Nationwide Financial

MARCH 13, 2023

As a financial professional, one of the most important things you can do for your clients is to help them manage their debt effectively and work toward building financial security. By taking a holistic approach to financial planning, you can help your clients manage their debt effectively and work toward building financial security.

Client Management 69

Client Management Clients Management Debt Management 69

WiserAdvisor

JUNE 4, 2025

At any given moment, people are working towards multiple goals like saving for retirement, managing taxes, buying a home, protecting their family through insurance, or planning for healthcare needs. People want all these goals to work together. What they now want is guidance that is specific to their life, not generic advice.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59

WiserAdvisor

JULY 3, 2023

Not creating a comprehensive financial plan Financial planning for physicians and healthcare professionals is essential. Creating a budget can help physicians overcome these issues. Creating a budget can help physicians overcome these issues. A budget is like a snapshot of your financial health.

Financial Planning 40

Financial Planning Planning Financial Advisor Medical 40

WiserAdvisor

MARCH 28, 2024

You can also consolidate high-interest debt into a lower-interest loan or use balance transfers to streamline your repayment efforts and reduce overall interest costs. Additionally, you can consider consulting with a financial advisor or credit counselor to explore debt management strategies tailored to your unique situation.

Retirement 45

Retirement Financial Advisor Medical Healthcare 45

WiserAdvisor

APRIL 16, 2025

Many people overlook details like healthcare costs, long-term care, and tax-efficient withdrawal strategies, all of which can significantly impact how much money you have in retirement. These professionals hold specialized expertise in creating and managing retirement strategies tailored to your needs.

Financial Advisor 40

Financial Advisor Asset Allocation Financial Planning Retirement Planning 40

WiserAdvisor

JANUARY 16, 2024

This percentage accounts for the likelihood that some pre-retirement expenses, such as commuting to the office and socializing, may decrease while others, such as travel and additional healthcare costs, may increase. Calculating potential housing costs accurately is fundamental for developing a realistic retirement budget.

Retirement Planning 40

Retirement Planning Retirement Planning Financial Advisor 40

WiserAdvisor

JANUARY 23, 2024

Financial advisors play a pivotal role in helping clients navigate a spectrum of financial matters, from budgeting and investments to healthcare and retirement planning. Financial advisors offer a range of services, including investment management, financial planning, tax planning, debt management, and ongoing advice.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40