Million Dollar Round Table (MDRT)

APRIL 7, 2024

By Adam Thomas Rex, CFP, AIF A good client of mine wanted me to start working with his son, who was getting ready to graduate from medical school and had basically graduated debt-free because of his mom and dad’s contributions toward college. ” That was an incredibly difficult conversation.

Clients

International College of Financial Planning

JULY 20, 2022

To become a certified financial planner (CFP), you must learn about risk analysis in-depth. Here are some of the key things you learn in risk analysis under CFP certification. The CFP examination program includes eight topics covering all aspects, from the program’s fundamentals to applying skills in the real world.

Risk Analysis

Million Dollar Round Table (MDRT)

FEBRUARY 28, 2023

from India, Devang Patel, CFP, CLU , broke his leg playing volleyball. He had no health insurance, and his parents weren’t able to pay his medical bills. By Matt Pais, MDRT Content Specialist Not long after he came to the U.S. To Patel’s surprise, the doctor said, ”No charge – just pay it forward.”

CFP

Million Dollar Round Table (MDRT)

MAY 12, 2024

By Kennedy Sumarlie, CFP A year ago, I was talking to Mr. Prospect and his wife, who is a foreign citizen, regarding the importance of health insurance. Instead, they were thinking of the cost of the medical bills. They didn’t think of whether the disease can be cured or not.

CFP

Million Dollar Round Table (MDRT)

JULY 25, 2023

Rogers, CLU, CFP The primary role model for me was MDRT member John F. You don’t want medical jargon, and it will likely impede your ability to follow your doctor’s advice. By James E. Savage, CLU , of Toledo, Ohio, USA. Savage, who is now deceased, was a superb teacher by nature, and I enjoyed chatting with him.

Sales

MainStreet Financial Planning

AUGUST 8, 2022

Hosted by: Jennifer Bush , CFP®. They’ve learned to balance the many facets of parenting aging parents, including medical, financial, and everyday-life decisions, emotional rollercoasters, protecting their parents from scams, and more, all while parenting their college-age kids, and building their careers. . ~30-45 minutes.

Financial Planning

Carson Wealth

AUGUST 31, 2022

Scott Budd, CFP ®. This pays for your outpatient care by a doctor, medical tests, any drugs that are administered in a doctor’s office and preventative measures like flu shots. Also included are ambulance services, durable medical equipment and mental health services. Senior Wealth Planner . per month.

Planning

MainStreet Financial Planning

JULY 23, 2024

As a CFP® practitioner, I spend a few hours per month on continuing education. Recently, I got an invitation for a webinar titled “Incorporating Property & Casualty into The Holistic Financial Plan.” Auto Insurance: Most people think that if they have an accident that health insurance will cover medical expenses.

Insurance

Nerd's Eye View

MARCH 14, 2023

In this episode, we talk in-depth about how, during the Great Recession, Nancy (like many other advisory firm owners at the time) were facing the challenges of a 30-40% market drop and its subsequent effect on her firm’s revenue but because she took for granted that she was a CFP professional with a ‘good’ income she didn’t (..)

Management

Darrow Wealth Management

APRIL 15, 2024

Generally, part-time workers won’t be eligible for medical benefits. Although running a business isn’t always a part-time gig, consulting can offer a lot of flexibility, high income, and ability to continue saving for retirement or cover medical insurance. If married with a working spouse, that could be an option.

Retirement

Your Richest Life

MAY 16, 2023

After years of medical school, training and a lower salary, it can be jarring to finally get settled into a position (and a higher income.) About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future.

Financial Planner

Your Richest Life

SEPTEMBER 2, 2022

If you’re paying off medical school loans, there are several loan forgiveness programs that might apply to you. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

Planning

Steve Sanduski

NOVEMBER 8, 2023

Dave Mantell , CFP®, CFA is a Managing Partner and wealth advisor at Stabler Wealth Management in Bellevue, WA. How pro bono financial planning can improve potential outcomes for low-income individuals and folks dealing with serious medical issues. is the CEO of the Foundation for Financial Planning, the U.S.’s

Financial Planning

Carson Wealth

OCTOBER 6, 2022

Kevin Oleszewski, CFP ® , Senior Wealth Planner. If you don’t need to use the money early on, you can use it in retirement to reimburse for all medical expenses. It’s hard to fathom, but there are a lot of employee benefits that people aren’t using correctly — or aren’t using at all.

Education

Carson Wealth

FEBRUARY 16, 2024

By Mike Valenti, CPA, CFP ® , Director of Tax Planning It’s that time of year again! You can find IRS Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans, and IRS Publication 502, Medical and Dental Expenses, online, or you can call the IRS to request a copy of each at (800) 829-3676. More on that later.)

Taxes

Your Richest Life

SEPTEMBER 14, 2023

These accounts cover similar medical and care costs, but there are some differences. They also have tax-free earnings and tax-free withdrawals for qualified medical expenses. About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future.

Insurance

Your Richest Life

MARCH 8, 2024

It can also be helpful to look into companies whose workforce is made up of many women, or whose values support flexibility and family and medical leave. Women tend to live longer than men, too, so they need to prepare to cover living and medical expenses for more time. Group health benefits must also be maintained during the leave.

