by This article was selected for you by Brian Stallcop, CFP® | May 10, 2025 | Financial Planning, Investment Planning, Life Insurance, Taxes
Key Takeaways Wealth managers offer investments—but they don’t stop there. Advanced planning in areas like wealth transfer and wealth protection is a key part of wealth management. Elite wealth managers are systematic about understanding clients on a deep level. We...
by This article was selected for you by Brian Stallcop, CFP® | Mar 13, 2025 | Financial Planning, Life Insurance
Key Takeaways Pay attention to the agreements that might accompany a life insurance policy. The IRS can—and does—clamp down on overly aggressive strategies. Stress test your life insurance solutions or ones you’re considering. Life insurance can potentially play an...
by This article was selected for you by Brian Stallcop, CFP® | Feb 6, 2025 | Financial Planning, Life Insurance
Key Takeaways Term life insurance is all about the death benefit—and there’s more flexibility to these policies than you might think. Whole life is a type of permanent life insurance. Multiple forms of universal life insurance exist that carry their own pros and cons....
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?...
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