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Tim White and Thomas Kopelman want to make estate planning less painful

Tim White and Thomas Kopelman want to make estate planning less painful
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Phoenix , Arizona , United-states , California , Huntington-beach , Thomas-kopelman , Justinl-mack , Tim-white , Advisor-council , Wall-street , Financial-planning , Future-proof-festival

I'm 67. After a 33-year relationship, I want to marry. What's my next move?

Question: I’m 67 and have been in a relationship for 33 years. We talk about getting married for my financial security as he has a good pension and Social...

Thomas-kopelman , Joe-favorito , Alonso-rodriguez-segarra , Ryan-haiss , James-daniel , Advisory-firm , Getty-images , Flynn-zito-capital , Landmark-wealth , Article-normal , Banking-credit , Financial-services

How one small-business owner saved $75,000 in taxes

Should I be an S Corp or a C Corp? What’s QBI? When is my estimated payment due?

Canada , Vancouver , British-columbia , New-york , United-states , Josselin-castillo , Stan-shraybman , Thomas-kopelman , James-clift , C-corp , National-federation-of-small-businesses , S-corp

'I see him being a little too free with it.' My finance got a $300,000 inheritance, and he needs a financial adviser, but I worry he'll be taken advantage of. What's my move?

Question: My fiancé has received a little over $300,000 from an inheritance. He needs a financial adviser or someone that can point him in the right...

Thomas-kopelman , Matt-bacon-at-carmichael-hill-associates , Getty-images , Neela-hummel , Abacus-wealth , Matt-bacon , Carmichael-hill , Advisor-public-disclosure , Watch-picks , Bruce-primeau , Summit-wealth-advocates , Josh-trubow

Giving stock to kids? Better make sure it comes with good instructions.

You might think you’re sharing lessons about the value of investing, but you need to focus on basics instead.

Maya-corbic , Beth-pinsker , Thomas-kopelman , Ramit-sethi , Disney , Instagram , Dinarii-financial-education-academy , Gamestop , Piggy-banks , Ultimate-guide , Allstreet-wealth , Article-normal

Giving stock to kids? Better make sure it comes with good instructions.

Giving stock to kids? Better make sure it comes with good instructions.
marketwatch.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from marketwatch.com Daily Mail and Mail on Sunday newspapers.

Ramit-sethi , Maya-corbic , Thomas-kopelman , Beth-pinsker , Dinarii-financial-education-academy , Instagram , Disney , Gamestop , Piggy-banks , Ultimate-guide , Allstreet-wealth ,

How social media powered millennial-focused practice

It wasn't until Thomas Kopelman left the constraints of a broker-dealer that he was able to fully use social media in his practice.

Minnesota , United-states , Treyton-devore , Eli-lilly , Thomas-kopelman , Butler-university-in-indianapolis , Twitter , Allstreet-wealth , Minnesota-state-mavericks , Butler-university , Street-wealth ,

I'm a Financial Advisor: Here Are 6 Things My Clients Don't Like To Hear — and Why I Tell Them Anyway

Financial advisors have an important role to play in helping clients manage their money and plan for their financial futures. Part of this planning means providing honest advice about various money...

Tennessee , United-states , Miami , Florida , American , Thomas-kopelman , Los-angeles , Louis-barajas , Brentond-harrison , Benjamin-franklin , International-private-wealth-advisors , Global-children-financial-literacy-foundation

I'm a Financial Advisor: Here Are 6 Things My Clients Don't Like To Hear — and Why I Tell Them Anyway

Financial advisors have an important role to play in helping clients manage their money and plan for their financial futures. Part of this planning means providing honest advice about various money...

United-states , Tennessee , Miami , Florida , American , Benjamin-franklin , Brentond-harrison , Thomas-kopelman , Los-angeles , Louis-barajas , Royal-financial-investment-group , American-psychological-association

Wealth.com adds planners, activists to establish advisor council

Wealth.com adds planners, activists to establish advisor council
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Phoenix , Arizona , United-states , Tyrone-ross , Dasarte-yarnway , Justin-castelli , Erik-smith , Thomas-kopelman , Anna-njie-konte , Samantha-russell , Advisor-council , Onyx-advisor-network