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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

So I read a crazy stat that in the state of Pennsylvania, if you are a certified financial planner, 93% odds that you work for Vanguard is, can that possibly be correct? And I do think that there is a place for private assets in that, but that’ll be up to the current team to decide.

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4 Financial Strategies to Leverage if your Portfolio is Worth Millions

Park Place Financial

Park Place Financial offers customized investment planning services to help each client achieve their financial goals while minimizing risk. Our certified financial planners (CFPs) can analyze your income to determine which investments may generate the most cash flow for the future. Consider your Healthcare Needs.

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5 Ways to Catch Up on Retirement Planning Later in Life

Park Place Financial

You may also include healthcare benefits, such as Medicare and health savings accounts, as well as dividends from investments. . 5) Work with a Certified Financial Planner . A key component of the best retirement plans for older adults includes consulting with a knowledgeable financial advisor.

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How to Calculate How Much You Need to Retire

Park Place Financial

Your health plays a significant role in this calculation, especially with increasing healthcare costs. For this reason, healthcare planning is another important part of your retirement strategy. At this point, your daily expenses and healthcare needs better reflect how much you will require in retirement. .

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Cultural Humility in Financial Planning

eMoney Advisor

In fact, when the concept of exhibiting sensitivity to the culture of others was first introduced in the healthcare industry, it was referred to as cultural competence and was loosely defined as the ability to engage knowledgeably with people across cultures. ” In The Psychology of Financial Planning. Cultural Humility.”

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5 Reasons Why Houston Is a Great Place to Retire

Park Place Financial

First-Rate Healthcare . A key aspect of retirement planning is healthcare planning — will you have the financial resources to cover medical costs in retirement? For sound retirement planning services, turn to the certified financial planners at Park Place Financial.

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6 Steps to Effectively Prepare for Pre-Retirement

Park Place Financial

Consider the costs that may be higher in retirement, such as healthcare and travel, as well as the expenses that may be lower, such as clothing and transportation. . Evaluate Your Future Healthcare Needs . The money in this account grows tax-free until retirement, providing coverage for some healthcare costs.