178 – Creating Tax Alpha- Cantor Fitzgerald’s Jay Frank

by Kristin Beane | Dec 7, 2023 | Consumer News, FPANE News, Home Page Features

Learn how to help your clients utilize various tax benefits from real estate investments – including benefits of depreciation, capital gains deferrals, & more.  Energetic and entertaining guest, Jay Frank, Pres. & COO of Cantor Fitzgerald Asset...

177 – Beyond Finance: Planning for your life in Retirement

by Kristin Beane | Dec 6, 2023 | Consumer News, FPANE News, Home Page Features

Beyond Finance: Planning for Your Life In Retirement Host Chris Boyd, CFP® is joined by Jennifer Simes, CFP®, long time FPA member who suggested today’s topic and guests.  Nan Ives & Lisa Stornaielo share the challenges of retirement beyond finances.  In the...

180 – Delivering Value with Ongoing Tax Planning

by Kristin Beane | Dec 2, 2023 | Consumer News, FPANE News, Home Page Features

Sometimes it can be hard finding a CPA or tax professional that actually does tax planning for clients, not just tax preparation. This challenge has only grown over the last few years as more and more accountants have retired or left the industry and is likely to only...

173 – Time to Pay Those Student Loans- Dan Rooker

by Kristin Beane | Nov 6, 2023 | Consumer News, FPANE News, Home Page Features

According to studentaid.gov, there are a whopping 45 million borrowers in the US who have Federal student loan debt – that’s almost 15% of the country’s population. Pretty soon those borrowers are going to need to start making loan payments again as the student loan...

175 – Marketing advice to stand out – Kristen Luke of Kaleido Creative Studio

by Kristin Beane | Nov 5, 2023 | Consumer News, FPANE News, Home Page Features

Kathleen and Jeff speak with advisor marketing thought leader and author Kristen Luke of Kaleido Creative Studio. Kaleido Creative Studio is a marketing agency that helps Registered Investment Advisors market themselves to a niche, making it easier for them to stand...

174 – Helping Women Become More Financially Confident – Purse Strings

by Kristin Beane | Nov 4, 2023 | Consumer News, FPANE News, Home Page Features

Hosts Brad Wright and Kathleen Kenealy are joined by Purse Strings founders Dr. Barb Provost and her daughter Maggie Nielsen, MBA. They discuss: What led Barb and Maggie to found a financial services organization for women How the gender wealth pay gap impacts women’s...