We are pleased to announce that Brian Hjalmarson, CFP® has joined our Asheville, NC office and is serving clients as a financial advisor. Join us in welcoming Brian to the team! #newemployeespotlight #ashevillefinancialplanning
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💔 Losing a partner is undoubtedly one of life's toughest challenges. That's why we've crafted an informational blog with 8 essential financial planning tips for widows and widowers, to help ease the burden during this difficult time. 🕊️✨ 👉🏼 From understanding your financial situation to exploring insurance options and seeking professional guidance, this blog provides valuable insights to navigate the complex world of finance after losing a loved one. 💡💸 📚 Read the full blog here: https://hubs.la/Q026g2Cx0 #WidowsAndWidowers #FinancialPlanning #PersonalFinance
Losing a Partner: 8 Financial Planning Tips for Widows
https://www.prudentinvestors.com
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The Best ROI Can’t Be Found on Your Brokerage Statements… they are grandchildren!!! As a CFP® and cross-border financial advisor, new babies remind me of the importance of planning for the future and leaving a lasting legacy. If this challenge resonates with you, read my latest post
The Best ROI Can’t Be Found on Your Brokerage Statements
https://profile-financial.com
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I wrote this article for Wealthtender on financial planning for moms :) #mom #momlife
A new article with 💬 from Nycole Freer, CFP®, BFA™ published on Wealthtender. #wealthtenderquotes https://lnkd.in/gcjQApsu
Looking for a Financial Advisor for Moms?
https://wealthtender.com
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Insights from the article: - Clients can sense doubt from advisors, which can affect their confidence in recommended strategies - Stick to the basics of well-understood and time-tested techniques for meeting client goals - Avoid unnecessary complexity and focus on what is truly necessary for client planning - Expertise is a tool to serve clients, and there will always be new ideas to learn, but not all ideas are necessary for every client - Middle rich clients are those with estates below the estate tax threshold, but the exact definition may vary My thoughts: As financial advisors, our confidence in our recommendations is crucial to inspiring our clients to take necessary steps for their financial goals. While it's natural to encounter unfamiliar concepts, sticking to the basics of well-understood techniques can instill greater confidence in our clients. We shouldn't feel pressured to recommend the latest trends if they add unnecessary complexity. Our expertise is a tool to serve our clients, and by focusing on what we're comfortable and excited about, we can effectively meet the needs of our middle rich clients. It's important to continue learning and expanding our knowledge, but it should be at our own pace and not driven by the need to solve unfamiliar problems on the spot. What are your thoughts on sticking to the basics versus embracing the latest trends? Share your insights in the comments below! #financialplanning #wealthmanagement #clientconfidence https://lnkd.in/gvbVCGef
Tips From the Pros: Estate Planning for Middle Rich Clients
wealthmanagement.com
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Owner/CEO at Reed Family Wealth Services | I advise and help Families and Professionals plan and prepare for retirement, give investment advice and structure insurance. | Message me to learn more ⤵️
#FunFactFriday from Wesley Reed at Reed Family Wealth Services! Did you know that a well-crafted estate plan can help you protect your assets and ensure your loved ones are taken care of, even after you're gone? One powerful tool in estate planning is the use of titled accounts, such as Transfer on Death (TOD) or Payable on Death (POD) accounts. By setting up these accounts, you can designate beneficiaries who will receive the assets directly upon your passing, without the need for probate. This not only simplifies the process for your loved ones but also helps maintain privacy and can potentially save on estate taxes. At Reed Family Wealth Services, we understand the importance of comprehensive financial planning that goes beyond just investments. We work closely with our clients to develop strategies that encompass every aspect of their financial lives, including estate planning, risk management, and wealth preservation. 🌿💡 As your trusted advisor, I'm committed to helping you navigate the complex world of finance and make informed decisions that align with your unique goals and values. Whether you're just starting to build your wealth or you're looking to optimize your existing plan, we're here to provide the guidance and support you need every step of the way. 🧭🤝 If you'd like to learn more about how titled accounts or other estate planning tools can fit into your overall financial strategy, don't hesitate to reach out. We're always here to help! 📞352-394-8453 📧ReedFWS.com #FunFactFriday #EstatePlanning #WealthManagement #FinancialPlanning #ReedFamilyWealthServices #TGIF #Friyay #fridayfun #feelgoodfriday #followfriday #followforfollow #weekendvibes #bankaccounts #estateplan #retirementplanning #floridalife #help #southlake #lakecountyflorida #lifeplan
