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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. Catch-up contributions and additional retirement savings vehicles, like IRAs, can help you increase your retirement savings.

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Strategic Retirement Planning Guide for Single Women: Expert Financial Advice

Yardley Wealth Management

The post Strategic Retirement Planning Guide for Single Women: Expert Financial Advice appeared first on Yardley Wealth Management, LLC. Without a partner to rely on for financial support, single women must take proactive steps to ensure a secure and comfortable retirement.

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Weekend Reading For Financial Planners (December 14–15)

Nerd's Eye View

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 (..)

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Physician Retirement Planning: How to Prepare

Your Richest Life

Will you be supporting anyone else during your retirement? Physician Retirement Planning: What will your expenses really look like? Odds are you are not actually going to need $200k to live on once you retire. You might have to pay more for healthcare, travel expenses, retirement home fees, etc.,

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10 Female-Led Financial Advisor Websites to Inspire Your Next Redesign

FMG

Guelich, CFP® CLU® ChFC® AEP® RICP®, and Vice President R. Steven Guelich, CFP®, WMPC®. Amy Braun-Bostich MSFP, CFP®, CFS®, APMA®, CLTC® is the founder and CEO of the firm. How will I pay for healthcare? How much money do I need to retire? Will I outlive my money? Will I have enough? how much should I be saving?

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Preparing for Medicare Changes: What Retirees Need to Know for 2025 Open Enrollment

Tobias Financial

In a recent Financial Advisor article, our Senior Wealth Advisor, Matt Saneholtz , CFA, CFP®, EA, was quoted on the implications of the Medicare industry upheaval during the upcoming open enrollment period. This has led to increased confusion for beneficiaries, particularly in deciding between Medicare Advantage and Medigap plans.

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One Big Thing People Forget to Consider When Thinking About How Much They Need to Retire.

Tobias Financial

There are several key factors that could impact the number such as plans to work in retirement, traveling, hobbies, grandkids, and healthcare. The number can also vary depending on the location you plan to retire at.