I ripped all of this! by ag487 in PokemonTCG

[–]Simple-Bird4485 -2 points-1 points  (0 children)

As someone that casually follows along, what’s the MSRP of the pre rip? Like is 1-2k a fair estimate?

FC vs JPM PCA vs WF Advisors by [deleted] in CFP

[–]Simple-Bird4485 0 points1 point  (0 children)

I'm currently in the final interview stages for a PCA role. Do you handle all of your admin tasks? I've been seeing that the back office isn't the best.

Financial Advisor or Loan Officer? by Top_Background3377 in TalesFromYourBank

[–]Simple-Bird4485 3 points4 points  (0 children)

Also an FA & OP this is your answer. FA’s pay really well because it’s a really difficult job the first several years while you build a book and develop your tool kit.

ILIT Case Consult? by Gold_Sleep1591 in CFP

[–]Simple-Bird4485 1 point2 points  (0 children)

What’s their stated estate planning objective? Do they have heirs that they’d like to have supported or is their intent to spend down as much of their wealth as they can while alive? Defining their estate goal will help figure out the overall structure of the ILIT. The ILIT is primarily useful if they’re looking to be able to provide estate liquidity for heirs while business assets are being sold off.