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What Is a Certified Financial Planner (CFP®) And What Do They Do?
Investors may look to financial advisors to help manage their accounts and offer professional advice. Depending on your needs, you may want an opinion on a new real estate investment opportunity or how to plan for retirement. Working with a Certified Financial Planner™ (CFP®) can give you confidence that the information you receive is in your best interest.
What Does a Private Wealth Manager Do?
Many important factors must be considered before making informed investment decisions. These include extensive knowledge of a wide range of markets, varying investment opportunities and strategies, as well as patience, conviction, foresight, risk tolerance, and a host of other components that make up the greater whole.
What Is a 1035 Exchange?
Financial planning often includes purchasing a life insurance policy to provide a source of income and financial security for surviving dependents.
How Do You Find a Financial Advisor?
Often people think of a financial advisor as a broker, giving you investment advice and managing your trades. Undoubtedly, that can be a big part of the advisor's role, but it can be more than that. A financial advisor can be like a coach, helping you pursue maximum performance as you work toward your financial goals and even pushing you to aim higher. We believe your advisor should help you create and stay on track toward your financial goals, including investing, saving for retirement, accumulating wealth for your heirs, or other specific objectives.
Legacy Planning For Generational Wealth Transfers
Legacy planning can be essential to help manage the loss of assets from one generation to the next. Investigating strategies for generational wealth transfers is the first step in planning the protection of your wealth for future generations. If your goal is to protect your bequests, while simultaneously affording your heirs the freedom to manage their investment property according to their individual preferences, you need to plan. Planning now can provide your heirs with the flexibility to form their investment strategies while you can still offer guidance and simultaneously reap the advantage of avoiding unnecessary estate taxes. Since the term legacy planning implies the inclusion of value-driven elements, it is often considered to be broader than estate planning.
Wall Street vs. Main Street: Two Economic Downturns Requiring Different Solutions
“Wall Street” and “Main Street” became powerful metaphors during, and in the aftermath of, the Great Recession of 2007-2009. Experts suggest that the actions of large banks and investment firms (Wall Street) were responsible for that sharp economic downturn, which, in turn, negatively impacted the small businesses and individuals of Main Street.
Protecting Your Assets – And Heirs – With The Cost Step-Up In Basis
Investing in real estate for wealth management and estate planning could potentially be a savvy move. If you make intelligent decisions concerning your real estate purchase, you could end up with a decent income flow. And, by the time you die, your heirs might not be penalized with extra taxes on your real estate investments, thanks to a concept known as “step-up in basis.”
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