Spreadym
NOVEMBER 3, 2023
Debt Management: If you have debt, like credit card debt or student loans, develop a plan to manage and pay down your liabilities efficiently. Risk Management: Assess your insurance needs, including health, life, disability, and property insurance, to protect against unexpected events that could impact your financial well-being.
CFO News Room
NOVEMBER 21, 2022
How confident are they that no year-end-tax-planning opportunities were missed across their entire client base? Our process is thoughtfully planned around tax deadlines and includes meetings with our clients twice per year. Or whether all Roth and backdoor Roth contributions were made by eligible clients?
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CFO News Room
NOVEMBER 22, 2022
” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. .” All of the tax planning, and all of the behind-the-scenes work.
CFO News Room
NOVEMBER 8, 2022
Michael: Is there a structure for the subsequent meetings in the year or just whatever comes up based on the financial plan meeting we did at the beginning of the year? Cean: No, we usually want to make sure that we’re hitting on risk management, so we look at insurances. And then we look at estate planning.
Barry Ritholtz
AUGUST 15, 2023
It’s part of their own tax planning. So that comes out in position sizing and conviction and just making sure that you’re thinking about all the things that could go wrong if you’re taking a more concentrated position in something. Unless they have their own foundation. They all set up their own foundations.
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