Planning

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

Kitces & Carl Ep 154: The Limits Where Technology Can’t Scale Financial Planning Advice – Go Health Pro

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Kitces & Carl Ep 154: The Limits Where Technology Can’t Scale Financial Planning Advice – Go Health Pro

Just a few decades ago, giving financial advice was largely a manual process – printing lengthy financial plans, processing physical checks, and managing paper files. Then, technology evolved, introducing tools like Excel, the internet, and sophisticated financial planning and CRM software that transformed how advisors deliver financial advice. Today, AI is poised to drive another … Read more

A Recordkeeping Checklist For Financial Planning Services: Proactive Documentation Of Service Delivery To Reduce Regulatory Scrutiny – Go Health Pro

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A Recordkeeping Checklist For Financial Planning Services: Proactive Documentation Of Service Delivery To Reduce Regulatory Scrutiny – Go Health Pro

Maintaining adequate books and records is a cornerstone of compliance for all investment advisers. While state and Federal regulations clearly outline recordkeeping requirements for areas like financials, advertisements, and trading records, there is a notable gap when it comes to documenting the delivery of services – especially financial planning services – necessary to justify the … Read more

Sharon Krevor-Weisbaum and Lauren DiMartino discussed “The 3 Rs of Person-Centered Planning: Roles, Responsibilities, and Rights.” – Go Health Pro

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Sharon Krevor-Weisbaum and Lauren DiMartino discussed “The 3 Rs of Person-Centered Planning: Roles, Responsibilities, and Rights.” – Go Health Pro

Managing Partner Sharon Krevor-Weisbaum and attorney Lauren DiMartino participated in a webinar on “The 3 Rs of Person-Centered Planning: Roles, Responsibilities, and Rights,” joining Nick Burton, CEO of N. Burton Consulting, Jamie Stoner, Senior Vice President of Coordination of Community Services at Service Coordination, Inc., and People on the Go, a Maryland-based self-advocacy group that is run … Read more

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