WiserAdvisor

JANUARY 10, 2023

New Year’s financial resolutions vary based on one’s financial situation and future goals, and can be anything from getting your finances in order, saving more for retirement, improving your credit score, to building an emergency fund, paying off your debts, creating an estate plan, and more. Draft a foolproof estate plan.

Estate Planning 40

Estate Planning Retirement Budgeting Financial Advisor 40

WiserAdvisor

DECEMBER 1, 2023

each of these events can profoundly impact an individual’s financial situation. From insurance needs for the child to save for their education, a financial advisor can help physicians proactively plan for these added expenditures and work toward the family’s financial security.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

WiserAdvisor

JANUARY 3, 2024

Moreover, not only can 401(k)s be used in retirement, but they can also play a crucial role in estate planning. In the event of your demise, the funds held in a 401(k) can be passed on to your heirs. Health insurance: As your health needs evolve in retirement, comprehensive health insurance becomes imperative.

Retirement 52

Retirement Portfolio Investments Investing 52

Brown Advisory

NOVEMBER 12, 2015

We also want to work consistently with you and your other advisors to improve the structure of your estate, reduce your tax liabilities, update your life, property and other insurance coverage, and find other ways to organize and optimize your financial situation. Income Taxes. Shift income into the more advantageous tax year.

Planning 52

Planning Taxes Distribution Medical 52

WiserAdvisor

JANUARY 16, 2024

Beyond retirement, 401(k) plans can play a crucial role in estate planning, too. In the unfortunate event of your passing, the funds held in a 401(k) can be passed on to your heirs, offering them a tax-advantaged account. A well-diversified portfolio is less sensitive to the impact of a single market event.

Retirement Planning 40

Retirement Planning Retirement Planning Financial Advisor 40

Yardley Wealth Management

DECEMBER 10, 2024

Consider purchasing insurance policies such as health insurance, life insurance, disability insurance, and long-term care insurance to safeguard against unexpected risks and expenses. Plan for Social Security Social Security is a valuable source of retirement income for many Americans, including single women.

Retirement Planning 52

Retirement Planning Financial Advice Retirement Planning 52

WiserAdvisor

MARCH 13, 2024

By spreading your investments across different investment classes, geographical regions, and market sectors, you can reduce the impact of adverse market events on your portfolio’s overall performance. Health insurance can be instrumental in tackling the escalating costs of healthcare.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Carson Wealth

APRIL 25, 2024

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.

Financial Planning 97

Financial Planning Planning Retirement Insurance Coverage 97

Clever Girl Finance

OCTOBER 13, 2022

A financial emergency is any event that causes you to have an unexpected bill or expense. A sudden expense is one you’re not planning for, which means it could have a bigger impact on your finances. Generally, you’ll know well in advance how much money you want to spend on these events. Property insurance. Life insurance.

Medical 102

Medical Insurance Estate Planning Accounting 102

International College of Financial Planning

MARCH 11, 2023

Benefits of Financial Planning: Financial planning offers numerous benefits, including: Financial planning assists in accomplishing financial objectives by enabling individuals to create a realistic financial roadmap, save and invest in a methodical way, and track their progress toward their goals.

Financial Planning 52

Financial Planning Planning Insurance Coverage Financial Planner 52

Clever Girl Finance

DECEMBER 16, 2022

This decision is often marked by a significant date or event– like starting new goals on January 1st. For instance, you can create a financial plan that includes: Your new budget. A savings plan. A debt repayment plan. A risk mitigation plan (ex. Insurance coverage , will, estate plan , etc.).

Budgeting 59

Budgeting Insurance Coverage Planning Accounting 59

WiserAdvisor

MAY 3, 2023

Disability insurance can help cover living expenses, medical bills, and other necessary costs for your loved ones. An accident can occur anytime and without warning, which is why it is crucial to plan for such adverse events. While some employers provide disability insurance coverage, it may not be enough to cover all expenses.

Financial Planning 40

Financial Planning Planning Medical Healthcare 40

Clever Girl Finance

MAY 15, 2024

In most cases, the advantages of life insurance outweigh the disadvantages—by a lot. Let’s take a closer look at the distinct benefits of life insurance. Help protect your loved ones Life insurance is an important part of your estate planning checklist. Is it really worth having life insurance?

Insurance 52

Insurance Budgeting Taxes Insurance Coverage 52