by This article was selected for you 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 This article was selected for you 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 This article was selected for you 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...
by This article was selected for you by Brian Stallcop, CFP® | Mar 15, 2023 | Financial Commentary, Financial Planning
Key Takeaways Most Americans experience an event that causes their income and/or net worth to drop significantly. After a financial shock, review your situation and plan with a trusted professional. You can manage both your money and your mental state with a...
by This article was selected for you by Brian Stallcop, CFP® | Feb 15, 2023 | Financial Planning
Key Takeaways An umbrella policy may help protect your assets from larger claims and lawsuits that could potentially cause great financial hardship. Wealthy individuals and families often don’t have large enough umbrella policies. Don’t expect umbrella insurance to...
by Brian Stallcop | Oct 14, 2021 | Financial Planning, Life Insurance
As a Certified Financial Planner® with over two decades of experience, I’ve helped clients navigate the complicated world of life insurance and secure the appropriate coverage for their situation. Here are the top seven reasons to own life insurance: Family income...
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