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Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth

Yardley Wealth Management

Interest rates remain a significant factor in financial planning, affecting everything from mortgage rates to investment returns. The Foundation: Emergency Funds and Debt Management The cornerstone of any solid financial plan is having a robust emergency fund. This can significantly impact your retirement savings trajectory.

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Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

Apart from new laws and changes in regulations, it is also important to pay attention to emerging investment trendsevery year. They want a financial strategy that takes every aspect of their life into account, such as their income situation, investment goals, debt, risk appetite, and more.

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Crisis Management Financial Planning: Preparing for Unexpected Events

Carson Wealth

Unexpected events can derail your progress toward your goals and even your financial security if you don’t have a plan for managing them. 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.

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More than Just Health Insurance: Understanding and Leveraging Your Employee Benefits

Carson Wealth

Your full compensation package also includes your employee benefits—retirement accounts, insurance, personal time off, and much more. High-deductible plans often include Health Savings Accounts (HSAs), which can be a surprising retirement planning tool if utilized properly.

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When Does A Financial Coach Need To Register As An Investment Adviser? The “ABCS” Test To Determine Status

Nerd's Eye View

And because many service offerings have traditionally focused on areas like investments and securities recommendations, there has been little debate about the need to register as an advisor. Thus, Advice, Business, Compensation, and Securities (ABCS) are the key elements in this definition.

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How much do I need to retire? Planning for Your Unique Retirement Needs

Carson Wealth

By Craig Lemoine, Director of Consumer Investment Research. How much do I need for retirement?” Your financial needs in retirement can depend on dozens of factors – some known and some unknown. One or two million dollars may seem like a lot of money to have set aside for retirement. A Retirement Reality Check.

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Should You Pay Off Your Mortgage Before Retirement?

Darrow Wealth Management

Is retiring with a mortgage a good idea? Retiring with a mortgage doesn’t typically pose a financial risk, and at times it’s the best financial decision. But paying off a mortgage before retirement has upsides also. Here’s when it may – and may not – make sense to pay off a mortgage before retiring.