WiserAdvisor

JULY 3, 2023

Below are 6 common financial planning mistakes physicians make: Even though financially well-off, physicians tend to make several financial mistakes. Not creating a comprehensive financial plan Financial planning for physicians and healthcare professionals is essential. Medical schools can be costly.

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WiserAdvisor

NOVEMBER 4, 2022

Plan your finances for when you have kids: If you plan to have children, your expenses will drastically increase. The medical costs alone can be high. It is essential to discuss these factors with your spouse and plan accordingly. They can also help with debt management, retirement planning, estate planning, and more.

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Financial Planning Planning Taxes Financial Advisor 93

Brown Advisory

MAY 4, 2020

We regularly provide development-related content to the client for inclusion in the newsletter, authored by our colleagues from our Strategic Advisory team and leveraging their expertise in tax and estate planning and the use of trusts.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

SEPTEMBER 4, 2019

challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . challenge: DONOR DEVELOPMENT/PLANNED GIVING PROGRAM SUPPORT. . Our client is a national organization that advocates for and supports those who suffer from a specific medical condition. client: SMALL PRIVATE REGIONAL COLLEGE. BACKGROUND. BACKGROUND.

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Nonprofit Investing Investments Clients 52

WiserAdvisor

APRIL 16, 2025

Your personal circumstances will also evolve, such as changes in your income, unexpected expenses, additions to your family, or adjustments in your retirement timeline due to personal, professional, or medical reasons. A truly comprehensive financial plan takes a holistic approach by considering all aspects of your financial life.

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Financial Advisor Asset Allocation Financial Planning Retirement Planning 40

WiserAdvisor

JANUARY 16, 2024

When planning for retirement, you must prioritize your health by factoring in potential medical expenses. Consider Medicare options, supplemental insurance, and potential out-of-pocket costs for medications and treatments. To secure a stable financial future, you must address outstanding debts before retiring.

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Retirement Planning Retirement Planning Financial Advisor 40