Laurence Rollins, CFP®

Don't miss out. A comprehensive review of succession planning and implementation for financial advisors practitioners all in one place. Sign up soon! #Succession #RIA #Financial #Advisor #M&A #BusinessContinuation #PracticeManagement

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Reminder that the tax deadline has been extended Maine Revenue Services has extended the deadline to file Maine state taxes to July 15, for eight counties impacted by severe January storms. Learn more here: https://hubs.ly/Q02wSwCT0 #RichardBrothers #financialadvisors #taxes #Maine

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Stocks rallied, rising for the second consecutive month to cap a strong second quarter. Read our latest market and economic update to learn more. #stockmarket #economy #financialadvisor

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No question is a bad question! Check out our FAQ if you're curious about working with us.

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Fraud detection and prevention have never been more important. At UBS, we help you protect yourself and your money. Cyber safety starts with you. Learn more here. The Rochester Group at UBS

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Let’s consider something else besides taxes today. In most cases, my new financial planning clients either have no estate plan or their existing plan is outdated. Consider some of the potentially scary scenarios that can unfold without proper estate planning: 👉An ex-spouse inherits most of your assets, even if that was not your intention.⚠️ 👉The court decides who will raise your minor children rather than you making that critical choice yourself.👶 👉Your college-aged child inherits a large sum of money without any restrictions or guidance on managing it responsibly.😬 👉The probate process makes all the details of your estate, including assets, liabilities, and personal information, publicly available.📰 👉Your heirs must navigate a time-consuming and costly probate process to access their inheritance.💲 The right time to start estate planning is now, regardless of age or net worth. Taking proactive steps to outline your wishes can provide invaluable peace of mind for yourself and your loved ones. At our financial planning practice, we work closely with clients to ensure their estate plans are comprehensive, up-to-date, and aligned with their long-term goals. We can also provide resources to get you started. https://lnkd.in/e_GrBtUH

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I recently attended the Financial Planning Association of New Jersey Spring Conference last week with Keynote speaker Jeffrey Levine. Some of the sessions covered: - Tax planning for Financial advisors, including Top 10 common IRA mistakes - Artificial Intelligence in Finance - Client communication - Estate planning for multinational clients - And more. The event was great for networking with peers, building relationships, and gaining knowledge on relevant topics that can make us better financial planning practitioners P.S. Shout out to Jeffrey Levine for attending with a broken thumb and all. I even got a selfie with him and the thumb! #financialplanning #taxplanning #IRAs #FPA

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Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

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No matter your stage of life or circumstances, my services can help you optimize your finances and prepare for your financial future. I welcome the opportunity to partner with you as your trusted financial advisor. Get in touch with me today to get started!

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Truly efficient tax planning requires thinking several years in advance - we're playing chess, not checkers. Here are some helpful tax tips from my colleague Bryan D'Alessandro, CFP®

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