Financial Planning & Investments – Blueprint for Wealth

Post-Exit Planning Video 8-Building a Family Legacy

Please join Wayne M. Zell, Esq. for this 8th of eight videos of Episode 6: Post-Exit Planning, which focuses on building a family legacy. (more…)

Post-Exit Planning Video 7-Volunteering, Living Healthier

Please join Wayne M. Zell, Esq. for this 7th of eight videos of Episode 6: Post-Exit Planning, which focuses on the new post-retirement paradigm, including volunteerism and living healthier. (more…)

Post-Exit Planning Video 5-Managing Post-Retirement Risks (cont’d)

Please join Wayne M. Zell, Esq. for this 5th of eight videos of Episode 6: Post-Exit Planning, which concludes discussion of managing post-retirement risks, with extensive consideration of avoiding the…

Post-Exit Planning Video 4-Managing Post-Retirement Risks (cont’d)

Please join Wayne M. Zell, Esq. for this 4th of eight videos of Episode 6: Post-Exit Planning, which focuses on managing post-retirement risks, including loss of ability to live independently,…

Post-Exit Planning Video 3-Managing Post-Retirement Risks (cont’d.)

Please join Wayne M. Zell, Esq. for this 3rd of eight videos of Episode 6: Post-Exit Planning, which focuses on managing post-retirement risks, including business continuity, employment, public policy (i.e.,…

Post-Exit Planning Video 1-Overview

Please join Wayne M. Zell, Esq. for this 1st of eight videos of Episode 6: Post-Exit Planning, which provides an overview of the opportunities and challenges following a successful exit..…

Tax Bill – More Observations on Individual Changes

In the few days remaining to manipulate your 2017 income tax liability, keep in mind the following additional points raised in the tax bill that was just signed by the…

Tax Bill – More Individual Planning

The tax bill (TCJA) repeals the deduction for personal exemptions. It increases the standard deductions for single filers to $12,000 and for married joint filers to $24,000. These changes sunset after 2025 (i.e.,…

Wayne Zell discusses the implications of using a robo advisor to develop an investment plan

Please check out this article in Financial Advisor IQ, where Wayne Zell is quoted on the challenges and opportunities facing consumers and financial advisers when using robo advisers.

New Blueprint for Wealth Podcast Interview of Private Access Founders

Please join Wayne M. Zell in his latest podcast interview of Randy Domolky and Scott Schedler, Co-Founders of Private Access Network (PAN), a new accessible early stage investment alternative for accredited investors. http://www.blueprintforwealth.org/wp-content/uploads/2016/03/Pan-Podcast-3.23.2016.mp3Podcast:…

Category: Financial Planning & Investments