financial planning news & resources
News & Resources
Unbiased, independent financial planning news and resources to help guide you in your financial planning journey.
AARP BankSafe Recognition
Squam Lakes Financial Advisors is proud to announce that we have earned the AARP BankSafe Trained Seal in recognition of the training and policies we
What’s an Accredited Estate Planner?
The AEP® designation is conferred upon those individuals who meet its stringent admission standards which include, among other things, significant prior experience in estate planning activities and material formal education in the subject matter.
Benzinga Money Names Squam Lakes Financial Advisors as “Best Comprehensive Planning Firm” in NH
Benzinga recognizes Squam Lakes Financial Advisors as New Hampshire’s Best Comprehensive Planning firm
What’s a Fee-Only Financial Advisor?
In working with a fee-only advisor, the client is assured that their needs come first.
Estate Planning for Beginners – Part 5: Credit Shelter Trusts
The takeaway here should be the value of using a Credit Shelter Trust as a tool in our planning. Does it play into every estate plan? Of course not. Should it be a consideration? Absolutely. As planners, we need to understand when and where it “may be” appropriate.
Estate Planning for Beginners – Part 4: Estate Taxes
Unbeknownst to most financial advisors is the value of a “Disclaimer Trust.” In the world of estate planning documents, a Disclaimer Trust is a form of a Credit Shelter Trust.