Alexa von Tobel has a unique vantage point on the world of startups. She debuted in the tech space with the launch of LearnVest in 2009. The company raised nearly $70 million and sold to Northwestern Mutual in 2015 for an estimated $375 million, according to reports. Since, von Tobel has founded her own venture […]
KXLY
February 8, 2021 9:17 AM Kate Ashford - Forbes Advisor
Posted:
Updated:
February 10, 2021 4:26 AM
Are you looking for a financial advisor? You may have already encountered an alphabet soup of different professional credentials. CFA, CFP and CPA are only three of the most common certifications financial advisors add to their titles there are others.
Trouble is, not all of these certifications are created equal. Some are more appropriate and relevant than others, depending on your particular needs.
“Consumers need to not just take at face value that if someone has some letters behind their name that they’ve gone through a challenging program,” says Skip Schweiss, a certified financial planner (CFP) and president of the Financial Planning Association.
Documents, screenshots reveal how Melissa Caddick drew clients into her web
In Facebook messages she cheerily suggested a meal with potential customer
Other alleged victims reported meetings with Caddick to get them to sign up
Info packs she provided to interested parties allegedly fail to withstand scrutiny
Comes as detectives reveals details of husband s cooperation with the police
Police investigator said Anthony Koletti s behaviour is different to the norm
Jan 19, 2021
Deanna Lovelace has been promoted to Financial Services Officer at Town & Country Credit Union. Originally from Ishpeming, Michigan, Lovelace joined the credit union in 2012 and has progressed through multiple member service-related positions, most recently Consumer Loan Associate. She is well versed in consumer lending, as well as personal and business deposit accounts and specializes in IRAs, Health Savings Accounts and Visa products. In addition, Lovelace is a Certified Financial Counselor.
In her new position, Lovelace will assist members with auto loans and other personal loans, as well as Visa products. She is located at the credit union’s Minot Main branch.
Getty Images
One day a forward-thinking couple arrived in my office with a plan. They wanted to bequeath the bulk of the money in an IRA to their two children, and they also wanted the children to receive that money tax free.
Nice idea, so together we set about crafting a strategy that would help make it happen.
Here’s how: Bit by bit, we are converting money from their traditional IRA into a Roth IRA. Each year we will make conversions, but doing so while being careful in any given year not to bump the couple above their 24% marginal tax bracket, which for 2021 is up to $329,850 in taxable income for a married couple filing jointly.