Article, Estate Planning and Insurance Coverage

What High-Net-Worth Prospects (Really) Want From A Financial Advisor

Nerd's Eye View

JANUARY 22, 2024

In this 'hybrid' video-based article, Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights (formerly Spectrem Group), dive into CEG's extensive data on the "gap" between the services that financial advisors actually offer to their clients and what HNW clients truly want from their advisors.

Financial Advisor

Financial Advisor Insurance Coverage Charitable Planning Estate Planning

3 Smart Summer Moves to Keep Your Financial Plan (and Retirement Goals) on Track

MainStreet Financial Planning

JUNE 17, 2025

For more ideas, read our article on Joyful Holiday Spending. Make sure your beneficiary designations are current, check your insurance coverage, pull your credit report, and revisit estate planning documents. Take a few minutes to map out expected costs and start setting aside a small amount weekly.

Financial Planning

Financial Planning Retirement Planning Insurance Coverage

How Much To Save For A Baby + Key Savings Tips New Parents

Clever Girl Finance

AUGUST 19, 2024

Plan for long-term baby expenses 5. Review your maternity leave and insurance coverage 6. Update your life insurance policy 8. Create or revise your estate plan 9. Plan for emergency expenses 11. Articles related to expanding your family Leverage these tips to save for a baby!

Insurance Coverage

Insurance Coverage Budgeting Medical Insurance

Webinars

Protect What Matters: Rethinking Finance Ops In A Digital World

Your Accounting Expertise Will Only Get You So Far: What Really Matters

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What Issues Should I Consider for My Aging Parents?

Tobias Financial

MAY 15, 2025

Planning ahead and addressing key considerations can help ease the burden and make navigating this transition more manageable. Discussing insurance coverage, including life, health, and long-term care policies , to ensure adequate protection.

Insurance Coverage

Insurance Coverage Estate Planning Assets Insurance

Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

JUNE 4, 2025

This article will discuss some of the most pivotal financial planning industry trends to watch out for this year. Comprehensive financial planning over fragmented advice These days, clients want comprehensive financial plans and not isolated solutions to singular problems.

Financial Planning

Financial Planning Planning Financial Advisor Ethics

Ten Steps To Creating A Solid Financial Plan For Yourself

Clever Girl Finance

DECEMBER 1, 2022

In this article, I’ll take you through everything you need to know in order to plan for your financial future. Keep reading, then get ready to take some action to kick-start your own solid money plan. So what is a financial plan in simple terms? The right type of insurance coverage (Life, health, disability, home, etc.).

Financial Planning

Financial Planning Planning Budgeting Insurance

12 Steps To Creating A Solid Financial Plan For Yourself

Clever Girl Finance

MARCH 19, 2024

Create a list of things to plan for How to make a financial plan Expert tip: Consider your needs for each life stage Determine the type of financial plan you need Tips on how to frequently review your financial plan What is a financial plan using an example? Is a financial plan the same as a budget?

Financial Planning

Financial Planning Planning Budgeting Retirement

6 Financial New Year’s Resolutions for 2023

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. Draft a foolproof estate plan.

Estate Planning

Estate Planning Retirement Budgeting Insurance

Why do Physicians Need Financial Advisors and How to Find Them

WiserAdvisor

DECEMBER 1, 2023

This article will shed light on why physicians particularly need financial advisors to navigate the financial intricacies of their lives. They are exposed to the potential threat of lawsuits from patients, which is why they need comprehensive insurance coverage.

Financial Advisor

Financial Advisor Medical Insurance Education

5 Tips to Build an Investment Portfolio for Retirement

WiserAdvisor

JANUARY 3, 2024

This article aims to offer insights into retirement investment planning that can empower you to build a nest egg that can pave the way to a financially secure and fulfilling retirement. Moreover, not only can 401(k)s be used in retirement, but they can also play a crucial role in estate planning.

Retirement

Retirement Portfolio Investments Investing

6 Financial Planning Mistakes Physicians Make

WiserAdvisor

JULY 3, 2023

A financial advisor can help you understand the intricacies of financial planning for physicians. Additionally, you can read this article to get an idea about financial mistakes most physicians make, ways to adopt a foolproof personal financial strategy for your specific financial needs, and measures to enhance your financial preparedness.