Financial Planning

Your Richest Life

OCTOBER 15, 2022

The coverage you need if you’re single is going to be very different from what you might need if you have a family, a baby on the way, or specific medical needs. They also have tax-free earnings and tax-free withdrawals for qualified medical expenses. Finally, have an idea of what you’ll need. About Your Richest Life.

Insurance

WiserAdvisor

DECEMBER 1, 2023

Financial advisors for medical professionals can offer a tailored approach to managing unique financial landscapes. However, physicians are often consumed by the demands of a rigorous medical career, and as a result, they can easily overlook this essential step. Most physicians carry debt in the form of student loans.

Financial Advisor

Your Richest Life

MARCH 15, 2022

Doctors Without Borders is also helping in Ukraine by training hospitals and sending medical staff and supplies to affected areas. . At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. What to Watch Out for. About Your Richest Life.

Medicine

Darrow Wealth Management

APRIL 15, 2024

Generally, part-time workers won’t be eligible for medical benefits. Although running a business isn’t always a part-time gig, consulting can offer a lot of flexibility, high income, and ability to continue saving for retirement or cover medical insurance. If married with a working spouse, that could be an option.

Retirement

Your Richest Life

JULY 2, 2024

Speaking to groups like the UT San Antonio Gastroenterology Fellowship, CUSM’s (Medical School) Financial Literacy Interest Group, Destination DC and Texas A&M about financial planning. Appearing on WFAA to talk about choosing a credit card for college students , trying a “no buy challenge ,” and getting started as an investor.

Financial Planner

Yardley Wealth Management

NOVEMBER 19, 2024

Mike Garry, a financial advisor, CFP practitioner, and estate planning lawyer, notes, “How we treat pets in America has changed drastically in a generation or two. Financial Support Allocating funds specifically for your pet’s care ensures they continue to live comfortably, covering expenses like food, grooming, and medical care.

Estate Planning

Park Place Financial

MARCH 15, 2022

Given these realities, medical costs are often the biggest concern for retirees during this stage. Even if you do not need assisted living services, you may still need sufficient funds to cover medical bills and prescriptions. What Factors Can Impact Retirement Planning? Longer life expectancies. Funeral costs/life insurance.

Retirement

Your Richest Life

OCTOBER 15, 2024

Health Savings Accounts (HSA) – An HSA is a savings account that lets you add pre-tax money and withdraw it tax-free for medical expenses. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

Insurance

International College of Financial Planning

JULY 31, 2023

Sudden Outflows/Medical Emergencies: Medical treatments can be expensive and deplete your savings in unforeseen circumstances. Proper planning should account for medical emergencies and unexpected financial needs. Investing in instruments that offer returns higher than the inflation rate is crucial.

Financial Planning

Zoe Financial

FEBRUARY 16, 2023

Common expenses, that a taxpayer can deduct when itemizing, include mortgage interest (mortgage capped at $750k), state and local taxes (capped at $10k), non-reimbursed medical expenses exceeding 7.5% of AGI, and qualified charitable donations (capped by AGI).

Taxes

Sara Grillo

JULY 8, 2022

Judson Meinhart, CFP®, BFA . I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” So please subscribe! I am an irreverent and fun marketing consultant for financial advisors.

Financial Advisor

MainStreet Financial Planning

SEPTEMBER 7, 2023

Creating Your Solo Aging Plan Hosted by: Jennifer Bush , CFP® Solo agers are adults who are facing a future of aging alone. The best way to make the most of life as an independent older adult is to plan for your home, finances, medical needs, and social community before your health declines.

Planning

Carson Wealth

JANUARY 25, 2023

Mike Valenti, CPA, CFP ® , Director of Tax Planning Tom Fridrich, JD, CLU, ChFC ® , Senior Wealth Planner It’s January, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” The short answer to that question is often, “Everything.”

Taxes

Sara Grillo

APRIL 11, 2022

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. RICK FERRI, CFA: Well, there’s a lot of steps to it.

Financial Advisor

Carson Wealth

DECEMBER 28, 2022

Kevin Oleszewski , CFP ® , MST, EA, Senior Wealth Planner . HSA money is used for qualified medical expenses the health plan doesn’t cover. As you’re setting your new year’s goals, one that should top everyone’s list is increasing your savings. There’s another benefit many people are unaware of.

Accounting

Your Richest Life

JULY 17, 2023

For example, if you are a physician, nurse or other medical professional, or work for the government or a nonprofit, you may be eligible for Public Service Loan Forgiveness (PSLF.) About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future.

Nonprofit

Carson Wealth

FEBRUARY 2, 2023

By Kevin Oleszewski CFP ® , MST, EA , Senior Wealth Planner Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.

Distribution

Carson Wealth

JANUARY 31, 2023

Kevin Oleszewski , CFP ® , MST, EA, Senior Wealth Planner   Retirement might be fast approaching — leaving you concerned about covering your dream lifestyle. Again, there are some exceptions, including for a first-time home purchase, unreimbursed medical expenses and some other uses. You can see a  complete chart here.

Planning

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

CFP

Carson Wealth

DECEMBER 7, 2022

CFP ® , Director of Consumer Investment Research. LLM, CFP ® , ChFC ® , CLU ® , RICP ® ,  Managing Partner, Wealth Solutions  . If you are in an executive, medical or professional role, additional errors and omissions or malpractice insurances are critical to protecting any accumulated wealth. Craig Lemoine, Ph.D.,

Financial Planner