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After experiencing the loss of a family member this past week, this post hits differently. I saw first-hand how having an estate plan updated, communicated to relatives, and organized relieves so much pressure on the family. You've likely worked hard to plan for your long-term financial objectives, but have you taken the critical steps needed to create safeguards through estate planning? Make sure you avoid these six common mistakes. #estateplanning #gastonia #gastoncounty #financialadvisor
Estate planning: Covering the essentials and mistakes to avoid
edwardjones.com
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It was my turn to be under the spotlight for Carbons 'meet the team' spotlight series, so for those who don't now me very well, here's a little bit more of an insight! https://lnkd.in/dEtFVJmt Head over to Carbon Financial Partners Ltd linked in page or website to see more 'spotlights' and to learn a bit more about the rest of the team!
Meet our team | Next up in our spotlight series is Zoë Malpas Zoë is a financial planner who looks after a range of clients and is very passionate about financial education and helping her clients educate their children, grandchildren, nieces and nephews etc. about finances. Read more about her role here: https://lnkd.in/dEtFVJmt #partnerforlife #financialplanning #meettheteam
Spotlight Series - Zoë Malpas - Carbon Financial
carbonfinancial.co.uk
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#FunFactFriday from Wesley Reed at Reed Family Wealth Services! Did you know that a well-crafted estate plan can help you protect your assets and ensure your loved ones are taken care of, even after you're gone? One powerful tool in estate planning is the use of titled accounts, such as Transfer on Death (TOD) or Payable on Death (POD) accounts. By setting up these accounts, you can designate beneficiaries who will receive the assets directly upon your passing, without the need for probate. This not only simplifies the process for your loved ones but also helps maintain privacy and can potentially save on estate taxes. At Reed Family Wealth Services, we understand the importance of comprehensive financial planning that goes beyond just investments. We work closely with our clients to develop strategies that encompass every aspect of their financial lives, including estate planning, risk management, and wealth preservation. 🌿💡 As your trusted advisor, I'm committed to helping you navigate the complex world of finance and make informed decisions that align with your unique goals and values. Whether you're just starting to build your wealth or you're looking to optimize your existing plan, we're here to provide the guidance and support you need every step of the way. 🧭🤝 If you'd like to learn more about how titled accounts or other estate planning tools can fit into your overall financial strategy, don't hesitate to reach out. We're always here to help! 📞352-394-8453 📧ReedFWS.com #FunFactFriday #EstatePlanning #WealthManagement #FinancialPlanning #ReedFamilyWealthServices #TGIF #Friyay #fridayfun #feelgoodfriday #followfriday #followforfollow #weekendvibes #bankaccounts #estateplan #retirementplanning #floridalife #help #southlake #lakecountyflorida #lifeplan
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They say, "It takes a village to raise a child." Likewise, it takes a team to direct your family's financial future. Discover this no-nonsense guide to setting your family's financial plan and make better decisions for your future. #FamilyFinancialPlanning
Family Financial Planning - A Comprehensive Guide
plancorp.com
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Digging deeper into the philosophical why behind your current financial goals can be a natural way to start discussing post-life legacy without focusing on the grim topics of incapacity and death. https://bit.ly/3QkNYlF #estateplanning #cpa #consultant #markham
Council Post: 3 Ways Advisors Can Better Approach Client Estate Planning
forbes.com
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