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.

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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?

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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?

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Fortune Financial

SEPTEMBER 29, 2022

In the beginning of your retirement planning, it is a good idea to hold more assets with the potential of generating excess returns to compensate for inflation, rather than holding lower-risk assets. . Each year we update these projections based on current information such as changes in income, assets, inflation, etc. .

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WiserAdvisor

JULY 27, 2023

Furthermore, ChatGPT may have limitations in reflecting recent policy changes or potential mathematical fallacies that can impact retirement and tax planning strategies. This blog explores the strengths and limitations of employing ChatGPT vs. a financial advisor when planning for retirement.

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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.

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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.

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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 also puts physicians in the upper slabs of federal tax brackets. Tax is one of the most significant cash outflows for physicians, which they cannot ignore.

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WiserAdvisor

JANUARY 3, 2024

Five retirement investing tips to build the ideal portfolio for your golden years Tip 1: Ensure your investment portfolio includes tax-advantaged accounts Building an ideal retirement portfolio begins with optimal use of tax-advantaged accounts like Roth and Traditional options.

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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.

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Clever Girl Finance

JANUARY 4, 2024

And it’s something you want to seriously consider, especially if you have kids or dependents or hold assets like a home. Builds generational wealth Yup, life insurance is one way in which people transfer their legacies and create generational wealth. When you pass, your assets go to your heirs.

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Clever Girl Finance

JANUARY 4, 2024

And it’s something you want to seriously consider, especially if you have kids or dependents or hold assets like a home. Builds generational wealth Yup, life insurance is one way in which people transfer their legacies and create generational wealth. When you pass, your assets go to your heirs.

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WiserAdvisor

MAY 3, 2023

While some employers provide disability insurance coverage, it may not be enough to cover all expenses. A personal disability insurance policy can supplement the coverage provided by an employer. Invest in long-term care insurance It is projected that by 2040, about one in five Americans will be 65 or older.

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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. You can plan for various goals like buying a house, retirement, and saving for a child’s higher education.

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Brown Advisory

NOVEMBER 12, 2015

Strategic Advisory Letter | 2015 Year-End Planning Checklist. 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. Thu, 11/12/2015 - 11:10.

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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. So what is a financial plan in simple terms? The right type of insurance coverage (Life, health, disability, home, etc.). Determine the type of financial plan you need.

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Carson Wealth

JANUARY 4, 2024

While from a behavioral standpoint some suggest you should tackle low balance accounts first, a financial planning approach suggests you tackle high interest rate debt first. Proper insurance coverage: One of the biggest risks for many people in their 30s is they’re still acting as if they’re invincible.

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Clever Girl Finance

MARCH 19, 2024

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.) Plan for taxes Yup, taxes! Plan for taxes Yup, taxes!

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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. There are tons of different types of insurance to help protect your financial situation, including: Health insurance. Property insurance. Life insurance. Pet insurance.

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WiserAdvisor

JANUARY 16, 2024

Beyond retirement, 401(k) plans can play a crucial role in estate planning, too. In the unfortunate event of your passing, the funds held in a 401(k) can be passed on to your heirs, offering them a tax-advantaged account. The tax-deferred structure of a 401(k) is a compelling feature.

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