Ken, I use "Money Guide Pro". I have found this to be the most comprehensive planner out there
Do we learn our money behaviors from family?
2 Comments - It's not just about the money!
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We were on one of those guided tours with about thirty other people surrounding one tour guide the entire time...I watched the tour guide John slowly gravitate toward speaking to my mom exclusively
Create a Foreign Trust in a debtor-friendly jurisdiction like Nevis and then fund a life policy whose beneficiaries are these kids. The only way you are going to get around the tough KYC and disclosure requirements. We can help.
According to research from the American Institute of CPAs, clients are sharing concerns about retiring with enough money. This is, in fact, the leading concern that clients to their financial advisors
This webinar will describe the varied ways families can pay for education expenses, provide the pros/cons of each way, and provide a framework for how counselors and planners can navigate educational planning discussions with their clients
05-16-2024 | 12:00 - 13:00 ET
They just met with and estate planning attorney who is encouraging them to put the money into a custodial account where a judge will oversee all transactions. The attorney says this is the only way the kids will not have full access to the money at the age of majority (a major concern to my clients). I agree that turning over this kind of money to a 21 year old is a scary proposition, but involving lawyers and the court to oversee these accounts for the next 2 decades sounds expensive and cumbersome
4 Comments - What is the source of this inheritance? Is this money coming from the parents?...To me, the advice to turn the money over to the court was terrible advice and borders on malpractice
She is also an avid FPA volunteerthrough pro bono work, the Tax & Estate Knowledge Circle, and ProgramsChair of her local Orange County chapter
05-21-2024 | 14:00 - 15:00 ET
Especially when they had put his money in a volatile asset like equity, there common behaviour with equity was that if I had parked this money in debt (Fixed Deposit), its gives better return than this volatility
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