[ad_1] Every financial advisor knows the feeling of having their good advice ignored. Clients splurge when they shouldn’t, play it safe in retirement when they can afford to spend more, and just won’t update those darned beneficiary designations. But what if advisors could create New Year’s resolutions for their clients? Granted resolutions and follow-through are… Continue reading The Best New Year’s Resolutions From Financial Pros
Author: elghoulam
Net Investment Income Tax: Impact on High-Net-Worth Portfolios | Financial Advisors
[ad_1] Advisor’s Corner If you’re a high earner with investment income, you may be in for a not-so-pleasant surprise when tax time arrives. The intention of the net investment income tax (NIIT) is to raise funds for the Affordable Care Act. However, unlike other U.S. tax code provisions that adjust higher to keep pace with… Continue reading Net Investment Income Tax: Impact on High-Net-Worth Portfolios | Financial Advisors
Finances in the New Year – KSHB 41 Kansas City News
[ad_1] Finances in the New Year KSHB 41 Kansas City News [ad_2] Source link
Your Money Matters: 10 Questions to Ask Your Financial Advisor in the New Year
[ad_1] Richard Chew – Financial Lifestyle Expert and Principal of 1st Capital Wealth Management Group 1stcig.com 10 Questions to Ask Your Financial Advisor in the New Year Have your financial goals (or life goals in general) changed since last year? Is my investment portfolio properly allocated? How do you expect my investment portfolio to affect my taxes this year? … Continue reading Your Money Matters: 10 Questions to Ask Your Financial Advisor in the New Year
Avoid Tapping Into Retirement Savings Early
[ad_1] If you want to make a big purchase, such as a new car or a piece of property, or you were faced with a large, unexpected expense, such as a major home or auto repair, would you have the funds readily available? If not, you might look at what may be your biggest pool… Continue reading Avoid Tapping Into Retirement Savings Early
Financial Advisor Zach Fiandt’s Strategic Alliance with LPL Financial
[ad_1] Zach Fiandt Joins LPL Financial and Financial Partners, Inc. in Strategic Collaboration Fort Wayne, Indiana-based financial advisor Zach Fiandt has built a formidable reputation over the past decade for his personalized approach to assisting high-net-worth clients with comprehensive financial planning. Recognizing the need for greater autonomy in his practice, Fiandt has decided to join… Continue reading Financial Advisor Zach Fiandt’s Strategic Alliance with LPL Financial
Why does health insurance cost so much? — The South Dakota Standard
[ad_1] While overall economic inflation has slowed over the past 18 months, health insurance costs keep going up. According to the latest survey by the Kaiser Family Foundation (KFF), a non-profit organization that conducts research on health policy and issues, the average annual premiums for single coverage have reached $8,435, while family coverage now stands… Continue reading Why does health insurance cost so much? — The South Dakota Standard
The trends financial advisors should adapt to build business this year
[ad_1] The past year proved to be a time of evolution for the financial planning industry, with advisors increasingly seeking AI-aided autonomy. Such advances have the potential to appeal to a new generation of tech-savvy Gen Z and millennial clients, who in turn expect heightened transparency. I see 2024 as continuing and intensifying those trends… Continue reading The trends financial advisors should adapt to build business this year
Ex-Joan Laporta financial advisor accuses Barcelona president of overseeing €700m operating deficit
[ad_1] Former Financial Advisor to Joan Laporta and investment banker Marc Ciria i Roig has claimed that Barcelona’s financial situation has only gotten worse during his tenure. Ciria was due to be Laporta’s economic president had he won the 2015 elections, and has supported Laporta in the past, but has accused Laporta of mortgaging Barcelona’s… Continue reading Ex-Joan Laporta financial advisor accuses Barcelona president of overseeing €700m operating deficit
BGL Announces the Sale of Miljoco Corporation to DwyerOmega
[ad_1] CLEVELAND, Jan. 2, 2024 /PRNewswire/ ––Brown Gibbons Lang & Company (BGL) is pleased to announce the sale of Miljoco Corporation (Miljoco), a leading designer, manufacturer, and distributor of a broad range of temperature and pressure measurement instruments for mission-critical applications and a portfolio company of Foundation Investment Partners, LLC, to DwyerOmega, a leading manufacturer and global… Continue reading BGL Announces the Sale of Miljoco Corporation to DwyerOmega