Financial Planning

Financial Planning Planning Medical Budgeting

Retirement Planning Tips: How Much an Average Person 65 and Older Spends Every Month

WiserAdvisor

JANUARY 16, 2024

This article also explores the average monthly spending habits of individuals aged 65 and older and offers practical insights to help structure your retirement plan. Beyond retirement, 401(k) plans can play a crucial role in estate planning, too. How much does the average retiree spend per month at the age of 65?

Retirement Planning

Retirement Planning Retirement Planning Risk Tolerance

The 5 Pillars of Retirement Planning You Should Be Aware of

WiserAdvisor

MARCH 13, 2024

A financial advisor can help you understand the five pillars of retirement planning to ensure you stay a step ahead when planning for the later years of your life. This article will discuss the five pillars of retirement planning and why they are a critical component of your retirement plan.

Retirement Planning

Retirement Planning Retirement Planning Estate Planning

How To Start A New Chapter In Life (It’s OK To Start Over!)

Clever Girl Finance

DECEMBER 16, 2022

For instance, you can create a financial plan that includes: Your new budget. A savings plan. A debt repayment plan. A risk mitigation plan (ex. Insurance coverage , will, estate plan , etc.). An investment strategy. Take daily actions toward your goals.

Budgeting

Budgeting Insurance Coverage Planning Accounting

How Your Health Should Factor Into Your Financial Planning

WiserAdvisor

MAY 3, 2023

Therefore, it is essential to consider your health when making financial plans. A financial advisor can help you understand how to factor your health into your financial planning. This article will further explore how health issues can impact your finances and investments that can help you target health-related expenses.

Financial Planning

Financial Planning Planning Medical Healthcare

REWORK: The Importance Of Life Insurance For Your Finances

Clever Girl Finance

JANUARY 4, 2024

Table of contents Benefits of life insurance Expert tip: Don’t wait to buy life insurance The cost value of all you do and how insurance ties in Life insurance and your long-term goals Make the process of getting life insurance simple What is the most important use of life insurance?

Insurance

Insurance Retirement Medical Taxes

The Importance Of Life Insurance For Your Finances

Clever Girl Finance

JANUARY 4, 2024

Table of contents Benefits of life insurance Expert tip: Don’t wait to buy life insurance The cost value of all you do and how insurance ties in Life insurance and your long-term goals Make the process of getting life insurance simple What is the most important use of life insurance?

Insurance

Insurance Retirement Medical Taxes

The Benefits Of Life Insurance: Evaluating Your Needs

Clever Girl Finance

MAY 15, 2024

Table of contents Benefits of life insurance Disadvantages of life insurance Expert tip: Consider term life insurance at the minimum How life insurance works Do I need life insurance? Why shouldn’t I delay getting life insurance? Is it really worth having life insurance?

Insurance

Insurance Budgeting Taxes Insurance Coverage

Financial Advisor Source

What High-Net-Worth Prospects (Really) Want From A Financial Advisor

3 Smart Summer Moves to Keep Your Financial Plan (and Retirement Goals) on Track

Webinars

Trending Sources

How Much To Save For A Baby + Key Savings Tips New Parents

Webinars

What Issues Should I Consider for My Aging Parents?

Top Insights Driving Financial Planning Strategies in 2025

Ten Steps To Creating A Solid Financial Plan For Yourself

12 Steps To Creating A Solid Financial Plan For Yourself

6 Financial New Year’s Resolutions for 2023

Why do Physicians Need Financial Advisors and How to Find Them

5 Tips to Build an Investment Portfolio for Retirement

6 Financial Planning Mistakes Physicians Make

Retirement Planning Tips: How Much an Average Person 65 and Older Spends Every Month

The 5 Pillars of Retirement Planning You Should Be Aware of

How To Start A New Chapter In Life (It’s OK To Start Over!)

How Your Health Should Factor Into Your Financial Planning

REWORK: The Importance Of Life Insurance For Your Finances

The Importance Of Life Insurance For Your Finances

The Benefits Of Life Insurance: Evaluating Your Needs

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