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Long-Term Care Planning

The Three P’s of Estate Planning [Video]

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The Three P’s of Estate Planning

The Three P’s of Estate Planning

In this episode, Chris Berry discuss: The Three Important P’s of Estate Planning
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Attorney and Financial Advisor Chris Berry of Castle Wealth Group answer questions on retirement and estate planning every Wednesday at 1pm. Register here https://bit.ly/2VaojOK​​​​​​ or give our office a call at 844-885-4200.

Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning, and tax planning from their Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi offices.

Castle Wealth Group helps families with their legal, financial, and tax planning for their retirement and legacy.

With the use of legal structures like revocable living trusts, Castle Trusts (asset protection trusts), Chris Berry and Castle Wealth Group can help your family plan, protect, and preserve what is important through their Retirement and Legacy Blueprint Process.

For more info visit,
https://michiganestateplanning.com/​​​​

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Long-Term Care Planning

EVERGROW COIN. WHY HAS THE PRICE ON EGC NOT GONE TO THE MOON YET?! [Video]

What's up guys, welcome back to investing with paco.EVERGROW COIN. WHY HAS THE PRICE ON EGC NOT GONE TO THE MOON YET?! Well today will be addressing on why we haven't seen a massive price increase in egc yet!#evergrowcoin#evergrowtoken#egc💰2 Free Stocks link to WEBULL deposit $100https://a.webull.com/8XV235SQ3jY8cCxQWK100% chance to get a free stockhttps://join.robinhood.com/francig1531Camera gear I use for making videos!https://www.amazon.com/gp/product/B0125UM58C/ref=as_li_tl?ie=UTF8&tag=404crew-20&camp=1789&creative=9325&linkCode=as2&creativeASIN=B0125UM58C&linkId=847ef0d9911b21daec2cb5469715621fhttps://www.amazon.com/gp/product/B01M14ATO0/ref=as_li_tl?ie=UTF8&tag=404crew-20&camp=1789&creative=9325&linkCode=as2&creativeASIN=B01M14ATO0&linkId=c24297e159de4e701a588d909659a005https://www.amazon.com/gp/product/B01LTHXA5O/ref=as_li_tl?ie=UTF8&tag=404crew-20&camp=1789&creative=9325&linkCode=as2&creativeASIN=B01LTHXA5O&linkId=2299bfefd7159db66230779622da520dPlease Understand that this is not financial, legal, or tax advice. I do not guarantee a particular outcome. Please do your own research to make your own decisions.Thanks for watching!!

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Long-Term Care Planning

Should Financial Consultants go into Estate Planning? | Eugene Soo [Video]

Hey Financial Consultants! For many of us, we have probably considered one thing: elevating your career and breaking through into the Estate Planning practice. Watch this video first! Although it looks and sounds glamourous to be an Estate Planner, you must consider some things before you jump in. What is a good time to start? Do I have the things that I need? At my stage, will this actually add value to my clients?In this video, I’ll go over the things you must consider, and pitfalls you may face. After that, you can decide if Estate Planning is for you now.

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Business Owners Long-Term Care Planning Retirement Planning

Goran Milic grew up in Serbia and moved to the US in his early twenties. Among many other roles, he’s a dad, husband, financial planner, and chief retirement strategist at Tesla Wealth Management. For the last ten years, Goran has been helping people with their financial, retirement, and insurance planning. He’s an actuary by trade, and actuaries are creators of all types of insurance, annuities, pension funds, and other financial products.Goran was always passionate about crunching numbers and explaining math to his non-math friends and family. Throughout his schooling, he has discovered his special gift in his ability to gather scattered information and bring it all together in an organized, well-researched, and actionable way. In addition, he loves to tackle complex financial topics and break them down for a layperson to understand.While working for a large national firm years ago, Goran realized that a vast amount of the advice given to clients was not aligned with their best interests. So he joined TWM with the conviction that while every client’s situation is unique, there is an optimal solution that perfectly suits each client. It may take more effort and sometimes thinking outside the box, but there is no other way for their team at TWM.As far as Goran’s education goes, he has a Bachelor’s degree in Actuarial Science from Roosevelt University. He’s also maintaining his Life and Health producer license and the CLTC designation, a certification for Long-Term Care insurance.When he doesn’t work, Goran loves to spend time with his wife and their two children, enjoying nature and an outdoorsy lifestyle. Learn More: https://teslawm.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-goran-milic-with-tesla-wealth-management-discussing-financial-and-retirement-literacy-focused-on-social-security

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Long-Term Care Planning

Long term care is a subject which is confusing, daunting and often comes at a time of great stress. We asked SOLLA accredited Chartered Financial Planner David Summers to answer the questions he is most often asked when it comes to creating a long term care plan.    Please note that the upper limit of £23,250 only refers to England and Northern Ireland, Wales and Scotland have different upper limits. SeventySeven Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc which is authorised and regulated by the Financial Conduct Authority.IG Hashtags: #77 #77wm #SeventySeven #SeventySevenWealthManagement #SeventySevenWealthManagementUK #WealthManagementUK #WealthManagementAdvisor #WealthManagement #WealthManagementPartners #WealthManagementTips #FinancialPlanning #FinancialPlanningUK #FinancialWellBeing #FinancialAdviceUK #Finance #Investment #InvestmentManagement #Wealth #Pension #FinancialFreedom #RetirementFund #ProtectionPlanning #ManagingYourCash #InvestmentPlanning #RetirementPlanning #SchoolFeesPlanning #InheritanceTaxPlanning #IntergenerationalPlanning #CareInLaterLife #LongTermCare