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Midlife Money Myths: Finances After 40

Your Richest Life

Healthcare costs, assisted living, travel and general living expenses are all important retirement considerations, and your 401(k) might not stretch enough to cover those costs for as long as you need them to. The first step is to know what you need. Personal Finance Habits of a Successful Retiree Should You Retire Early?

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ABLE Accounts in Wisconsin: Key Things to Know for WI Residents

Walkner Condon Financial Advisors

A qualified disability expense is a broad definition that includes things like housing, food, transportation, education, assistive technology, personal support services, healthcare expenses, and financial and administrative services. candidate for cfp® certification. What are considered qualified expenses for ABLE accounts?

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Check in with Your Financial Goals this Summer

Your Richest Life

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. Review your budget According to the CFP Board , 59 percent of Americans are not tracking their spending, and two in five people have never had a budget.

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Physician Retirement Planning: How to Prepare

Your Richest Life

You might have to pay more for healthcare, travel expenses, retirement home fees, etc., If you feel in over your head with your investments or retirement planning, you might want to seek out a fiduciary fee-only financial planner who can work with you, and take some of the guesswork out of retirement planning.

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Open Enrollment: 5 Steps to Review Your Benefits

Your Richest Life

Make note of what you spent on healthcare this year so far, and know your deductible, copay and premium costs amounts. Review Your Benefits: Know Your Insurance and Healthcare Needs Your company may offer several different insurance policies. That information will be key if you’re comparing different plan options.

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Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA

Sara Grillo

Today, I have Rick Perry with me, who is an hourly advisor, a CFP charter holder, and the host of the Bogle heads podcast, which has over 1 million views. SARA GRILLO, CFA: And we’re gonna talk about how to provide high value as an hourly financial planner. That’s how you get paid. It was very successful.