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financial advisors tagged articles (0-20 of 889) ( 0.005 seconds )
- Seniors! Do You Have an Exit Strategy By: Steve Lover
Do you have too much money tied up tax deferred plans? There are some important things you need to think about as you do your planning.
Tags: Seniors, Financial advisors, wealth, finance
- 9 questions you must ask before buying an annuity By: Steve Lover
Before you buy an Annuity, make sur eyou ask these 9 questions.
Tags: Annuities, Seniors, Financial advisors, wealth, finance
- How To Create And Work Your Leads For Super Profits By: Larry Klein
There’s a formula to make lead prospecting work and here it is.
1. Make an offer to your prospect that matches their agenda. Whether you use email, direct mail, newspaper advertising, it doesn’t matter. The goal is to put something in front of our prospect that matches their concern and not your concern. Here’s an example. If you want to have a prospect respond for your offer for mutual fund selection, you don’t send a mailing “Get my mutual fund selection system for only ...
Tags: insurance leads, investment leads, financial advisors
- Where Can You Get Qualified Financial Help In Retirement By: Larry Klein
The needs of people in retirement or about to retiree are different than those of baby boomers. Yet all you see in articles is advice for baby boomers on how to prepare for retirement. What about help for those age 60+ who have already cashed in their chips or about to do so?
Good news. There has been increased education, albeit slowly, for financial advisors to help people in retirement. But be careful about the several designations you may see.
The most widely held se...
Tags: retirement planner, retirement financial advisor, certified senior advisor, csa, crfa
- How To Defer Capital Gains On Real Estate Sales With A Private Annuity Trust By: Christine Harrell
Over the past several years, many people have made big profits in the real estate boom-at least on paper, before calculating the capital gains tax owed. Now that the real estate market is leveling off, and even predicted to dip, many property owners are beginning to realize that once taxes are paid, the remaining balance is far less than they anticipated.
Tags: investment, planning, 1031, pat, private, annuity, trust, experts, financial, advisors
- For Financial Advisors: A Little Used Marketing Tool With Outsized Advantages By: Shirley Hanson
Michael Port in "Book Yourself Solid" recommends an "Always-Have-Something-To Invite-People-To offer."
In my opinion this strategy is so effective for financial advisors because it melts negatives likes these:
-- Prospects may know next to nothing about you and need to ease into a relationship.
-- They may worry about being slammed by a crushing sales pitch.
-- They may have had a bad experience with someone providing a similar service.
And the list goes on . ....
Tags: financial advisor marketing, marketing plan, sample marketing plan
- Are Taxes Going Up? Will You Be In A Lower Or Higher Tax Bracket In Retirement?… By: Mark Lund
For the past decade I have talked with clients every day about a system to distribute wealth for retirement tax-free. This system outlines exactly how to apply the Internal Revenue Code rules to your individual situation and find tax savings for you, which, in many cases, other advisors don’t know exist. Look at it this way. While saving for retirement in an IRA account or 401(k) plan may have provided you with tax savings when you made those contributions, there comes a day ...
Tags: Retirement, Retirement Planning, Financial Advisors, Life Insurance
- Term Versus Permanent Life Insurance- What’s Right For You? By: Mark Lund
Almost everyone needs life insurance. Whether it’s to pay off debts, ensure the family income and standard of living, make sure college can be paid for, leave a bequest to charity, provide liquidity for a business or real estate, or hedge against the return of estate taxes. Most of our clients need at least some life insurance. At the same time, two people who are outwardly similar may have very different needs, cash flows, risk tolerances, and so forth. For many people, the ...
Tags: Retirement, Retirement Planning, Financial Advisors, Life Insurance
- How To Eliminate Capital Gains Tax By: Mark Lund
First off I will give a short summary of the Capital Gains Elimination Trust (CGET). Then, I will provide some details about how it works and conclude with a case study as an example of how someone might use this.
Summary:
The Capital Gains Elimination Trust is better known as a Charitable Remainder Trust. How this works is one would deposit highly appreciated assets into the CGET. The trust sells the assets and pays no capital gains tax. You then get to withdraw an...
Tags: Retirement, Retirement Planning, Financial Advisors, Life Insurance
- Investing: Harmed Investor Gets Justice By: Jeffrey Voudrie
Countless investors have lost large portions of their investments. Some have been in investments where they lost everything. But investors looking for help in recouping losses often find there are few places to turn for assistance. Read on to learn about one investor that finally got justice.
Tags: Investments, Financial Advice, Financial Advisors, Justice for bad financial advice
- Garbage In, Garbage Out By: Karen Cheong
Thanks to the internet, we now have huge amounts of information, all available at the click of a mouse. But how much of it is fact, and how much of it is just opinion ?
Tags: financial advisors, planning finances, financial information
- Financial Advisors, Financial Planners and Investment Managers By: Michael A. Weiss, CFA
Understanding the differences between financial advisors, financial planners and investment managers can be challenging for the average person.
Tags: financial advisors, financial planners, investment managers, investment advisors, best no
- Seven Inside Tips to Launching Your Career as a Financial Advisor By: David Haslett
The impending explosion of Baby Boomers into the retirement sector is creating a huge demand for new Financial Advisors. This is an excellent opportunity for those who wish to discover a career of abundant personal satisfaction and significant income potential. This article explores the career paths and provides a number of very useful tips on getting started as a Financial Advisor.
Tags: Financial advisor, financial advisor career, independent financial advisor, career, financ
- 10 Simple Financial Advice Rules That Can Create Wealth By: MatthewPawlina
Money is what "makes the world go round." And one of the most difficult propositions in life is to manage money.
Tags: financial advisors, financial advisors rules, advisor financial rate, expert advisors
- Determine Your Financial Status By: rdt
Whether you intend to retire early, or intend to break free from all the debts that has been wearing you down, determining your financial status is always on top of the list for these two.
Tags: money manager, moneymanager, financial advisor, financial advisors, personal financial advisor
- Having an Effective Financial Management By: rdt
An effective financial management plan offers a number of benefits and advantages. This includes financial stability as well as efficient budgeting. Apart from these, it also helps you save and even increase your money and resources for future use.
Tags: money manager, moneymanager, financial advisor, financial advisors, personal financial advisor
- Independent Financial Advisors By: USA2 USA2
Independent Financial Advisors
For most people, money is definitely a precious object and we need to keep it safe. Investment of money is not an easy task and often requires professional expertise. In such a scenario financial advisors are helpful.
Independent advisors are ethical professionals. Moreover, since they do not attach themselves with any financial firm or program they do not force you to buy/subscribe to any such plans. These professionals advice you on various financial needs like your insurance covers, pension plans, investment ideas, tax discounts, real estate problems, education loans, etc.
Tags: financial advisor marketing, financial advisor marketing plan, financial advisor marketing
- Determining the Effective Financial Advisor By: rdt
Hiring the services of a certified financial advisor / investment advisor is a good way to come up with a detailed plan on how to appropriate our resources to the right places wherein they can grow and be used as means to acquire future assets.
Tags: money manager, moneymanager, financial advisor, financial advisors, personal financial advisor
- Do you agree with what most Financial Advisors say that they really want? By: Simon Reilly
Even though Financial Advisors say what they want, why are they unwilling to do what it takes to make the changes so that they can get what they want?
Tags: financial advisor training, financial advisor coach
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