Financial Planning Feature: Back-to-school is a reminder for financial advisors to review clients' educational savings goals

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Andrew Van Alstyne had the privilege to be featured in Financial Planning, where he shares insights on the importance of revisiting educational savings strategies during the back-to-school season.

Andrew emphasizes the need for financial advisors to help clients stay on track with their educational savings goals by regularly reviewing and adjusting their college savings plans.

Fiduciary Financial Advisors, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Recent Articles Written by Andrew:

Fiduciary Financial Advisors Blog
Connelly v. United States: What it May Mean For Your Business
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The Supreme Court's Connelly decision reshapes estate planning and buy-sell agreements for business owners.

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Protecting Your Business’s Future: The Critical Role of Buy/Sell Agreements
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For business owners, the importance of buy/sell agreements cannot be overstated. These contracts are designed to protect both the business and its owners by setting clear guidelines for ownership transitions in case of unforeseen events such as death, disability, or retirement. Without such an agreement, businesses can face severe disruptions, leading to internal disputes or financial strain.

A buy/sell agreement helps ensure that ownership changes are handled smoothly by defining how shares will be sold and at what price. More importantly, it prevents the business from falling into the hands of unintended parties, like an owner’s ex-spouse or an outsider who could negatively impact the company’s operations.

By incorporating key provisions such as purchase price determination and funding mechanisms, buy/sell agreements give businesses a solid foundation for navigating ownership transitions, ultimately protecting their long-term success.

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Passing on wealth to the next generation is more than just managing financial assets—it's about ensuring your values, wisdom, and legacy endure. This article explores simple strategies to transfer both financial and qualitative capital, helping you create a lasting legacy for your family.

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Discover the power of a family bank: transform your wealth management. Many American families face the challenge of preserving and growing their wealth across generations. The concept of a family bank offers a robust solution, providing a structured system to manage and utilize family wealth effectively.

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Learn why filing estimated quarterly taxes is crucial for avoiding IRS penalties, managing cash flow, and ensuring financial predictability. Our comprehensive guide provides key dates, steps to estimate what you owe, and expert tips for entrepreneurs, investors, and high-net-worth individuals.

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Recent Articles Andrew Has Been Featured In: