Igor Zey, PhD (C), MSFS, CFP,CLU,ChFC,CAP,AEP

Five tips for protecting your cash and belongings while abroad. #protect#travel#cash#finance#moneylady#femaleplanners#topRIA#TopAdvisors#FinanceTips#financialplanning#financialplan#retirementplanning#financialliteracy#californiafinancialadvisors CFP Board owns the marks CFP® in the U.S.

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Enhance your client's financial outcomes during divorce with the latest insights and strategies from the Divorce Real Estate and Mortgage Journal. This comprehensive guide is an invaluable resource for attorneys, mediators, financial advisors, and real estate professionals seeking to master the intricacies of divorce real estate. Our journal covers a range of essential topics, including: - Advanced Financial and Tax Strategies: Learn the latest techniques to optimize financial settlements and minimize tax impacts. - Divorce Mortgage Planning: Discover effective strategies for managing mortgage issues and financing solutions during divorce. - Real-Life Case Studies: Gain practical insights from real-world scenarios to better navigate complex divorce situations. By leveraging the knowledge in this guide, you can provide your clients with informed, strategic advice to achieve the best possible financial outcomes. Explore the comprehensive guide here: https://lnkd.in/g-8SSPUm #DivorceRealEstate #DivorceMortgagePlanning #FinancialStrategies #CaseStudies #ProfessionalDevelopment #DivorcePlanning

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Enhance your client's financial outcomes during divorce with the latest insights and strategies from the Divorce Real Estate and Mortgage Journal. This comprehensive guide is an invaluable resource for attorneys, mediators, financial advisors, and real estate professionals seeking to master the intricacies of divorce real estate. Our journal covers a range of essential topics, including: - Advanced Financial and Tax Strategies: Learn the latest techniques to optimize financial settlements and minimize tax impacts. - Divorce Mortgage Planning: Discover effective strategies for managing mortgage issues and financing solutions during divorce. - Real-Life Case Studies: Gain practical insights from real-world scenarios to better navigate complex divorce situations. By leveraging the knowledge in this guide, you can provide your clients with informed, strategic advice to achieve the best possible financial outcomes. Explore the comprehensive guide here: https://lnkd.in/g-8SSPUm #DivorceRealEstate #DivorceMortgagePlanning #FinancialStrategies #CaseStudies #ProfessionalDevelopment #DivorcePlanning

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Enhance your client's financial outcomes during divorce with the latest insights and strategies from the Divorce Real Estate and Mortgage Journal. This comprehensive guide is an invaluable resource for attorneys, mediators, financial advisors, and real estate professionals seeking to master the intricacies of divorce real estate. Our journal covers a range of essential topics, including: - Advanced Financial and Tax Strategies: Learn the latest techniques to optimize financial settlements and minimize tax impacts. - Divorce Mortgage Planning: Discover effective strategies for managing mortgage issues and financing solutions during divorce. - Real-Life Case Studies: Gain practical insights from real-world scenarios to better navigate complex divorce situations. By leveraging the knowledge in this guide, you can provide your clients with informed, strategic advice to achieve the best possible financial outcomes. Explore the comprehensive guide here: https://lnkd.in/g-8SSPUm #DivorceRealEstate #DivorceMortgagePlanning #FinancialStrategies #CaseStudies #ProfessionalDevelopment #DivorcePlanning

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Enhance your client's financial outcomes during divorce with the latest insights and strategies from the Divorce Real Estate and Mortgage Journal. This comprehensive guide is an invaluable resource for attorneys, mediators, financial advisors, and real estate professionals seeking to master the intricacies of divorce real estate. Our journal covers a range of essential topics, including: - Advanced Financial and Tax Strategies: Learn the latest techniques to optimize financial settlements and minimize tax impacts. - Divorce Mortgage Planning: Discover effective strategies for managing mortgage issues and financing solutions during divorce. - Real-Life Case Studies: Gain practical insights from real-world scenarios to better navigate complex divorce situations. By leveraging the knowledge in this guide, you can provide your clients with informed, strategic advice to achieve the best possible financial outcomes. Explore the comprehensive guide here: https://lnkd.in/g-8SSPUm #DivorceRealEstate #DivorceMortgagePlanning #FinancialStrategies #CaseStudies #ProfessionalDevelopment #DivorcePlanning

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Comparing Popular Grantor Trusts Grantor Retained Annuity Trusts (GRATs) and Intentionally Defective Grantor Trusts (IDGTs) are similar trusts used primarily to transfer privately held businesses and income-producing property to future generations. Both are grantor trusts involving the transfer of an asset to a trust in exchange for a payment stream. There are significant differences that make each one a unique investment vehicle for a specific situation and risk profile.

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Irrevocable trusts lie at the heart of a variety of estate planning strategies, as gifts to irrevocable trusts can allow for the transfer of assets outside of an owner’s estate for estate tax purposes with more structure than an outright gift. The downside, however, is that irrevocable trusts are "irrevocable" and can't easily be undone; in moving assets to the trust, the original owner gives up their authority over the assets, with the trustee taking over the management and distribution of the assets according to the trust's instructions.  In this guest post, Anna Pfaehler, CFP, AEP, a Partner and Wealth Advisor at Constellation Wealth Advisors, discusses how "swap powers" – the ability to exchange assets in an irrevocable trust with other assets of equivalent value – can be used to add flexibility and income tax efficiency to an irrevocable trust.https://bit.ly/4dqHrhX #advicers

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Looking for some last-minute tax planning opportunities before year-end? You're not alone. 📅 Had a great webinar last month with Caitlin Fastiggi, CFP®, CPWA®, ECA and Tiffini Parker, CPA, MST diving into year-end tax planning, plus lots of excellent questions from attendees! Here are some takeaways: 💼 Got a small business? You can defer revenue into January by timing your December invoices strategically. Better yet - run those end-of-year expenses through your business credit card in December for the write-off, then pay it off in January when that deferred revenue comes in. 📈 For our tech folks with stock options - the AMT pain is real. We're seeing a lot less tax loss harvesting opportunities this year with the market up since last Halloween (good problem to have!). 💰 401(k) procrastinators: Time to log into that HR portal! Max contribution for 2024 is $23,000 ($30,500 if you're 50+) but it MUST be done through payroll before year-end. Have a bonus coming? Consider routing it all to your 401(k). There's still time to optimize your 2024 tax strategy, but the window's closing fast. Watch the full webinar recording (link in comments) and reach out to me to chat through your specific situation.

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Unlock Expert Insights with the Divorce Real Estate and Mortgage Journal! For Family Law Professionals, Mortgage Advisors, and Real Estate Agents, the Divorce Real Estate and Mortgage Journal by the Divorce Lending Association  is your trusted resource for navigating the complexities of divorce. From property division to mortgage solutions, gain access to cutting-edge strategies that will set you apart in your field. Don't wait—subscribe today and empower your practice with knowledge that makes a difference! https://lnkd.in/gxXb-z-w #DivorceLending #FamilyLaw #RealEstate #MortgageProfessionals #DivorcePlanning #ExpertAdvice

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Investing is an important tool to help you meet your financial goals. #investing #investingtips #MoneyLady #femaleplanner #top100 #TopFinancialAdvisor #financetips #financialliteracy #retirement #retirementplanning #californiafinancialadvisors Madeline E. Maloon, CFP® Forbes

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