Certification Healthcare Retirement Planning 
Harness Wealth
APRIL 17, 2025
The calculation becomes increasingly complex for higher-income taxpayers , as it introduces factors such as W-2 wages paid to employees, the unadjusted basis of qualified property, and retirement plan contributions. Partner with Harness for top-tier advisory services in financial, tax, and estate planning.
WiserAdvisor
JUNE 27, 2025
To show you what’s possible and what’s necessary, if early retirement is something you want to pursue seriously. Even if you don’t plan to retire unusually early, starting your retirement planning now can dramatically improve your options later. What’s the earliest you can retire? That takes planning.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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 (..)
Good Financial Cents
JANUARY 26, 2023
The less money that you need to live on, the sooner and more effectively you’ll be able to retire. Step 3: Invest and Invest Aggressively I probably don’t have to tell you that you’re not going to be able to retire at 50 by investing in interest-bearing assets, like certificates of deposit. Your retirement plan shouldn’t be.
Good Financial Cents
DECEMBER 9, 2022
1) Certificates of Deposit (CDs). For those of you who like to see the numbers, here’s an example of compound interest at work: Suppose you invest $1,000 in a five-year certificate of deposit, paying 5% and compounded annually. That’s how retirement plans and other investment vehicles work. 2) High-yield Savings.
WiserAdvisor
MAY 13, 2025
Asset allocation should evolve based on an investors risk tolerance and retirement stage. Pre-retirement phase (ages 50-65) : This stage calls for a shift toward more conservative investments. Healthcare for long-term stability and resilience. High-yield bonds can enhance returns but carry greater default risk.
WiserAdvisor
APRIL 16, 2025
Planning for retirement is one of the biggest financial challenges you will ever face, and a financial advisor can help you adopt a strategy that can take you to your goals, mitigate risk, and adapt to the changes that will inevitably come your way. Retirement planning can be a long-term journey, and a lot can change along the way.
Expert insights. Personalized for you.
52 
Let's personalize your content