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Articles

PERSONAL FINANCIAL PLANNING

• Elder Care
• How to Pay for Nursing Home Care
• Medicaid and Nursing Home Care
• Understanding Long Term Care
• Understanding Long Term Care Insurance
• Planning for Incapacity



• Life Events
• Marriage
• Planning for Remarriage
• Divorce
• Family/Children
• Retirement
• Widow/Widower



• Life Changes
• Sudden Wealth
• Financial Windfall Checklist
• Career Change
• Change in Marriage Status
• Caregiver
• Starting a Business



• Estate Planning
• Anticipating and Minimizing Liquidity Needs
• Estate Planning Checklist
• Installment Sales: Estate Freeze Technique
• Charitable Gifting



• Understanding Investments
• Exchange Traded Funds
• Handling Market Volatility



• Retirement
• Choosing a Beneficiary for Your IRA
• Converting Traditional IRAs to ROTH IRAs
• Converting to a ROTH IRA – Factors to Consider
• Determining Eligibility for Social Security
• Planning for Retirement Checklist
• Recharacterizing IRA Contributions and ROTH Conversions
• 403(b) Plans
• 457 Plans
• Social Security Survivor’s Benefits
• Stretch IRAs
• Understanding Individual 401(k) plans

BUSINESS PLANNING

• Business Succession/Continuation
• Business Succession Checklist
• Comparison of Buy-Sell Funding Options
• Funding Your Buy-Sell Agreement
• Funding Your Buy-Sell Agreement with Disability Insurance
• Keeping the Business in the Family
• Selling Your Business to Family
• Selling Your Business – Private Annuity
• Unplanned Business Liquidation
• Using Buy-Sell Agreements to Sell to Family Members
• 1031 Like-Kind Exchange



• Key Employees
• Golden Handcuffs – Retaining Key Employees
• Key Employees – Life and Disability Insurance
• Split Dollar Life Insurance Planning
• Key Employee Insurance



• Non-Qualified Deferred Comp
• Non-Qualified Deferred Comp using Mutual Funds
• Non-Qualified Deferred Comp Financing Options
• Non-Qualified Deferred Comp – Employee Perspective
• Non-Qualified Deferred Comp Plans
• Non-Qualified Deferred Compensation Plan Diagram
• Rabbi Trusts
• Secular Trusts and Annuities
• Split Dollar Life Insurance Planning



• Retirement Plans
• Cash Balance Plans
• Employer Retirement Plans
• ESOPs
• Retirement Plans for Small Businesses



• ”What If” Plan – Do you have one?
• Short Term Contingency Planning

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Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.

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Recommended Reading

Money and Meaning

• The Ultimate Gift, James Stovall
• The Millionaire Next Door, Thomas Stanley
• Millionaire Women Next Door, Thomas Stanley
• Rich Dad, Poor Dad, Robert Kiyosaki
• The Last Lecture, Randy Pausch
• The Present, Spencer Johnson
• The Secret, Rhonda Bryne
• The Wealthy Barber, David Chilton

Business

• The Purple Cow, Seth Godin
• The Tipping Point, Malcolm Gladwell
• Blue Oceans Strategy, Chan Kim & Renee Mauborgne
• The World is Flat, Thomas Friedman
• Who Moved My Cheese, Spencer Johnson and Kenneth Blanchard

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Need a Speaker?

Are you a member of an organization, club, or professional association that is looking for qualified speakers? W3 advisors are pleased to educate and share information about current financial life planning topics. Please feel free to Contact Us by phone or email to discuss what you are interested in learning about.

 

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