Budgeting CFP Healthcare 
Yardley Wealth Management
DECEMBER 10, 2024
Plan for Longevity Women typically live longer than men, which means they need to plan for a longer retirement period and potentially higher healthcare costs. Factor longevity into your retirement planning by estimating your life expectancy and budgeting for additional years in retirement.
Investing Caffeine
AUGUST 1, 2025
The nearly 900-page legislation spans a broad range of economic issues including tax reform, healthcare, energy policy, and national security. According to the Congressional Budget Office (CBO), the combined impact of tax cuts, new spending, and spending reductions will result in a net cost of $3.4 Slome, CFA, CFP® Plan.
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Nerd's Eye View
DECEMBER 13, 2024
Also in industry news this week: While the SEC has had the power to restrict mandatory arbitration clauses in RIA client agreements for more than a decade, an advisory committee meeting this week suggests support for such a measure isn't unanimous CFP Board saw a record number of exam-takers during 2024, reflecting recognition of the professional and (..)
MainStreet Financial Planning
MAY 4, 2023
Exploring Retirement Housing Decisions Hosted by: Jennifer Bush, CFP® MainStreet Financial Planning As people approach retirement age, one of the most significant decisions they face is where and how they will live during their golden years. Retirement housing decisions can also have a significant impact on an individual’s financial security.
Your Richest Life
JUNE 3, 2024
And you work that into your budget to make sure you’re allocating more funds to those accounts for the rest of the year. Also, if you do have a healthcare FSA or a dependent care FSA, make sure you’ve filed your claims so far for the year. Everyone, regardless of how much money you make, needs a budget of some kind.
Your Richest Life
MAY 31, 2023
You can also set a budget each week or month for fun extras, like ice cream outings or passes to the local waterpark. While you’re preparing a budget for all those extra warm-weather activities, practice tracking everything you spend along the way. Plan ahead for your summer activities.
Tobias Financial
OCTOBER 16, 2024
In a recent Financial Advisor article, our Senior Wealth Advisor, Matt Saneholtz , CFA, CFP®, EA, was quoted on the implications of the Medicare industry upheaval during the upcoming open enrollment period. He shared his insights on the matter, discussing why Medigap may be a good option despite their high premiums.
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