

Financial Planning Planning Retirement Insurance Coverage 52

Darrow Wealth Management

JUNE 14, 2023

Depending on the nature of the windfall, planning opportunities and considerations will vary. Managing sudden wealth paid in cash after the sale of a business or winning the lottery also requires planning, but perhaps with a bit less to unpack in the beginning. What is sudden wealth? What is sudden wealth?

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Management Wealth Management Wealth Advisor Taxes 82

WiserAdvisor

MARCH 19, 2024

The wealthy make strategic investments that help them grow their wealth, mitigate risks and minimize taxes. These investments serve not only to grow their wealth but also to protect it against market volatility and economic downturns. Rich individuals do not simply hoard their money in bank accounts.

Investing 59

Investing Investments Financial Advisor Taxes 59

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. A financial advisor can help you with portfolio management, risk reduction, and inflation protection During retirement, your investment goals shift from accumulation to preservation of wealth.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

Harness Wealth

JUNE 23, 2023

Estate planning is a critical component of a comprehensive financial plan. It involves deciding how your assets will be distributed upon your death or incapacitation. Furthermore, estate planning includes aspects such as tax minimization strategies, asset protection, and charitable giving.

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Estate Planning Financial Planning Planning Taxes 52

Investment Writing

JULY 6, 2023

Who should inherit your wealth? ask your readers what they’d like to learn about on your blog What is most important for the success of your investments or financial plan? Where should you custody your assets? WHAT What do you want?—ask What is the biggest risk to your financial success?

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Financial Planner Financial Advisor Financial Planning Retirement 137

James Hendries

JULY 13, 2023

It was once common for donors to distribute their wealth through smaller grants to numerous organizations. But the donor or a representative of the donor has advisory privileges regarding the distribution of the funds or the investment of assets in the accounts. [i] Both involve putting assets into a trust.

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Distribution Taxes Assets Accounting 98

WiserAdvisor

FEBRUARY 29, 2024

Working with a financial advisor can significantly enhance your chances of retiring with more wealth. The best financial advisors for retirees can bolster wealth, provide clarity on investments, and offer support through timely guidance. This can help optimize your wealth accumulation while mitigating unnecessary risks.

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Financial Advisor Retirement Asset Allocation Risk Tolerance 59

WiserAdvisor

JUNE 6, 2023

High-net-worth individuals who possess a significant number and value of assets and complex financial portfolios may find it hard to manage their finances. However, given the high value of wealth, it becomes all the more critical for high-net-worth individuals to plan their finances optimally.

Estate Planning 52

Estate Planning Planning Taxes Insurance 52

WiserAdvisor

DECEMBER 1, 2023

A financial advisor for doctors can be an indispensable asset, offering insights to these specialized professionals on how to manage their money. A financial advisor for doctors can play a pivotal role in guiding physicians through the process of creating a comprehensive financial plan.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Park Place Financial

SEPTEMBER 8, 2022

ESTATES The 5 Most Common Estate Planning Myths Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Estate planning is a crucial component of financial preparation for many individuals, as it enables their wealth to have a lasting and meaningful impact on their loved ones. 4) Probate Is Not Worth the Stress .

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Estate Planning Planning Certified Financial Planner Taxes 52

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Carson Wealth

SEPTEMBER 19, 2022

When you think about financial planning or wealth management, you may think those services are only needed and meaningful for people who have accumulated monopoly-style buckets of money. Financial advisors aim to help their clients in a variety of ways, but the most integral part of what they do is financial planning.

Financial Advisor 52

Financial Advisor Financial Planning Wealth Management Wealth Accumulation 52

Carson Wealth

SEPTEMBER 27, 2023

But life insurance can benefit your financial planning in many other ways. For individuals, a permanent life insurance plan can play a key role in estate planning by helping reduce estate taxes. For small business owners, it can protect key employees, provide executive benefits, and help preserve business ownerships.

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Estate Planning Insurance Planning Taxes 96

Carson Wealth

DECEMBER 18, 2022

Trusts are often used to simplify and coordinate estate planning. Trusts can also be used to preserve wealth and small business assets or provide a meaningful path to charitable giving. Trusts can be used to protect family wealth from divorce, creditors or family members who overspend. Craig Lemoine, Ph.D.,

Estate Planning 52

Estate Planning Distribution Taxes Assets 52

eMoney Advisor

MARCH 7, 2023

Stepchildren, remarriages, and ex-spouses: For the modern wealth management client with a blended family, planning to transfer wealth presents a web of complexity. Fortunately, financial professionals have tools and wealth transfer strategies that can help couples be intentional about the use of their assets in an estate plan.

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Estate Planning Planning Financial Planner Clients 83

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Carson Wealth

NOVEMBER 28, 2022

Estate planning touches two critical aspects of our lives: It can direct the distribution of property while providing a structure of guardianship and care for ourselves as well as those we love and care for. But many people feel like estate planning happens when you’re older, and that’s a misconception. What Is Estate Planning?

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Estate Planning Planning Distribution Financial Advisor 69

Clever Girl Finance

JANUARY 4, 2024

However, we can’t downplay the importance of life insurance, how life insurance protects our finances and family, and how much peace of mind it can give you. In fact, having life insurance is protection for you and your loved ones that can minimize or potentially eliminate financial distress.

Insurance 59

Insurance Retirement Taxes Medical 59

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] Maxing out these plans can work to your benefit, regardless of your financial standing.

Retirement 52

Retirement Retirement Planning Financial Planning Taxes 52

Nationwide Financial

DECEMBER 1, 2022

A quickly accelerating inflation rate coupled with periods of unprecedented market volatility and negative returns have many clients holding large portions of their assets in cash — particularly in money markets. This means that with qualified assets sitting in cash, retirement savings are at risk of being outpaced by inflation.

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Management Clients Retirement Retail 97

James Hendries

OCTOBER 28, 2022

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. Updated beneficiary information- Consistently check the beneficiaries listed on your legal documents, retirement savings, and insurance plans, as these designations can outweigh what is in a will.

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Planning Taxes Estate Planning Consulting 52

Brown Advisory

OCTOBER 12, 2023

Protecting the Family Legacy—How to Plan with Prenuptial Agreements ajackson Thu, 10/12/2023 - 16:36 Few moments in life can compare to the moment you look at the person you love and say, “I do.” Carving out Family Assets: Prenuptial agreements often aim to keep family assets out of the marriage.

Planning 52

Planning Estate Planning Strategic Planning Distribution 52

Carson Wealth

APRIL 4, 2024

Information you’ll want to document includes: Bank accounts Investments Retirement accounts Estate planning documents (wills, trusts, etc.) 1 Wells Fargo & Company, “Survey: Financial Planning & Preparedness of Americans with Parents Entering Retirement,” 2022.

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Management Healthcare Medical Estate Planning 137

Clever Girl Finance

JANUARY 4, 2024

However, we can’t downplay the importance of life insurance, how life insurance protects our finances and family, and how much peace of mind it can give you. In fact, having life insurance is protection for you and your loved ones that can minimize or potentially eliminate financial distress.

Insurance 52

Insurance Retirement Taxes Medical 52

Clever Girl Finance

JANUARY 9, 2024

Trusts can also help seamlessly pass the trust’s assets to your heirs by avoiding probate court. With the right help, you, too, can open a trust and protect your assets, and this guide will give you a crash course on living trusts as an estate planning tool. It helps protect your assets during your lifetime and beyond.

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Estate Planning Distribution Assets Accounting 59