Jeremy is the Director of Financial Planning at Surevest Private Wealth. He helps keep Surevest's financial life planners current on the latest strategies and law changes, as well as advising on complex cases for high net-worth clients. Jeremy is also a Senior Wealth Advisor, providing financial planning and investment management services directly to a select group of Surevest clients.
Jeremy loves of all things finance. He also likes to play poker, go camping, and practice yoga, but he loves to talk economics and investment strategies even more. That means you probably won't find him in the workshop, baking a cake, or even on the court shooting free-throws.
Jeremy loves of all things finance. He also likes to play poker, go camping, and practice yoga, but he loves to talk economics and investment strategies even more. That means you probably won't find him in the workshop, baking a cake, or even on the court shooting free-throws.
Services
I help busy professionals plan and invest so they can make retirement the best years of their lives. In just 5 meetings conducted over three to six weeks, I will help you create a plan to reduce financial stress and enjoy greater wealth and more retirement income. Retirement Planning - We'll help you with all the decisions necessary to transition into retirement with confidence.
Throughout our initial planning process, we discuss your investment history and experience, your short and long-term needs, your time horizon, and the level of risk you are comfortable taking. We use these insights to build a world-class portfolio that best matches your financial objectives.
We build portfolios for investors who are conservative, as well as ones who are aggressive, and 3 shades in between (moderately conservative, moderate and moderately aggressive).These portfolios are built using stocks, bonds, mutual funds, ETFs, Real Estate investment Trusts, and alternative asset classes.
We build portfolios for investors who are conservative, as well as ones who are aggressive, and 3 shades in between (moderately conservative, moderate and moderately aggressive).These portfolios are built using stocks, bonds, mutual funds, ETFs, Real Estate investment Trusts, and alternative asset classes.
A: Gifts are never taxable to the recipient, but they could be taxable to the gift giver. The current annual gift tax exclusion limit is $15,000. You can give away up to this amount to as many people as you would like each year without any taxes or reporting requirements. Each person also has a lifetime federal estate tax exclusion, which is $11.7 million as of 2021.
My Retirement Planning Toolkit will help you organize your finances and visualize your retirement. You'll be well on your way to creating a great retirement plan once you complete the included worksheets. Don't worry; it's easier than you think.
Please enjoy this introduction and sample chapter from A Good Financial Advisor Will Tell You, where authors Jeremy Kisner and Robert Luna share clear and concise insights to help you avoid common mistakes and enjoy greater wealth and retirement income.Imagine that you died 90 days ago. You are up in heaven looking down on your spouse, children, and possibly grandchildren.
Please enjoy this introduction and sample chapter from A Good Financial Advisor Will Tell You, where authors Jeremy Kisner and Robert Luna share clear and concise insights to help you avoid common mistakes and enjoy greater wealth and retirement income.Imagine that you died 90 days ago. You are up in heaven looking down on your spouse, children, and possibly grandchildren.
Bitcoin and other cryptocurrencies are making regular headlines these days with their big price moves, mostly to the upside. But does that mean you should jump on the bandwagon? How much more time does the bull market have left? Nobody knows the answer, but here are some observations that could help put things into perspective.
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DeAnn R.
Feb 03, 2019
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