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8 Financial Planning Tips for Small Business Owners

Carson Wealth

Develop a risk management plan to implement strategies that minimize or eliminate risks, and protect your business with appropriate insurance coverage, such as liability, property and business interruption insurance. Consulting a financial advisor can help you optimize your retirement plan based on your financial goals.

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Crisis Management Financial Planning: Preparing for Unexpected Events

Carson Wealth

Investments, estate planning, philanthropic planning, retirement planning, savings plans, and business planning are all part of a whole, and problems in one area can domino into other areas. Plan for retirement. Financial planning should ideally involve every area of your financial life because they are all interrelated.

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Financial Planning For Freelancers: 8 Tips To Budget And Save

Clever Girl Finance

As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. Plan for retirement 5. Secure health insurance and other benefits 7. Plan for retirement Without a traditional employer-sponsored 401(k), freelancers need to take control of their retirement savings.

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Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

At any given moment, people are working towards multiple goals like saving for retirement, managing taxes, buying a home, protecting their family through insurance, or planning for healthcare needs. Most individuals do not have the time or energy to consult with multiple financial professionals across different firms.

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Retire Early, Live Slow: Navigating the Transition to a Leisurely Lifestyle

Gen Y Planning

The traditional view of what retirement should be is quickly fading in the rearview mirror as Gen X and Baby Boomers are flipping the script on what your post-career lifestyle can look like. Is there an alternate option to fully retiring – like going part-time, consulting, or switching to freelancing? Do I want to work at all?

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5 Common Retirement Planning Mistakes

Carson Wealth

Your retirement income plan may be sending up bubbles, too, whether around Social Security, retirement account distributions, taxes or somewhere else – and these holes need to be patched up right away. So, to help your retirement plan be more airtight, let’s look at a few of the common leaks.

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How to Build a Retirement Plan That Covers Your Healthcare Needs

WiserAdvisor

With medical inflation outpacing general inflation, ignoring healthcare in your retirement plan is a risk no one can afford. Factoring in retirement healthcare costs is a smart move. And if you are unsure where to begin, talking to a financial advisor can help you build a more personalized and realistic retirement plan.