WEALTH MANAGER

  • Manifesting Money Fast: Techniques to Attract Abundance Into Your Life March 26, 2024
    In a world where financial stability is a significant concern for many, the idea of manifesting money fast might sound like a far-fetched dream. However, proponents of the law of attraction believe that it's entirely possible to attract abundance into your life through focused intention and ...
    ertankocaa@gmail.com
  • India's Steel Industry – Challenges and Opportunities Ahead December 13, 2023
    India's steel industry, once a consumer, has evolved into a global powerhouse, sculpting the nation's economic landscape. Amid its remarkable ascent, challenges, and opportunities intertwine, shaping a narrative of resilience and growth. The surge in demand for high carbon steel strips , driven ...
    amit.kumar@profitbyclix.com
  • The Pros and Cons of Investing in ESG Funds for Responsible Millennial Investors June 5, 2023
    As Millennials become more conscious of their impact on the environment and society, responsible investing has become increasingly popular. Environmental, social, and governance (ESG) funds have emerged as a popular option for Millennials who want to invest in companies that align with their ...
    visualizeit@aol.com
  • A Jackpot of Fun: The Free Casino Games of Dingdingding.com June 2, 2023
    Imagine the electrifying ambiance of a bustling casino. Visualize the lively hum of activity, the hypnotic dance of flashing lights, and the symphony of sound as the slot reels spin with a hopeful whirl. Envision the anticipation in the air, palpable and infectious, as people hold their breath, ...
    hazelsansbury@gmail.com
  • The Law of Attraction and Wealth: How to Attract Financial Abundance May 31, 2023
    Are you one of those individuals who are struggling to achieve financial abundance? Do you feel like no matter how hard you work, you never seem to have enough money? If so, you may want to explore the Law of Attraction. The Law of Attraction is a principle that states that we attract into ...
    visualizeit@aol.com
  • SASSA Impact on Career Growth and Financial Stability May 19, 2023
    In today's society, ensuring financial stability and fostering career growth are crucial factors for individuals and communities alike. One significant entity that has been instrumental in addressing these issues is the South African Social Security Agency (SASSA). SASSA plays a vital role in ...
    admin@ilm.com.pk
  • commercial projects in thane - Top Reasons To Invest In Commercial Properties In Mumbai April 20, 2023
    Interest in business properties is frequently compensating for its high Rental Returns and Capital Appreciation for certain sensible difficulties and dangers. The developing land environment in Mumbai has been showing great business property venture possibilities. In this way, ...
    webmaster@Squarefeetgroup.in
  • Aerolineas Argentinas +185-95-17-52-73 New Flight Reservations Number|Customer Service April 17, 2023
    Aerolineas Argentinas +185-95-17-52-73 New Flight Reservations Number|Customer Service How do I communicate with Aerolineas Argentinas? Aerolineas Argentinas is a major airline operating out of the Aerolineas Argentinas States of America. It provides numerous flights to international ...
    stevenrmcpherson8@gmail.com
  • Aeroflot +185-95-17-52-73 New Flight Reservations Number|Customer Service April 17, 2023
    Aeroflot +185-95-17-52-73 New Flight Reservations Number|Customer Service How do I communicate with Aeroflot? Aeroflot is a major airline operating out of the Aeroflot States of America. It provides numerous flights to international and domestic destinations irrespective of whether the ...
    stevenrmcpherson8@gmail.com
  • What is an offshore company December 29, 2022
    An offshore company is a business entity that is incorporated in a jurisdiction outside of the country where the owners or shareholders reside. Offshore companies are often used for a variety of purposes, including asset protection, tax planning, and business operations. One common reason ...
    suponchakma420@gmail.com

Wealth Management – Transition from Estate Planning to Risk and Retirement

In the last 5 years, we have transitioned in wealth management from an estate focus to a Wealth Preservation focus.

Since the 90s until recently, most hard working folks were trying to take care of their estates, protect their assets from undue taxation, and use estate planning techniques.

Now, people are more focused on their retirement dollars lasting long enough while using advanced risk management strategies.

If you and your spouse are worth more than 5 million each, then you may have an estate tax problem, however, that scenario is limited to the ultra wealthy.

Most others will focus on their retirement assets, 401K, insurance assets, and other key issues like powers of attorney and trusts.

Good wealth management requires us to review the entire situation including social security, pensions, assets, stocks, land, home, property, tax issues, insurance policies, potential issues such as inheritance,  and even legal documents.  Everything is important and it is a holistic approach.

If you are healthy and have children and a spouse, you should consider life insurance protection that is effective for your budget.  Term insurance can protect your children and your spouse in case you die during the typical 20 year term.  It is cheap and if you can afford it, you can always buy permanent life insurance.

English: "Nettogeldvermögen" net fin...

English: “Nettogeldvermögen” net financial assets (financial assets minus liabilities) of economy sectors of Germany (Photo credit: Wikipedia)