Remove Article Remove Insurance Coverage Remove Retirement Planning
article thumbnail

Weekend Reading For Financial Planners (December 28–29)

Nerd's Eye View

Also in industry news this week: According to a recent survey, advisors are putting an increasing share of client assets into model portfolios, allowing for customization and time savings that advisors appear to be using to provide more comprehensive planning services RIA M&A deal volume saw an annual record in 2024 as a lower cost of capital, (..)

article thumbnail

Financial Planning For Freelancers: 8 Tips To Budget And Save

Clever Girl Finance

Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. Its exhilaratingand, lets be honest, a little overwhelming.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How to Build a Retirement Plan That Covers Your Healthcare Needs

WiserAdvisor

With medical inflation outpacing general inflation, ignoring healthcare in your retirement plan is a risk no one can afford. Factoring in retirement healthcare costs is a smart move. And if you are unsure where to begin, talking to a financial advisor can help you build a more personalized and realistic retirement plan.

article thumbnail

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

WiserAdvisor

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. One of the fundamental principles of retirement planning is to resist the temptation of premature fund withdrawal, especially in response to market fluctuations.

article thumbnail

Ten Steps To Creating A Solid Financial Plan For Yourself

Clever Girl Finance

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. The right type of insurance coverage (Life, health, disability, home, etc.). Plan for taxes. Yup, taxes!

article thumbnail

2025 Tax Preparation Checklist: What You Need to File Taxes

Harness Wealth

This article covers a comprehensive list of the most common forms, documents, and information needed to file taxes. To plan your tax timeline, see our article, 2025 Tax Deadline Information for Individual Filers. Retirement Contributions: Proof of contributions to IRAs, 401ks, or other retirement plans, which may be deductible.

Taxes 52
article thumbnail

12 Steps To Creating A Solid Financial Plan For Yourself

Clever Girl Finance

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?