eMoney Advisor

FEBRUARY 9, 2023

Starting Out clients are likely to be digitally-fluent, so putting this type of responsibility on them isn’t overly burdensome and can create major efficiencies in your planning processes. Holistic planning will be a valuable way for you to address this broad range of needs.

Financial Planning 95

Financial Planning Clients Planning Education 95

WiserAdvisor

JANUARY 10, 2023

New Year’s financial resolutions vary based on one’s financial situation and future goals, and can be anything from getting your finances in order, saving more for retirement, improving your credit score, to building an emergency fund, paying off your debts, creating an estate plan, and more. Eliminate your debt.

Estate Planning 52

Estate Planning Retirement Financial Advisor Budgeting 52

Yardley Wealth Management

JANUARY 18, 2022

Protecting What’s Yours (After You Pass) In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. What if you die intestate (without a will)? How Do You Get It Together?

Estate Planning 52

Estate Planning Planning Retirement Planning Assets 52

Yardley Wealth Management

JANUARY 18, 2022

In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating. A Handy Checklist .

Estate Planning 52

Estate Planning Planning Retirement Planning Assets 52

Workable Wealth

NOVEMBER 11, 2020

Your coverage level is unique to you and your situation. Existing insurance coverage. Current portfolio and retirement assets. All of these should spark review to potentially increase coverage that meets your changing needs. Keep in mind, not everyone needs life insurance. Family size and additional income.

Estate Planning 52

Estate Planning Insurance Financial Planning Planning 52

WiserAdvisor

MAY 3, 2023

Health planning is essential irrespective of your current health status. Medical issues can account for a major part of your expenses. According to the National Health Expenditure Account (NHEA), the official estimate of total healthcare spending in the United States grew by 2.7% Health spending accounted for 18.3%

Financial Planning 52

Financial Planning Planning Healthcare Medical 52

WiserAdvisor

DECEMBER 1, 2023

A well-structured plan not only serves as a roadmap for the present but also paves the way for a more secure future. It can enable physicians to set realistic and achievable financial goals, such as purchasing a home, preparing for retirement, or saving for a child’s higher education.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Clever Girl Finance

JANUARY 4, 2024

Financial security for your family The main benefit of a life insurance plan is to provide financial protection and peace of mind to you and your family. Supplement retirement savings with cash value Specific types of life insurance can help you build wealth even while you’re still alive.

Insurance 59

Insurance Retirement Taxes Medical 59

Clever Girl Finance

JANUARY 4, 2024

Financial security for your family The main benefit of a life insurance plan is to provide financial protection and peace of mind to you and your family. Supplement retirement savings with cash value Specific types of life insurance can help you build wealth even while you’re still alive.

Insurance 52

Insurance Retirement Taxes Medical 52

WiserAdvisor

JULY 3, 2023

You can plan for various goals like buying a house, retirement, and saving for a child’s higher education. You can also set up automatic transfers to investments or separate bank accounts to ensure you save and invest first and spend later. Keeping a budget can help you streamline and set your financial goals.

Financial Planning 52

Financial Planning Planning Financial Advisor Medical 52

Carson Wealth

JANUARY 4, 2024

Which decade should you really start to plan for retirement? Planning in Your 20s Is youth wasted on the young? If you have student, personal or car loans, credit card debt or a mortgage, you need to have a plan on how to pay them off – and which ones to tackle first. Which decade can you afford to take more risk?

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

Clever Girl Finance

DECEMBER 1, 2022

No one cares about your financial well-being more than you, so it's important to have a financial plan for yourself. Knowing how to make a financial plan will allow you to save money, afford the things you really want, and achieve long-term goals like saving for college and retirement. A fully-funded emergency account.

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Financial Planning Planning Budgeting Insurance 105

Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

Financial Planning 68

Financial Planning Planning Budgeting Insurance 68

WiserAdvisor

JANUARY 16, 2024

Preparing for retirement is a significant life transition that demands a clear understanding of your financial situation. This data can serve as a baseline for tailoring your retirement plan, taking into account factors such as inflation, your current age, and your desired retirement age.

Retirement Planning 52

Retirement Planning Retirement Planning Financial Advisor 52

Clever Girl Finance

OCTOBER 13, 2022

And since the pain came unexpectedly, I wasn’t planning for this major expense. Luckily, I have a well-funded Health Savings Account (HSA) to cover the costs. Your emergency cash fund should be kept in a liquid account. Instead, plan to keep your emergency savings in an easy-to-access bank account. Life insurance.

Medical 73

Medical Insurance Estate Planning Accounting 73

Brown Advisory

NOVEMBER 12, 2015

As always we look to balance your assets between a liquid operating fund for current needs, a core investment portfolio for long-term preservation or appreciation, and an opportunistic pool for timely investments, taking into account your long-term investment objectives as well as any nearterm requirements for funds.

Planning 52

Planning Taxes Distribution Medical 52