Financial News ,Retirement ,Financial Professionals ,Financial Planning ,Performance ,Financial Advisor ,Wealth Management
The SECURE ACT, Qualified Plan Updates, Judy Lynch VP LIEBG / 4Thought Financial Group
[fa icon="calendar'] Sep 2, 2020 12:30:00 PM / by 4Thought Financial
Financial News ,Personal Investing ,Investment Strategy ,Financial Advisor ,Wealth Management ,Financial News
Dispelling Frequently Cited Misconceptions About Retainer Fee-Based Financial Planning & Wealth Management
[fa icon="calendar'] Aug 1, 2019 2:29:52 PM / by 4Thought Financial
Retainer fee-based financial planning and wealth management services administered by trusted fiduciaries who act on your behalf can be instrumental in helping you achieve your lifelong financial goals. This includes developing a financial plan most aligned with your objectives, constantly revisiting and adjusting this so-called “fiscal roadmap” or “blueprint” in response to life events to ensure you remain on track, and providing insightful guidance to help navigate the various stages of your personal and professional life.
Financial News ,Financial Planning ,Wealth Management
The Importance of Retainer Fee-Based Financial Planning & Wealth Management
[fa icon="calendar'] Nov 14, 2018 10:30:00 AM / by 4Thought Financial
Recent, sweeping tax reform. Uncertainty about the U.S. Department of Labor’s recently enacted—(Or was it?)—Fiduciary Rule. The current turbulence defining the stock market, and ever-evolving capabilities of automation.
Financial News ,Pro Tips ,Wealth Management ,Financial News
Charitable Giving Ideas to Benefit Those in Need & Your Family
[fa icon="calendar'] Nov 5, 2018 10:03:27 AM / by Martin E. Levine, CPA, ChFC, CAP
Charitable giving has certainly changed in 2018. A new tax regime has been passed into law, called the “Tax Cuts and Jobs Act.” The main change that is relevant for charitable giving is whether (or not) you can still itemize your deductions on your income tax return. Why is that relevant? Charitable giving is part of your itemized deductions.
Financial News ,Financial Planning ,Wealth Management ,Financial News
4Thought Financial Group Wealth Management & Investment Methodology Overview
[fa icon="calendar'] Oct 30, 2018 12:17:41 PM / by 4Thought Financial
4Thought Financial Group is a level-fee fiduciary Registered Investment Advisor providing coordinated wealth management and financial planning services, involving four different areas: Investment Planning, Estate Planning, Fringe Benefits Planning, and Business Succession Planning. 4Thought Financial Group specializes in utilizing a unique strategic approach to achieve clients' financial goals, leveraging Multi-Method Investing®, technology-driven quantitative analysis, and traditional financial planning services to redefine the traditional investing model.
4Thought Financial Group's executive team, Chief Investment Officer Jesse Mackey, Chief Executive Officer Brian Mackey, and Chief Financial Officer Martin Levine, outline the firm's unique wealth management and investment methodology, and other characteristics that set it apart from the rest of the pack, in this introductory video, with a transcription provided below.
Financial News ,Financial Advisor ,Wealth Management ,Financial News
Why Should I Use Retainer Fee Wealth Management? Here's a Pricing Model Breakdown
[fa icon="calendar'] Aug 15, 2018 10:29:49 AM / by Michael Duvally
You wouldn’t ask an electrician to look at your leaky faucet, so why would you ask an investment manager what kind of trust to use to ease the burden of probate on an estate, or how to structure the buy/sell agreement for a business?
Financial News ,Financial Planning ,Wealth Management ,Financial News
Why CPAs Should Partner with a Retainer Fee-Based Financial Planning & Wealth Management Firm—Now
[fa icon="calendar'] Jun 6, 2018 5:09:24 PM / by 4Thought Financial
With tax season squarely in the rearview but for any lingering questions still circulating among clients regarding the recent federal tax overhaul’s exact ramifications on returns next year, now is the perfect time for CPAs to take stock of such concerns and inquiries, and assess their own individual places within the greater trajectory of the financial industry, overall.
Financial News ,Financial Planning ,Wealth Management
Longevity & Wealth Management
[fa icon="calendar'] Jan 29, 2018 5:50:07 PM / by 4Thought Financial
Longevity has always been a human fascination, but advancements in medicine and technology have transformed this fascination into a present-day reality.
Leave a Comment