Escalent’s Post

Check out this article from Financial Advisor Magazine featuring our FinServe Network ambassador Richard Peck! #financialservices #retirement #savings

Have you arranged to transfer your assets to your heirs, charity, or both after you're gone? It's important to plan and ensure that your loved ones don't have to deal with the complications of sorting out your estate. Plan now to secure your financial legacy long after you're gone. #estateplanning #wealthtransfer #generationalwealth #legacyplanning

When meeting with a financial advisor, here’s the core information they’ll need to create a tailored plan for you: 1. Income & Expenses – Your earnings, debts, and monthly spending. 2. Investments– Details on your stocks, retirement accounts, and risk tolerance. 3. Insurance– Life, health, and long-term care policies. 4. Retirement Goals– Savings, age you plan to retire, and lifestyle. 5. Estate Planning– Wills, trusts, and succession plans. 6. Tax Details– Past returns and any potential deductions. 7. Gifting Plans– Any plans for charitable donations or gifting.

Are you ready? Recent research projects that baby boomer households will transfer over $53 trillion to younger generations and charitable organizations. Learn how to navigate this complex process in our latest blog: https://ter.li/uystjh

To set you and your family up for success, the real question is: How can I leave a legacy? At BayView Private Wealth, we help you explore your financial goals and strive to preserve your personal wealth. As we age, we tend to focus more on the legacy we will leave. It's important to have the right perspective, knowledge, and plan in place while you engage in the decision-making process. Our team first listens to learn what your personal intent is in areas such as: * Beneficiary alignment with estate plan * College funding * Strategic asset transfers – what, how and when? * Executor and successor trustee selection * Gifting of appreciated assets to get deductions and avoid capital gains taxes * Charitable Trust planning * Charitable retirement plan distributions By helping you define your legacy, we can help you change your life. How would you like to leave your legacy? Schedule a meeting and let’s talk: Destin: https://buff.ly/3E1KYTL St. Petersburg: https://buff.ly/3CSbgr9 #BayViewPrivateWealth #FinancialPlanning #LeavingALegacy

How to spread #holiday #cheer to the fullest... 💟    It's that time of year! It also brings with it the age-old conundrum of what to give our loved ones. 🤼🎁    Donations of money have the ability to improve the recipient's future. 🎇 Establishing a savings account in their name or making a contribution to a college fund might help younger individuals #succeed. Giving stock as a gift or making a donation to retirement funds might help seniors enjoy their golden years even more. ✨ This is also a #great #opportunity for you to make your #tax-deductible #philanthropic contributions.     Let's talk about the options, which may be customized to meet the demands and age of each individual. These presents have the power to #changelives, whether they are used to educate children the value of saving money or to assist people in making investments in their #future. 🚀 #financialopportunity #openopportunity #financialadvising #financialservices #growyourbusiness #2024goals #hiring #successmindset #sucessfulfuture #wealthadvisors #BocaRatonFL #GoIndependant #BRiley #BRileyBoca

Have you heard the quote, “Love your kids equally by treating them uniquely"? This week, I joined @JohnHagensen on Rethink Your Money to discuss how this estate planning concept is easier said than done. Plus, we tackle the topic of charitable giving, where I talk about donor-advised funds: a tool to help anyone of any net worth who’s charitably inclined. Have a listen: https://lnkd.in/givT5d_S

More than investments, it's about understanding the "why." The real question is: What does wealth mean to you? Whether for you, your kids, retirement, goals, or ambitions, your wealth has a bigger purpose. Here's how to begin: First, clarify the true purpose of wealth in your life. Understand elements like cash flow, wealth protection, and accumulation. And don't forget wealth transfer – whether it's for charity, your children, or your grandkids. By doing this, you'll grasp the genuine purpose of your wealth, both now and in the future. And when that purpose is clearly defined, we can open up a world of possibilities for creating your most successful plan to guide you there. Contact us today at Avior.com 🔗 . . . . . . . . . . #FinancialClarity #FinancialPlanning #PortfolioManagement #MarketInsights #InvestmentStrategy #WealthPlanning #FinancialFreedom #WealthWithPurpose #FinancialJourney #Avior #AviorAdvisors #RetirementPlanning #FinancialWisdom #IntentionalWealth

Are you ready? Recent research projects that baby boomer households will transfer over $53 trillion to younger generations and charitable organizations. Learn how to navigate this complex process in the latest post from Bernstein:

Are you ready? Recent research projects that baby boomer households will transfer over $53 trillion to younger generations and charitable organizations. Learn how to navigate this complex process in the latest post from Bernstein: