Harness Wealth

JANUARY 10, 2025

For instance, a medical professional who brings their personal dog to the workplace to help calm patients may have a valid business reason for doing so. At Harness we help clients find tax advisors with the expertise required to meet their unique needs. If you have tax concerns, its advisable to speak to a dedicated professional.

Taxes

Zoe Financial

JUNE 20, 2025

They are not real clients and are intended solely for educational purposes. Have I run scenario models that include medical and longevity risks? Individual results will vary based on specific financial circumstances. Do I have a clear plan for RMDs and potential Roth conversions? Have I aligned charitable goals with my estate strategy?

Retirement Planning

Random Roger's Retirement Planning

MARCH 15, 2025

The example assumes no sort of serious medical or family calamity that altered your financial plan, life happens that way sometimes. SH is a client holding that I added pretty close to election day. Long time readers might know about my use of BTAL for clients (personal holding too) in this regard. For a month?

Portfolio

Random Roger's Retirement Planning

JANUARY 18, 2025

One client owns it on a mandate. Oddly, Barron's included some industry funds in their discussion of thematic funds and mentioned some that have done very well including iShares Medical Devices (IHI) which I've owned for clients for 12 or 13 years. I've owned Mastercard for clients since long before IPAY came on the scene.

Advertising

Trade Brains

JUNE 14, 2025

The company provides services to a broad spectrum of corporate clients in sectors like banking, finance, technology, healthcare, and many more. The company’s portfolio includes over 50 medications that address a variety of cancer disorders, such as breast, brain, bone, and others.

Medicine

The Big Picture

JANUARY 21, 2025

But today, you know, a lot of brokers, you know, whether they’re with the big full service brokerage firms now have advisory accounts that they flog to clients where they can buy ETFs. And one of the common conversations is, I have a client, he’s got millions of dollars invested. We can’t get him to spend money.

Investing

Harness Wealth

MARCH 20, 2025

Travel expense deductions Travel expenses incurred for business purposes (such as meeting clients or attending conferences) are also deductible. Business meal deductions Business meals with clients, associates, or potential clients are deductible at 50% of the cost, provided they are directly related to business activities.

License

Harness Wealth

MAY 2, 2025

Estate and gift tax planning Maximize gift tax exemption: Encourage clients to use the currently higher $13.61 Estate and gift tax planning Maximize gift tax exemption: Encourage clients to use the currently higher $13.61 million (single) / $27.22 million (married) gift tax exemption before it drops in 2026. million (single) / $27.22

Taxes

Cornerstone Financial Advisory

MARCH 14, 2025

At Cornerstone Financial Advisory, we have a saying we like to use with clients An inheritance is nice. End-of-Life Care: Specify medical directives consistent with Christian principles. Well also share two estate planning examples to demonstrate how your faith and blessings from God can influence future generations. Wisdom is better.

Estate Planning

Carson Wealth

DECEMBER 17, 2024

By Brady Marlow, CFP, AEP, CAP, CPWA, CExP , Director, Carson Private Client Wealth Strategy Although most people focus first on loved ones in developing their estate plan, you may also want your legacy to include continuing support of issues and organizations youre passionate about.

Estate Planning

WiserAdvisor

JULY 7, 2025

This has a lifetime limit of up to $10,000 You are paying for unreimbursed medical bills or health insurance premiums while being unemployed You are covering the costs of birth or adoption. As a Registered Investment Advisor (RIA) firm with the SEC, they are fiduciaries who put clients’ interests ahead of everything else.

Planning

Trade Brains

JULY 8, 2025

These spaces include cafeterias, fitness centers, childcare facilities, and medical support, helping companies create a productive and comfortable work environment. As of March 31, 2025, the company had 738 clients and managed over 152,619 seats. Dependence on large enterprise clients increases revenue concentration risk.

Clients

Financial Symmetry

APRIL 28, 2025

For our clients, we typically revise them after they get married, have a child or additional children, a listed beneficiary passes away, there is a divorce (depending on the terms of the decree where the spouse may need to remain as one for a period of time), or if they have trust(s) created, we would recommend doing the same.

Estate Planning

Investing Caffeine

MARCH 25, 2025

While Rothblatt and United Therapeutics may not yet be household names, she is undeniably reshaping the healthcare industry and steering it toward a future of unprecedented, life-extending medical advancements. With no formal medical background, she quit SiriusXM, immersed herself in biology, and founded United Therapeutics.

Investing

Carson Wealth

DECEMBER 10, 2024

By Brady Marlow, CFP, AEP, CAP, CPWA, CExP , Director, Carson Private Client Wealth Strategy The emotional and psychological benefits of charitable giving are well documented. For example, if you have a family history of cancer, you might decide to donate to medical research.

Taxes

Random Roger's Retirement Planning

JULY 6, 2025

One way or another, software has been recommending portfolios to robo advisory clients. The medical field is certainly evolving from advances in technology regardless of which of these advances are AI or not. AI doing the same thing seems like an evolutionary step.

Retirement

Trade Brains

JUNE 24, 2025

Indifra Limited Indifra Limited is an Infrastructure company that is involved in infrastructure development and Construction, trades electrical appliances-related services, focusing on construction and project management for public and private sector clients. With a market capitalization of Rs. With a market capitalization of Rs.

Manufacturing

WiserAdvisor

JUNE 26, 2025

It’s about protecting yourself from unpredictable, rising medical expenses that could quietly dismantle even the most disciplined savings strategy. Nearly half of Americans over 60 say they couldn’t cover a $5,000 medical bill without dipping into their retirement savings. Retirement is no longer just about 401(k)s and Social Security.

Healthcare

WiserAdvisor

JUNE 27, 2025

That means the real answer to what’s the earliest you can retire depends far more on your investment portfolio , retirement lifestyle, and medical coverage strategy than on a number printed on your birth certificate. Additionally, each client receives comprehensive financial planning to ensure they are moving toward their financial goals.

Retirement

Random Roger's Retirement Planning

JUNE 12, 2025

In client portfolios, I have quite a few names that I've owned since I started in this part of the business more than 20 years ago and quite a few others that have been in there more than 10 years. Another friend is going through something very serious with a medical thing. The fancy word for this inertia is ergodicity.

Retirement

Carson Wealth

JUNE 26, 2025

Of course, adjusting income will also depend on expenses such as mortgages, property taxes, medical bills, food, utilities, etc. If a client is falling short of the standard deduction, they may want to consider a strategy called bunching.

Tax Planning

Million Dollar Round Table (MDRT)

FEBRUARY 16, 2025

By Cynthia Kane As a financial advisor, youre constantly communicating with your clients. And while many conversations may be easy, there are plenty of difficult, yet necessary, discussions with clients about death, divorce, job loss, medical needs and the list of stressful topics goes on.

Medical

Nerd's Eye View

DECEMBER 6, 2024

Also in industry news this week: A recent survey found that financial advisors who have recently switched firms are overwhelmingly satisfied with their move, with firm technology playing a key role both in the decision to leave and their satisfaction with their new firm A Federal court has issued an injunction against the Corporate Transparency Act, (..)

Financial Planner

Nationwide Financial

AUGUST 16, 2024

1 Your farming clients will want to utilize a will, durable power of attorney, advanced medical directive and possibly a trust. This scenario is becoming increasingly common, and you can be well-equipped to guide your farmer clients through the complex process of retiring without direct heirs.

Retirement

The Big Picture

MAY 7, 2025

His firm, Efficient Frontier Advisors manages $400 million in client assets ($25m minimum). He began his career as a medical doctor, a neurologist who discovered he had a knack for investing and investment research, eventually opening Efficient Frontier Advisors. You went to medical school. Bill Bernstein. What did you create?

Asset Allocation

Tobias Financial

JUNE 12, 2025

This means parents may no longer have access to their child’s medical records, financial accounts, or the ability to make decisions on their behalf, even in emergencies. This is a representation of a general case scenario, however individual client timeline and experience may vary due to one’s unique circumstances.

Medical

Wealth Management

JULY 18, 2025

Staffing shortages have forced 69% of DSP service providers to stop accepting new clients. One recommended strategy is for clients to test the system, transitioning specific responsibilities to Medicaid-funded providers while remaining involved. Concept of digital social marketing. 14 Another 39% have discontinued programs.

Estate Planning

Trade Brains

JULY 7, 2025

Synopsis: Vinyas Innovative Technologies received ₹160 crore in new PCBA and assembly orders from domestic and global clients, with execution over 6–18 months. crore (18.41%), while Medical and Others add Rs. 160 crores for manufacturing & supplying PCBA & electronic assemblies. crore (78.01%). Industrial contributes Rs.

Electronics

Trade Brains

JUNE 19, 2025

The company provides conceptual design, process engineering, integrated manufacturing, and lifecycle support to OEMs across sectors such as automotive, aerospace & defence, industrial, medical, railways, and IT/IoT. It operates 8 manufacturing plants and 2 service centres, serving 250+ clients across 3 continents.

Electronics

The Big Picture

JUNE 9, 2025

In his first months in office, President Trump has slashed funding for medical research, threatening a longstanding alliance between the federal government and universities that helped make the United States the world leader in medical science. ( These are the nearly 2,500 N.I.H. grants that have been ended or delayed.

Medical

Trade Brains

JULY 1, 2025

Vinyas Innovative Technologies Limited, a Mysuru-based electronics manufacturing services (EMS) provider, serving global OEMs and ODMs across the defence, aerospace, medical, and industrial sectors, has successfully raised Rs. Medical revenues grew modestly, while the Others segment saw a slight dip. With market capitalization of Rs.

Electronics

Wealth Management

JULY 30, 2025

Living Wills A living will is a document that outlines a person's wishes regarding medical treatment in situations where they’re no longer able to communicate their decisions. DNR orders are typically discussed with healthcare providers and documented in medical records to guide healthcare professionals during emergencies.

Estate Planning

Nerd's Eye View

JANUARY 25, 2023

Financial advisors with clients who are worried about being laid off can play a role in alleviating those worries by helping the client regain a sense of control over their future. First, the advisor can help the client take stock of their current situation to assess their current preparedness for a layoff.

Clients

Nerd's Eye View

NOVEMBER 14, 2023

Eric is the Chief Financial Advisor and Co-Owner of Econologics Financial Advisors, an independent RIA based in Largo, Florida, that generates more than $4M of revenue while working with nearly 300 client households.

Financial Planning

Nerd's Eye View

OCTOBER 9, 2024

Gifting is a common planning topic discussed between advisors and clients – often raising questions about which gifts are taxable, need to be reported to the IRS, or may be exempt from reporting altogether. All of which can do a great deal for clients aiming to make the most informed decisions possible! Read More.

Taxes

Nerd's Eye View

JULY 11, 2023

Thor is the Owner of McIlrath & Eck, an independent RIA based in Arlington, Washington, that oversees more than $610 million in assets under management for 970 client households.

Clients

Clever Girl Finance

AUGUST 10, 2023

But over eight years of medical school and residency is a lot, leaving you to wonder if maybe you should find a profession that is less expensive (in both time and money) to get your foot in the door. Well, let’s delve into 20 high paying medical jobs without a degree! How can I get into the medical field without being a doctor?

Medical