Financial Planning

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The 2017 Tax Act- An Overview Part II: Potential Winners & Losers

Lina Storm, CLU®, ChFC®, MBA- Vice President, Field Marketing at Highland Capital Brokerage follows up with additional insights into the new tax law with “The 2017 Tax Act- An Overview: Part 2.”

Over the next year many of the new complex rules of the Tax Act will be tested, after which the actual winners and losers will be revealed. Part 2 of our Tax Reform Spotlight explores these possible winners and losers and offers some context for your clients.

Learn more about what the 2017 Tax Act means for you and your clients- Download Now!


The 2017 Tax Act: An Overview Part I

The 2017 Tax Act brought sweeping changes for families and businesses. It will take some time before we see the full impact of tax reform given its complexities and limitations. Except for the corporate tax rate and several other provisions, the new tax rules are set to expire effective 2026 and will revert back to what they were before the 2017 Tax Act went into effect. Part 1 of the Tax Reform Spotlight series will provide a general overview of the new law.


Highland’s Bob Finnegan On “Hedging Against Threats to Wealth”

Bob Finnegan, Sr. Vice President, Advanced Planning Attorney with Highland Capital Brokerage spoke to an audience of high end financial advisors at the Elite Financial Advisor Conference on January 11 hosted by Janney Montgomery Scott. Bob addressed how current planning tools that were not adversely affected by the new 2017 tax act are ideally flexible and particularly suited to help clients hedge against all the threats to wealth, not just taxes—regardless of what happens in Washington.


Help Baby Boomers Avoid Regrets in Retirement with Financial Planning

The massive baby boomer generation has been aging and reaching retirement for years now, with the last wave turning 50 this year. Financial planners and advisors should be sure to focus on helping these clients plan for a comfortable future, even if – until now – they had no plan in place whatsoever.


Female clients need the financial confidence a professional provides

Women have made great strides in the workforce and many have amassed impressive personal wealth over the years. It also demonstrates an opportunity for financial professionals to increase their client base by appealing to women.


Creating Flexible Charitable Legacies

Creating Flexible Charitable Legacies

As people age, their level of altruism has a tendency to increase and often we see an intense desire by clients to leave some sort of charitable gift behind. Whether it is to further the funding of causes they feel passionate about or to help make a general difference in the world, clients often express a desire to make a change in the world toward the end of their life and rely on advisors to assist in the planning. Sadly, many retirees are having a harder time making their money last long enough through retirement to feel that they can adequately provide additional financial support to the causes they believe in. Often the solution can be found inside of traditional life insurance products.


More Are Using Life Insurance For Philanthropy

The benefits of life insurance policies – namely the secure financial future they offer – are well-documented, but a new report from Forbes reveals that more Americans are using such coverage to make charitable donations.


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