Tag: Future

BluBrry Feature Image
Securing Your Family’s Future Wealth Q&A (Ep. 119)

Securing Your Family’s Future Wealth Q&A (Ep. 119)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

How can you secure your family’s future wealth? 

In short, anticipate change, stay informed, and reach out to your advisor.

This week, John and Michael Parise elaborate with a discussion about the importance of proactive wealth management. They highlight the need for individuals to ask questions, educate themselves, and consult with their advisors to secure a better future. John and Michael also briefly talk about the potential benefits of alternative investments in the current market conditions. 

So, listen in as they emphasize the significance of tax efficiency, liquidity, and the need for individuals to focus on asset protection in estate planning.

John and Michael discuss:

  • Some of the concerns and questions they’ve recently received from clients regarding financial plans and estate tax laws
  • Client frustration with other advisors on their financial team not being proactive enough
  • Challenges within the advisor community and the need for awareness of options for high-net-worth individuals
  • Potential benefits of alternative investments such as gold, silver, and oil and gas in the current market
  • The need for diversification in investment portfolios due to current economic and geopolitical uncertainties
  • The importance of tax efficiency and exploring tax planning strategies
  • Some concerns about potential changes in tax laws and the need to focus on asset preservation
  • And more!

Resources:

Connect with John and Michael Parise:

BluBrry Feature Image
61. The Generational Impact Of The SECURE Act Part Two

61. The Generational Impact Of The SECURE Act Part Two

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

A new provision in the SECURE Act requires children that inherit an IRA or a qualified plan to essentially withdraw those funds no later than 10 years after the date of death. How can you ensure that your child gains the most from their inheritance after you are gone?

In part two of this series, John and Michael Parise discuss possible solutions for this new provision to the SECURE Act. They reveal the various types of accounts you can utilize and share the importance of keeping future generations in mind.

You will learn:

  • How you can prepare for your children’s inheritance with the new provisions to the SECURE Act
  • What type of accounts and investments may be the best fit for you
  • The importance of taking future generations into account when creating your plan
  • And more!

Resources:

Connect with Copper Beech