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At The Money: How to Spend Your Money in Retirement

The Big Picture

How should people organize their thoughts and planning for, for future spending? So I would urge planners and individuals pursuing their own retirement plans to think about building in some of those lifetime, uh, giving, uh, aspirations. Philanthropy is a big part of both retirement and estate planning.

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Financial Check Engine Light: How to Know When It’s Time to Revisit Your Plan

Tobias Financial

These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents. Without periodic evaluations, it’s possible for parts of your plan to become misaligned with your current circumstances.

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Crisis Management Financial Planning: Preparing for Unexpected Events

Carson Wealth

Unexpected events can derail your progress toward your goals and even your financial security if you don’t have a plan for managing them. Financial planning should ideally involve every area of your financial life because they are all interrelated. Tax planning. Estate planning. Budget for emergencies.

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Slow Adoption for Many Reasons

Inside Information

Ayasha Jones, partner and Director of Operations at BlueSky Wealth Advisors in New Bern, NC said that she and other ops professionals are inundated with new fintech options all the time, and the IT percentage of the operating budget is larger than it ever was.

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Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea

WiserAdvisor

DIY can be stressful and overwhelming Juggling multiple investments like real estate, 401(k)s, IRAs, crypto, and others can be a lot. Now, if you add tax planning, goal setting, retirement calculations, and estate planning to the mix, DIY investing can feel like a full-time job. So, what do you do?

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The Importance of Delegating Financial Decisions to a Professional

Yardley Wealth Management

A financial professional can handle the day-to-day tasks of financial management, such as investment research, portfolio rebalancing, and tax planning, allowing you to enjoy greater efficiency and peace of mind. Comprehensive Financial Planning: Financial planning is a holistic process. It also includes estate planning.

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Adviser links: all shapes and sizes

Abnormal Returns

(aswathdamodaran.blogspot.com) Taxes On the difference between tax planning and tax advice. advisorperspectives.com) Advisers How to get clients to focus on their estate plan. theconversation.com) Due to budget cuts, the SEC is likely to examine fewer RIAs in 2025.