Ken Grant

Ready to Protect Your Legacy? Start with This Simple Yet Critical Step and Watch This Video. Andrew Hinrichs, MBA, AIF®, CFP® from Horizon Advisers, here to remind you of a simple yet powerful step in financial planning—reviewing ownership and beneficiaries for all your assets. The way you hold title to your home, investments, and other valuable possessions can significantly impact how they're distributed after you're gone. Regularly updating these details ensures your wishes are honored and helps streamline the probate process. Don’t overlook this crucial aspect; it's the key to protecting your financial legacy. Equally important is keeping your beneficiary designations up-to-date, especially after major life changes like marriage, divorce, or the birth of a child. Outdated information can lead to unintended consequences, but with a quick review, you can make sure your assets go to the right people at the right time. At Horizon Advisers, we’re here to guide you through this process, ensuring that your legacy is secure. Ready to get started? Reach out to us today! https://lnkd.in/dzp6_7vR #FinancialPlanning #EstatePlanning #SecureYourLegacy #HorizonAdvisers #WealthManagement

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UPCOMING WEBINAR 🎥 The great tax sunset is (likely) coming as current tax brackets are expected to change at the end of 2025. Are you prepared to diligently guide your clients through this potential transition? fpPathfinder has created a TCJA Sunset Provisions Comparison Guide to help advisors navigate important conversations with clients about how their tax planning needs might change. Join us for a webinar with Holistiplan where we'll discuss the real-world applications of this new guide, as well as how to leverage the fpPathfinder and Holistiplan integration. Register now & get the TCJA Summary Guide for free ➡️ https://buff.ly/3UkOule

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Financial planning can be messy! A revealing study discussed in this episode of “Real Personal Finance” shows low implementation rates among clients. Discover strategies to effectively follow through on your financial goals. Tune in to the full episode now available on Spotify and Apple Podcasts! 🔗 Spotify: https://loom.ly/Qhf_2dk 🔗 Apple Podcasts: https://loom.ly/622U394 #RealPersonalFinance #FinancialLiteracy #FinancialPlanning #FinancialAdvice

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Do YOU own your book of business? Do you want to? Own your own book of business and grow your practice the way you want to with OneSeven. Learn more: https://bit.ly/3tFROwG #OneSeven #Advisors #FinancialAdvisors #SupportedIndependence

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How to Optimize your RMDs in Retirement Required Minimum Distributions... whether you need the income or not, the government will force you to take those distributions so they can collect the taxes, but as Nicholas Royer, MRFC with Group10Financial explains to Erin Kennedy, proactive planning means you control your tax liability. Here are Nick's quick tips to optimize your RMDs: 1. Roth Conversions 2. Plan for Strategic Withdrawals 3. Delay Taking Social Security 4. Qualified Charitable Distributions If you'd like to speak with Nick about how you can better control your tax liability, please give him a call at 407-960-4052 or visit www.Group10Financial.com #WealthManagement #Taxes #SocialSecurity #RothConversions #FinancialAdvisor

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As a business owner, it's up to you to establish a #retirement plan for yourself and your employees. Learn what options are available to you and what goes into this process below. 👇 https://lnkd.in/gFingCHY

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The transfer of your business may be the biggest financial transaction of your life. At Boyer & Ritter, we utilize Exit Map® to help clients understand their current level of preparedness so they can begin the succession planning process. Start your readiness assessment here: https://buff.ly/47ysTZT #SuccessionPlanning #BusinessTransition #ExitMap #BoyerandRitter

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Looking to maximize your charitable giving while reducing your tax burden? If you’re 70½ or older, a Qualified Charitable Distribution (QCD) could be the solution! Contribute directly from your IRA to your favorite causes and avoid income taxes on that distribution. Reach out to your advisor to learn more about how you can give back while optimizing your retirement strategy.

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One of the best ways to get ahead with your financial planning is to not fall behind. Staying informed about debts, budgeting, and savings is a great way to bolster your retirement strategy. Give us a call at 804-897-4844 and make sure you have all the details necessary to make informed decisions about your finances. #rva #chesterfield #chester #hanover #henrico #financialservices #insurance #retirementplanning #estateplanning

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Thrivent Asset Management leadership discusses inflation in the Q4 Market Outlook Capital Markets Perspective. Watch the whole video to learn other expectations they have for the rest of the year.

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Advisors, do you know who your biggest competition is? As Robert Sofia highlights in this conversation of The Breakthrough Advisor™, it’s *trust*. Nobody trusts a stranger with their assets immediately! Building trust doesn’t happen overnight. It happens when you consistently deliver valuable content, develop credibility, and focus on building relationships. (In fact, this has been proven by researching nearly 6,000 advisors!) Learn more by playing the full interview today: https://lnkd.in/gAFyhe7z #TheBreakthroughAdvisor #FinancialAdvisors #Trust #Credibility #DigitalMarketing

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Are you looking to do something more with your investments than just “weather the storm?" Tap the link to see if our current fund may be a better way to diversify your portfolio today https://bit.ly/4abDqM4 #InvestingInOilandGas #Investment #TaxBenefits #FinancialGrowth #DiversifyYourPortfolio #FuelYourSuccess

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