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Nathan Place is the retirement reporter at Financial Planning. A native of New York City, he has worked for more than a decade in both print and video journalism.
A post-election checklist for year-end tax talks with clients
Nov 6, 2024 · Consider the following checklist when having these conversations. Estate plans and gifting: Use it or potentially lose it. Much can change over a year, including a family's circumstances or goals ...
Ask an Advisor: Positioning investment management in a financial ...
Sep 30, 2024 · Tom Balcom, CFP and founder of 1650 Wealth Management in Lauderdale-by-the-Sea, Florida Investment management has a direct impact on financial planning. If the client is seeking a more ...
June 2021 - Financial Planning
Jun 3, 2021 · Despite a competitive fight among wealth managers for advisors, clients and industry AUM rankings, most practices are very small businesses — and some advisors want them to stay that way.
A guide to trusts in estate planning for financial advisors | Financial ...
Jul 11, 2024 · For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.