eMoney Advisor

DECEMBER 6, 2022

The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Insurance offers a layer of protection for your assets and can help preserve your income. Our research shows about 70 percent of advisors offer risk management and insurance planning.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

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. A Handy Checklist Estimate your net worth, including assets and debts. Who Gets What?

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. Who Gets What?

Estate Planning 52

Estate Planning Planning Retirement Planning Assets 52

WiserAdvisor

JULY 27, 2023

They will have access to more detailed information about your assets, income, expenses, and risk tolerance, which is crucial for crafting a comprehensive retirement strategy. Assess Your Current Financial Situation: Gather information about your current income, expenses, assets, and debts.

Retirement Planning 52

Retirement Planning Financial Advisor Retirement Planning 52

eMoney Advisor

FEBRUARY 9, 2023

According to a Fidelity study, 45 percent of younger investors are more inclined to consolidate their assets with one advisor as opposed to spreading assets across multiple advisors. Due to that, your service should focus on holistic planning and interactive scenario planning during this stage.

Financial Planning 95

Financial Planning Clients Planning Education 95

Workable Wealth

NOVEMBER 11, 2020

Due to the comprehensive nature of these plans, premiums are nearly four times higher than term policies and often don’t offer enough benefits to justify the sky-high rates. While these policies can accumulate a cash balance and investment opportunities, you can usually see more substantial returns through regular portfolio contributions.

Estate Planning 52

Estate Planning Insurance Financial Planning Planning 52

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

WiserAdvisor

DECEMBER 1, 2023

A financial advisor for doctors can be an indispensable asset, offering insights to these specialized professionals on how to manage their money. It can also help them identify opportunities to save and invest wisely to grow their wealth over time. Most physicians carry debt in the form of student loans.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Clever Girl Finance

MAY 15, 2024

In most cases, the advantages of life insurance outweigh the disadvantages—by a lot. Let’s take a closer look at the distinct benefits of life insurance. Help protect your loved ones Life insurance is an important part of your estate planning checklist. When you pass, your beneficiaries pay off the house.

Insurance 52

Insurance Budgeting Taxes Insurance Coverage 52

Clever Girl Finance

DECEMBER 16, 2022

List out all of your financial assets and their current value. This includes bank accounts , investments, and real estate property. Planning is a matter of determining the steps necessary for getting from where you're at to where you really want to be. A savings plan. A debt repayment plan.

Budgeting 59

Budgeting Insurance Coverage Planning Accounting 59

WiserAdvisor

MAY 3, 2023

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. What is health or medical financial planning? Here are some options: 1.

Financial Planning 52

Financial Planning Planning Healthcare Medical 52

Clever Girl Finance

JANUARY 4, 2024

In fact, having life insurance is protection for you and your loved ones that can minimize or potentially eliminate financial distress. And it’s something you want to seriously consider, especially if you have kids or dependents or hold assets like a home. When you pass, your assets go to your heirs.

Insurance 59

Insurance Retirement Taxes Medical 59

Clever Girl Finance

JANUARY 4, 2024

In fact, having life insurance is protection for you and your loved ones that can minimize or potentially eliminate financial distress. And it’s something you want to seriously consider, especially if you have kids or dependents or hold assets like a home. When you pass, your assets go to your heirs.

Insurance 52

Insurance Retirement Taxes Medical 52

WiserAdvisor

JULY 3, 2023

It can require a deep understanding of personal finance, investment strategies, tax implications, and more. A financial advisor can help you understand the intricacies of financial planning for physicians. The high-income structures can be misleading and make one think they need not be diligent with their savings and investments.

Financial Planning 52

Financial Planning Planning Financial Advisor Medical 52

Carson Wealth

JANUARY 4, 2024

Invest in yourself. When you’re in your 20s and just getting started in your career, take time to invest in yourself. Take the time to grow your human capital and build life experiences and knowledge – it doesn’t get easier to invest in yourself later on in life. Consider taking some risk.

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

Clever Girl Finance

DECEMBER 1, 2022

It details your current money situation, as well as your financial system, including things like investing, saving, retirement, and estate plans. A diversified portfolio of investments. The right type of insurance coverage (Life, health, disability, home, etc.). Determine the type of financial plan you need.

Financial Planning 105

Financial Planning Planning Budgeting Insurance 105

Brown Advisory

NOVEMBER 12, 2015

As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. The Medicare tax on net investment income (the NII tax) imposes an additional 3.8%

Planning 52

Planning Taxes Distribution Medical 52

Clever Girl Finance

MARCH 19, 2024

What is a financial plan? It details your current money situation and financial system, including investing, saving, retirement, and estate planning. your short, mid-term, and long-term goals) The right types of insurance coverage (Life, health, disability, home, etc.) And do I have any money invested?

Financial Planning 69

Financial Planning Planning Budgeting Insurance 69

Clever Girl Finance

OCTOBER 13, 2022

However, much of the cost of a divorce depends on the relationship between spouses, the number of assets, children, and the state of filing. This means your money stays in cash, rather than getting invested in the stock market. Invest in insurance. Property insurance. Life insurance. Pet insurance.

Medical 73

Medical Insurance Estate Planning Accounting 73

WiserAdvisor

JANUARY 16, 2024

Beyond retirement, 401(k) plans can play a crucial role in estate planning, too. Tip 3: Avoid emotional investing to avoid pitfalls Investors’ sentiments tend to sway with market cycles. The importance of avoiding emotional investing to secure a stable financial future cannot be stressed enough.

Retirement Planning 52

Retirement Planning Retirement Planning Financial Advisor 52