Planning

Estate Planning In The Digital Age: Why Digital Assets Are A Critical Part And How To Help Clients Address Them – Go Health Pro

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Estate Planning In The Digital Age: Why Digital Assets Are A Critical Part And How To Help Clients Address Them – Go Health Pro

Historically, estate planning centered on tangible documentation – wills, account access, and critical information stored in safes or files, with clear instructions for heirs. However, as assets and personal information have become increasingly digitized and moved online, ensuring smooth access to digital accounts has become increasingly complicated. Digital assets range from email accounts and social … Read more

#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra – Go Health Pro

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#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra – Go Health Pro

Welcome everyone! Welcome to the 425th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Sebastian Guerra. Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. What’s unique about … Read more

Meta is planning a push into AI-powered household robots – Go Health Pro

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Meta is planning a push into AI-powered household robots – Go Health Pro

Meta is looking to be the go-to marketplace for robo-tech, with the company planning to develop its own humanoid robot hardware and later become a lead developer of the robots’ AI-based backbone. The effort will be spearheaded by a new hardware division in Meta’s Reality Labs (Quest VR and Ray-Ban smart glasses), reported Bloomberg, and … Read more

Social Security Fairness Act: Planning Considerations For The Repeal Of The Windfall Elimination Provision (WEP) And Government Pension Offset (GPO) – Go Health Pro

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Social Security Fairness Act: Planning Considerations For The Repeal Of The Windfall Elimination Provision (WEP) And Government Pension Offset (GPO) – Go Health Pro

For most people, Social Security benefits are calculated using a single formula, which takes into account the individual’s history of earning income on which they paid Social Security tax. But historically, a subset of workers that spent at least part of their careers in positions that did not pay Social Security tax – including many … Read more

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