Financial Planning Archives

September 14, 2021

Published by Brad Horn on September 14, 2021

Categories

Financial Planning

Biden Tax Law Proposal Targets High Income Individuals, S-Corps and Trusts

Biden Tax law proposal Targets High Income Individuals, S-Corps and Trusts Introduction The new Biden tax law is on deck and in the books. Democrats released the tax proposal on September 13. After months of anticipation, the final product does not match expectations. The proposed measures may impact you in […]

September 2, 2021

Published by Brad Horn on September 2, 2021

Categories

Financial Planning

The Sustainability of Social Security

The Sustainability of Social Security The Social Security Administration (SSA) just issued its annual report and projects a fiscal cliff in 2034. Let’s discuss what’s happening, what’s being done about it and how you might be affected. Social Security Trust Funds The SSA administers two large trust funds. The first […]

August 14, 2021

Published by Brad Horn on August 14, 2021

Categories

Financial Planning

Benchmark Selection for Investment Portfolios

Benchmark Selection for Investment Portfolios Introduction Benchmarking is the process of comparing your investment portfolio to a market index. Investors should carefully assess benchmark selection. This is especially important for multi-asset portfolios subject to periodic rebalancing and cash distributions. A well-chosen benchmark is like a compass that can quickly tell […]

July 8, 2021

Published by Brad Horn on July 8, 2021

Categories

Financial Planning

Issues to Consider in a Quarterly Review Meeting

Issues to Consider in a Quarterly Review Meeting Download This checklist covers 40 of the most important planning issues to identify and consider during your quarterly review meeting. Its structured as follows: Cash flow issues Asset and debt issues (including investments) Insurance planning issues Tax planning issues Long-term planning issues […]

May 5, 2021

Published by Brad Horn on May 5, 2021

Categories

Financial Planning

Important Planning Numbers 2021

2021 Important Planning Numbers Download There are lots of important planning numbers that that we work. Our Clients also have important planning numbers they to keep in mind. In some cases, those numbers change each year. Other times, the figures do not change, but are still used frequently. Given the […]

April 30, 2021

Published by Brad Horn on April 30, 2021

Categories

Financial Planning

Important Planning Milestones 2021

Important Planning Milestones 2021 Download Important Planning Milestones 2021 is a list of key milestone dates that advisors and clients need to keep in mind. Retirement benefit maximization and eligibility requirements often depend on a client’s year of birth or other life-cycle milestones and circumstances. Important milestones are not always […]

January 15, 2021

Full spectrum goals for financial planning

Published by Brad Horn on January 15, 2021

Categories

Financial Planning

Full Spectrum Goal Planning

Full Spectrum Goals Download Full spectrum goals cover an individual’s full, remaining life-cycle. Periodically, it is essential that you update and prioritize your planning objectives, regardless if you are new to financial planning or not. Goal setting is key to defining planning strategies and alternatives, curating advice and making client […]

December 4, 2020

Published by Brad Horn on December 4, 2020

Categories

Financial Planning

Issues to Consider in a Client Discovery Meeting

Issues to Consider in a Client Discovery Meeting Download Your initial experience with us is very important and begins with the Discovery Meeting. The Discovery Meeting will set the stage for what you can expect from us in the future. Our data collection and structured interview process is all about […]