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The Tricky Truth of Inheritance in the 21st Century

Inheritances are a complicated thing. Not only are there often strings attached in the eyes of the government, unexpected taxes, and complicated bequeathments, but there are also potential conflicts within families. And not to mention the fact that the potential windfall was the result of a relative's death. Inheritances are very complicated.

Filling Out the FAFSA

Kathy Longo featured on Michael Kitces' Financial Advisor Success Podcast

Kathy Longo recently sat down with Michael Kitces to take part in his Financial Advisor Success Podcast, and to discuss how walking away from an RIA partnership to found Flourish Wealth Management has shaped her business philosophy. In addition to discussing her upcoming book Flourish Financially: Values, Transitions, and Big Conversations (Fall '18), Kathy also gives insights into how to structure the investment management component of a financial planning firm, how to create a strong culture for growing your team, and benefits of participating in a study group.

Listen to the full podcast below:

Managing Money Well as a Couple

 

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What are the keys in planning to grow wealthy together?

 

Provided by Wealth Management Group of KC

 

When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may change as well. To succeed as a couple, you may also have to succeed financially. The good news is that is usually not so difficult.

 

The DOL Fiduciary Rule and what it means for our clients

BlueSky Wealth Advisors CEO and Senior Wealth Advisor David Blain, CFA explains how the Department of Labor is and isn't changing the face of our industry: 

For most of you, June 9, 2017, came and went without much fanfare. However, for many in the financial industry, especially the big brokerage firms and their advisers, it was a day they were not particularly pleased to see. That's because a new regulation went into effect called the Fiduciary Rule. After several years of uncertainty and an administration change, Secretary of Labor Alexander Acosta said that the fiduciary rule would go into partial effect on June 9, with full implementation on Jan. 1, 2018. Despite the rule having no enforcement mechanism during the transition period, it certainly signals that change is underway.

From Commissions to Fee-Only: A Personal Journey

Senior Wealth Advisor, Bronwyn Shone, CFP®, discusses her personal journey from book publishing, the dot com world, and insurance sales to fee-only financial advisor.

Fifteen years ago this month, I attended my first financial planning class. It was a survey class designed to give a broad overview of the skills financial planners were required to master to be considered competent professionals, and the first in a series of courses required by the CFP® Board to sit for the CFP® exam. What led me to that first class?

Managing Money Well as a Couple

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When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may change as well. To succeed as a couple, you may also have to succeed financially. The good news is that is usually not so difficult.

 

Is Your Advisor Really Working for You?

Many investors who come to us worry about how to best manage and preserve their assets so they last through retirement and perhaps beyond. Often, this concern stems from the fact that the major investment firms holding their funds don't seem to have their best interest at heart.

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Gary Nagel, Dennis Spratt and James Powers are Registered Representatives offering securities and advisory services through Geneos Wealth Management, Inc., Member FINRA/SIPC, a registered broker-dealer and registered investment advisor. This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, IA, IL, KS, MA, MD, MI, MO, MN, NC, NE, NM, OK, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific state referenced.

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