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...
by This article was selected for you by Brian Stallcop, CFP® | Jan 13, 2024 | Financial Planning
Key Takeaways Asset protection planning seeks to stop lawsuits from happening in the first place by making it hard for creditors to get at wealth. Transparency is crucial to effective asset protection planning. A multipronged approach with plenty of flexibility can...
by This article was selected for you by Brian Stallcop, CFP® | Jan 13, 2024 | Business, Financial Planning
Key Takeaways Installment sales can help spread out income over time, reducing your annual tax bill. Opportunity zone funds can potentially reduce or even eliminate a taxable capital gain. Charitable trusts help you mitigate taxes and have a philanthropic impact....
by This article was selected for you by Brian Stallcop, CFP® | Dec 12, 2023 | Financial Planning, Investment Planning
Key Takeaways Lack of financial knowledge and feelings of guilt can fuel anxiety among inheritors. Parents and grandparents worry about giving too much money to their heirs. Potential solutions include working with trusted pros and taking an active role in wealth...
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