by This article was selected for you by Brian Stallcop, CFP® | Dec 14, 2024 | Financial Planning, Uncategorized
Key Takeaways Nearly seven out of ten wealthy families in one study had already created family foundations. Often these families want to both do good and instill values in their heirs. It’s important to have a charitable intent and a clear charitable vision before...
by This article was selected for you by Brian Stallcop, CFP® | Nov 5, 2024 | Financial Commentary, Financial Planning
Key Takeaways Financial criminals have their sights set on the affluent. Their methods include email phishing, fraudulent investments, tax scams and beyond. Some of the best moves you can make to shut them down involve simple changes to your behavior. When it comes to...
by This article was selected for you by Brian Stallcop, CFP® | Jul 24, 2024 | Financial Planning
Key Takeaways Retirement surprises such as higher-than-expected taxes or health care costs can threaten your financial future. “Life happens” surprises—home repairs, being sued—can be minor or major in terms of their financial impact. Not sure if you’re in good shape?...
by This article was selected for you by Brian Stallcop, CFP® | May 22, 2024 | Business, Financial Planning, Investment Planning
Key Takeaways ESG—environment, social and governance—investments have seen strong inflows in recent years. ESG investors cite aligning their values with their wealth—and return potential—as big reasons to use this investment approach. Greenwashing and a lack of...
by This article was selected for you by Brian Stallcop, CFP® | Apr 8, 2024 | Financial Planning
Key Takeaways CRTs can provide you with an annual income stream to fund current expenses. CRTs can come with sizable tax benefits that boost your bottom line and leave more to charity. It’s crucial to set up a CRT correctly to get the benefits — and avoid trouble....
by This article was selected for you by Brian Stallcop, CFP® | Mar 14, 2024 | Financial Planning
Key Takeaways Define how you want your pet taken care of and choose a pet caregiver. Pet care agreements and trusts are two formal ways of ensuring your pet will be cared for. Add up the financial aspects of pet care and include them in your plan. More U.S. households...
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