Daus Financial Group LLC

Comprehensive Financial Planning in Kalamazoo, MI

Educational Content

Financial Advisor Alphabet Soup

I have been in the financial advising business for 23 years. Along the way, I’ve worked with and in competition against various advisors of all forms from banks, brokerages, wholesalers, wirehouses and independents.

In my experience, I’ve found all of the above roles consist of both great and terrible advisors and everything in between. But just like the guy who finishes in last place at medical school and is still called a doctor, they are all typically grouped as advisors. Many have fancy titles with letters behind their names that mean nothing to the typical consumer. So as a consumer, how do you find the best fit, and what should you look for?

Read the rest of my Forbes Councils article

 

Transitioning Assets Webinar

This webinar will address key topics relevant to both beneficiaries and those planning their estates, including:

  • Identifying taxable versus non-taxable assets
  • Considerations for different types of accounts, such as IRA, Roth, brokerage, and banking
  • Handling inherited real estate
  • Essential documents to prepare and locate
  • Guidelines for dividing assets among multiple beneficiaries
  • Transferring assets during life

Estate Planning Webinar 2024

Do you understand the differences between trusts, wills, powers of attorney and advanced directives? What functions do they serve and which ones do you need for your situation? Is your current estate plan set up properly? Join Ryan and attorney Phillip Reed to learn about these topics and have your questions answered.

Financial Planning Opportunities Inside a Tax Return

How much tax are you paying? How efficient are your short- and long-term capital gains? Do you need to plan for a Medicare surcharge during retirement? Let us know if you’d like help deciphering your tax return.


*Ryan is not a tax professional, and all information or ideas presented is for educational purposes only and should not be taken as tax advice. Your specific situation should be discussed in detail with an accountant or tax advisor prior to implementation.