Rick Bailey, JD MAcc CFP®

WEALTH ADVISOR | ADVANCED PLANNING CONSULTANT | FOUNDER

View articles by Rick Bailey, JD MAcc CFP®

The Power of Connection: Lessons from a Legend

The Power of Connection: Lessons from a…

December 17, 2024

1 like

From Panic to Planning: How Advisors Can Transform Year-End Tax Stress into Client Success

From Panic to Planning: How Advisors Can…

December 10, 2024

3 likes

"The Hidden Key to Business Continuity: Mastering Buy-Sell Agreements"

"The Hidden Key to Business Continuity:…

December 4, 2024

2 likes1 comment

Are You Helping Your Clients Solve the Puzzle of Their Financial Future?

Are You Helping Your Clients Solve the…

November 27, 2024

6 likes

Help Your Clients Retain Top Talent: The Strategic Advantage of Loan Regime Split Dollar

Help Your Clients Retain Top Talent: The…

November 20, 2024

4 likes2 comments

Are Hidden Taxes and Fees Eating Away at Your Clients' Retirement Savings?

Are Hidden Taxes and Fees Eating Away at…

November 11, 2024

3 likes

The Power of Gratitude: How a Simple Gesture Can Transform Your Business

The Power of Gratitude: How a Simple Gesture…

October 29, 2024

3 likes

How One Advisor Transformed His Practice with Advanced Planning—And You Can Too!

How One Advisor Transformed His Practice…

October 23, 2024

2 likes

Beyond the Balance Sheet: How True Connection Transforms Client Relationships and Your Practice

Beyond the Balance Sheet: How True…

October 16, 2024

5 likes

Don't Let a Lifetime of Hard Work Go to Waste: Why Every Business Owner Needs a Transition Plan

Don't Let a Lifetime of Hard Work Go to…

October 8, 2024

5 likes2 comments

Finish 2024 Strong: Exclusive Workshop for Financial Advisors in Orlando!

Finish 2024 Strong: Exclusive Workshop for…

October 4, 2024

4 likes

Beyond the Basics: Creative Charitable Strategies to Maximize Client Impact

Beyond the Basics: Creative Charitable…

September 23, 2024

9 likes1 comment

Have You Wondered How to Explain the 2026 Estate Tax Changes to Your Clients?

Have You Wondered How to Explain the 2026…

September 19, 2024

6 likes

Unlock the Full Potential of Life Insurance: How One Advisor Transformed Her Practice

Unlock the Full Potential of Life Insurance:…

September 11, 2024

4 likes

Are You Overlooking This Key Element in Life Insurance Planning for Your Clients?

Are You Overlooking This Key Element in Life…

September 4, 2024

6 likes

Unlocking the Power of Charitable Remainder Trusts: Lessons from Real-Life Successes and Common Pitfalls to Avoid

Unlocking the Power of Charitable Remainder…

August 30, 2024

9 likes

Building Success Through Connection: How a Simple Gesture Led to Big Opportunities

Building Success Through Connection: How a…

August 25, 2024

3 likes

Unlock Hidden Wealth: How a Charitable Remainder Trust Can Transform Your Client’s Financial Future

Unlock Hidden Wealth: How a Charitable…

August 18, 2024

3 likes

Unlock Peace of Mind: The Power of Long-Term Care Planning to Protect Your Clients' Futures

Unlock Peace of Mind: The Power of Long-Term…

August 7, 2024

7 likes

How One Advisor Mastered Asset Protection Planning to Safeguard Clients' Wealth

How One Advisor Mastered Asset Protection…

August 1, 2024

4 likes

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