How one advisor leveled-up his practice with simple scoring systems

6/30/20 5:13 PM / by Matt Nollman posted in Advisors, Tax, Financial Planning, Householding, Tax-Efficient Investing, Asset Location

0 Comments

"Now I understand what you've been saying all these years."

This is music to anyone's ears. But it's pure gold in the financial advice world.

Advisors have been trying to simplify complicated topics like risk and tax for decades. Today, we have a real success story.

Enter: Rick Mida, Partner and Wealth Advisor at Canopy Wealth Management.

Read More

The Building Blocks of Tax-Smart Asset Location

6/3/20 2:56 PM / by Jack Sharry posted in Advisors, Tax, Financial Planning, Householding, Tax-Efficient Investing, Asset Location

0 Comments

Investors are painfully aware their retirement plan needs a do-over.  With so much uncertainty, it's like the investment gods shook every investor's portfolio like a canister of Legos and dumped them on the floor.  Top advisors are helping investors rebuild portfolios, get on the right track, and realize their retirement dreams.

Read More

What is Asset Location?

5/14/20 10:50 AM / by Jack Sharry posted in Advisors, Tax, Financial Planning, Householding, Tax-Efficient Investing, Asset Location

0 Comments

There has been a lot of conversation across the industry over the past year about the importance of asset location. In the wake of volatile markets and uncertain times, you will be hearing a lot more.

We'll discuss what asset location is and why it matters to investors and your bottom line.

Read More

How to create a tax-smart retirement paycheck

9/25/19 4:31 PM / by Steve Zuschin posted in Tax

0 Comments

You are seeing more news about how to generate retirement income efficiently and effectively. LifeYield and the Black Diamond Wealth Platform have partnered to help advisors show clients how to improve after-tax results while accumulating assets when drawing income. We asked LifeYield executive Steve Zuschin to address the benefits of managing multiple accounts in a risk-smart, tax-smart way, including asset location and tax-smart coordinated withdrawals.

Read More