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Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. The American Council of ...

The post Term vs. Permanent Life Insurance first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Investing Strategies for Receiving a Big Windfall

When you are thinking about inheriting or receiving substantial wealth in the near future, it raises plenty of financial questions. Prior to receiving these funds, it is best to sit down with a financial professional and discuss all of the most relevant information. This can include determinations over how you want to proceed, and investment strategies among other aspects of your financial plan.

As you think about how you want to support your family or even consider things such as charitable giving, the first step is to develop a clear investment policy.

This helps to serve as a blueprint for you and your financial planner about how you will invest and the roadmap for how assets inside your portfolio will be managed. An asset allocation study may also be beneficial for those intending to inherit or receive substantial wealth soon.

The purpose of this is to identify the return and risk goals appropriate for:

  • The tolerance for potential drawdown in the future.
  • Liquidity needs of those affected.
  • Current assets inside the portfolio.

With substantial wealth, multiple asset allocation studies may be required, particularly if this is family wealth that will influence multiple generations. It can take anywhere from a few months to 18 months to guide the construction of a full portfolio. With these investment strategies and substantial wealth on the line, it is a good idea to consult with a qualified financial professional immediately. This can help to avoid many of the most common pitfalls surrounding the process of receiving new wealth. Set aside a time to meet with an experienced and qualified financial professional today.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. The American Council of ...

The post Term vs. Permanent Life Insurance first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more