Nerd's Eye View
JANUARY 8, 2024
represents our current state of healthcare, in which genetic makeup and the environment play a major role in illness and disease, and where the focus of doctors lies primarily on the administration of treatments to cure and mitigate human ailments; and Medicine 3.0 In the context of the financial planning industry, whereas Financial Advice 1.0
CFO News Room
NOVEMBER 9, 2022
The passage of the Affordable Care Act in 2014 introduced many changes to the healthcare landscape in the United States. One of these changes was the ability for children to remain on their parents’ health insurance plan until they reach age 26. Which means that multiple family members who are all covered by someone else’s plan (e.g.,
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CFO News Room
DECEMBER 26, 2022
Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance – Despite the prominent role of taxes in financial planning, advisors are often prohibited by their compliance departments from making recommendations for a specific course of action on a certain tax strategy.
CFO News Room
NOVEMBER 29, 2022
So, we do look at clients from the complexity of what type of planning they have. Now, everybody, at the end of the day, still needs the same same type of planning in the sense of estate planning, tax planning, financial planning. Or how do we work around a concentrated stock position, right?
Barry Ritholtz
OCTOBER 19, 2022
So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. Let’s talk a little bit about portfolio analytics, financial planning tools.
CFO News Room
FEBRUARY 2, 2022
Estate planning is commonly a big point of discussion, as well. And for most advisors that takes us down a road of tax planning and lots of different types of trusts and family limited partnerships and GRATs and IDGTs and all the different strategies that are out there, or at least as long as Congress lets us keep playing those games. .”
Barry Ritholtz
AUGUST 15, 2023
It’s part of their own tax planning. SEIDES: So it’s Hartford HealthCare. RITHOLTZ: But some of these guys are sitting with a lot more than a billion dollars, and why not? Unless they have their own foundation. I could give you a list of 30 billionaires. They all set up their own foundations. Let Bill worry about it.
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