Retirement Planning Financial Advisor: How They Add Value
A retirement planning financial advisor offers tax strategies, risk management, income planning, wealth preservation, and more. Learn the value behind this partnership.| Tencap LLC
MFO executives who don’t build relationships with the next generation could be displaced later The post An advisor’s bad dream: Inheritances are doled out, and next-gen clients say goodbye appeared first on Canadian Family Offices.| Canadian Family Offices
A retirement planning financial advisor offers tax strategies, risk management, income planning, wealth preservation, and more. Learn the value behind this partnership.| Tencap LLC
Discover how a backdoor Roth IRA enables you to bypass income limits and grow your retirement savings tax-free through smart, legal strategies.| Tencap LLC
Key Takeaways Estate planning for high-net-worth individuals in 2025 helps protect assets, reduce taxes, and ensure that wealth passes smoothly to the next generation. Lock exemptions before tax laws change to maximize wealth transfer Use trusts to separate ownership from control for stronger protection Plan early for digital and cross-border assets to avoid disputes Teach […] The post High-Net-Worth Estate Planning: The Latest Trends & Strategies appeared first on Tencap LLC.| Tencap LLC
Key Takeaways Utah taxes for retirees can be manageable with proper planning. Before moving, keep these points in mind: How to set up a trust in Utah: clarify goals, choose the right trust type, appoint a trustee, draft and fund the trust. Utah trusts can bypass probate (with a minimum of four to five months), […] The post How to Set Up a Trust in Utah: A Step-by-Step Guide appeared first on Tencap LLC.| Tencap LLC
Key Takeaways Investing in tangible assets—like real estate, precious metals, and collectibles—helps preserve wealth, reduce risk, and hedge against inflation. Real estate: Builds long-term value and generates rental income Precious metals: Protect purchasing power during inflationary periods Collectibles: Can deliver strong but unpredictable returns Professional guidance helps manage risks and improve investment outcomes Dominated by […] The post Investing in Tangible Assets: Types, Ri...| Tencap LLC
Key Takeaways Utah taxes for retirees can be manageable with proper planning. Before moving, keep these points in mind: Utah has a flat income tax rate of 4.50% Retirement income and Social Security are taxable The state has property tax relief programs for seniors Sales tax exemptions apply to essentials like food and medicine Utah […] The post Utah Taxes for Retirees: Is the Beehive State Really Tax-Friendly? appeared first on Tencap LLC.| Tencap LLC
Utah now exempts many retirees from Social Security taxes through expanded credits and higher income thresholds. Read how these affect your retirement strategy.| Tencap LLC
Key Takeaways Closing costs in Utah typically range from 2% to 5% of a home’s price in 2025. Knowing these numbers early helps you budget wisely and avoid last-minute surprises. Typical fees include loan origination, appraisal, title, and escrow charges Average Utah closing costs tend to fall on the lower end of the range Prepaid […] The post How Much Are Closing Costs in Utah? A 2025 Homebuyer’s Guide appeared first on Tencap LLC.| Tencap LLC
Key Takeaways When comparing a tax strategist vs CPA, remember that CPAs focus on compliance while tax strategists take a proactive role in planning. Using both creates a complete tax solution. CPAs handle audits, tax returns, and financial records Tax strategists cut liabilities with forward-looking strategies Each plays a unique but complementary role Working together […] The post Tax Strategist vs. CPA: 3 Differences and 3 Points for Collaboration appeared first on Tencap LLC.| Tencap LLC
Selling a business entails tax consequences that can affect your net proceeds. Discover the strategies to minimize liabilities and safeguard your wealth.| Tencap LLC
Discover the cost of living in Logan, Utah. From housing to utilities and lifestyle costs, see how this city fits your 2025 financial game plan.| Tencap LLC
Protect what you've built. Discover essential wealth structuring strategies, from trusts to tax optimization, and secure your legacy for generations. Start planning today for generational wealth transfer.| Tencap LLC
Utah taxes non-residents on certain income—don't overpay! Learn smart tax strategies to keep more of your wealth. Click to read more!| Tencap LLC
Are you paying too much in taxes? Learn how to optimize your tax strategy, reduce liabilities, and preserve wealth with expert financial planning.| Tencap LLC
You may be getting ready to exit or restructure your business, only to realize you’ve misjudged its value significantly. We see it all the time! It happens more often than you might think—and the consequences can affect not just your financial future, but your family legacy. A recent poll by M&T Bank revealed that 98% […] The post Business Valuation Techniques: How to Choose the Right Approach appeared first on Tencap LLC.| Tencap LLC
The repeal of the Social Security Fairness Act could lead to changes in retirement planning. But what is the Social Security Fairness Act? Find out here.| Tencap LLC
Many Canadians skip professional advice on major financial decisions: Leger| Advisor.ca
