by Presented by Brian Stallcop, CFP® | Aug 25, 2023 | Financial Planning
Key Takeaways Rates of financial literacy—people’s ability to understand various financial-related concepts and put them to use—have fallen significantly in recent years. Games, apps and real-life experience can potentially help younger generations enter...
by Presented by Brian Stallcop, CFP® | Jul 24, 2023 | Financial Planning, Investment Planning
Key Takeaways Get asset protection strategies in place before you need them. Evaluate and stress-test your various types of liability coverage. Make asset protection efforts part of an overall wealth planning strategy. If you’ve got substantial assets,...
by Presented by Brian Stallcop, CFP® | Jun 14, 2023 | Business, Financial Commentary, Financial Planning
Key Takeaways Referrals from other professionals are a top way to find great experts. Your peers, friends and associates can be another excellent resource. Look for experts who are well known and hugely respected in their industry. As a busy and...
by Presented by Brian Stallcop, CFP® | May 30, 2023 | Financial Planning
Key Takeaways Those who divorce after age 50 tend to see a big drop in their wealth. Decisions about the family home, retirement accounts and other assets need to be made carefully. Some property may need to be split up equally, while some may stay with each...
by Presented by Brian Stallcop, CFP® | Apr 18, 2023 | Business, Financial Planning
Key Takeaways The financial succession plan addresses ownership concerns in the context of taxes, legal control and related issues. The operational succession plan deals with matters such as governance and management structure. The operational succession plan...
by Presented by Brian Stallcop, CFP® | Apr 18, 2023 | Financial Planning
Key Takeaways Preserving wealth, especially for retirement, is a consistent top concern—even among the affluent.. Mitigating taxes and ensuring loved ones are taken care of are other top-of-mind issues. Planning around your various financial concerns should be...
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