Americans surrender way too much money to taxation. The tax code is over 6.8k pages long. Our company leverages that complexity to help high-income earners pay less in taxes, ethically. Learn about the benefits of tax planning in this comprehensive guide!| Tencap LLC
Learn how to navigate market volatility by understanding risk, investor behavior, and long-term trends to build a resilient investment strategy.| Tencap LLC
Optimizing your deductions and credits during tax season can lead to substantial savings. Learn how in this comprehensive tax filing checklist!| Tencap LLC
Make sure your retirement savings stay with you when you switch jobs. Explore these options to avoid costly mistakes.| Tencap LLC
In his interview with David Rubenstein, renowned value investor Chris Davis highlights a critical but often overlooked factor in investing success: behavior. Davis argues that the greatest obstacle to consistent returns isn’t market swings or stock selection—it’s how investors react to them.| The Acquirer's Multiple®
Learn how different types of business structures affect your taxes, liability, and growth plans—so you can start smart and stay safe.| Tencap LLC
As investors age, two things become increasingly apparent: they need more help with their finances and investments, and they’re more vulnerable to financial exploitation. Depending on who you listen to, financial advisors are either the solution to these problems, or they are part of the problem.| Michael James on Money
Discover how Utah’s Pass-Through Entity (PTE) Tax can help your business bypass the SALT cap, maximize deductions, and optimize tax savings.| Tencap LLC
Explore Millcreek real estate in 2025—home prices, market trends, and investment insights tailored for high-net-worth buyers and smart movers.| Tencap LLC
If you have enough money now, you may wonder: should you pay off your mortgage early? Check this blog to weigh the pros and cons.| Tencap LLC
High-net-worth individuals must protect wealth by setting boundaries. Discover tips for managing financial requests and maintaining privacy.| Tencap LLC
Discover how much cash reserve you need for financial security while learning expert strategies to balance liquidity and growth.| Tencap LLC
FDIC insurance is a great way to protect your hard-earned wealth. Read this blog to learn how it works and how to maximize it.| Tencap LLC
Financial ratios can tell you about the health of a company. But what other ratios are useful in your personal life?| mr-stingy
What is a family limited partnership’s role in protecting your estates and minimizing tax burdens? Find out here!| Tencap LLC
Business continuity requires a proactive plan that mitigates risks and secures operations during crises. Learn how a Certified Financial Planner® can guide your strategy.| Tencap LLC
Consult a Certified Financial Advisor® in Utah to learn how an HSA can strengthen your financial strategy, protect your health costs, and build wealth.| Tencap LLC
You’ll face a crucial dilemma upon retirement: should you get a lump sum or monthly pension? Learn more about your options and discover which one is the best fit for your financial plan.| Tencap LLC
Learn effective mortgage strategies used by high-net-worth individuals to grow wealth while building your finances with expert advice from certified planners.| Tencap LLC
Discover how to recognize and overcome common behavioral biases in investing for smarter financial decisions and long-term success.| Tencap LLC
Ensure a smooth transition for your heirs. Learn about 12 key assets your financial advisor advises against leaving for your heirs.| HRSS CPA
Far too many people are unprepared for retirement! It’s time to get at the root cause for success and failure and everything between!| Tencap LLC
If you are managing your own money, check out this story.| Tencap LLC
Utah's housing market shows evolving trends, challenges, and opportunities for buyers and sellers. Learn more now!| Tencap LLC
Income tax treaties in the US can efficiently preserve your wealth for the long term. Read more here.| Tencap LLC
Don't let excess funds in your 529 plan sit idly. Here's your guide for a 529 plan rollover to a Roth IRA.| Tencap LLC
Learn expert tips on managing finances when resigning from an executive position. Explore Tencap's tailored wealth coaching solutions today! Read more.| Tencap LLC
DIY financial planning democratizes investments but introduces many potential pitfalls. Learn how to avoid them in this guide!| Tencap LLC
Concerns about estate plans are common. This blog about Utah will requirements, guides you on what you need to know to be responsibly prepared.| Tencap LLC
Different styles of investing have use cases that can benefit your situation. Learn them all and which to use in this guide!| Tencap LLC
Finance is notorious for its constant ebbs and flows. Fortunately, knowing how to rebalance your portfolio can help you stay on top of these shifts.| Tencap LLC
How to plan, save for, and structure a mini-retirement| Accidentally Retired
Where do your assets go upon death if you don't have a will prepared? Let's explore Utah's intestate succession laws to help you get clear on this.| Tencap LLC
Wealth management comes with challenges, especially with high-net-worth individuals. Learn financial planning tips and insights here.| Tencap LLC
