Harness Wealth

NOVEMBER 12, 2024

Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year. This can be a particularly useful method for estate planning and maximizing tax benefits, as the funds grow tax-free when used for qualified education expenses.

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Yardley Wealth Management

FEBRUARY 4, 2025

Tax Strategies for High-Income Earners in 2025.

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WiserAdvisor

JULY 4, 2025

These include: Military members Taxpayers and their relatives with disabilities Clergy members If you fall under any of these three categories, you can speak to a financial advisor to understand the specific rules that apply to you. Estate tax credits and gift tax exclusion Let’s talk estate planning for a moment.

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Carson Wealth

MARCH 6, 2025

Whats less common, but just as important, is outlining a specific plan for this transfer and updating it as circumstances change. If its been some time since you established your estate plan, you may want to think about giving it a review. How will this affect your overall plan? million.

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Yardley Wealth Management

JUNE 25, 2025

Retirement portfolios are typically divided into three broad categories based on their tax characteristics: Taxed Pre-tax Post-tax Before reviewing the specifics of each category, remember that this blog is intended for informational purposes only and is not a substitute for personalized financial advice. There are a few exceptions.

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The Big Picture

APRIL 8, 2025

And when I arrived at Merrill Lynch, it was really my first exposure to really entrepreneurial, extremely talented and aggressive financial advisors who were operating with what we in the industry call an open architecture platform, right? Let’s assume that we are administering a stock plan for a large corporate client.

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WiserAdvisor

JUNE 11, 2025

If you are unsure how this impacts your personal retirement strategy, you can also consult a financial advisor to understand the impact of tariffs on the stock market and how you can protect yourself. At this stage, it becomes essential for you to consider working with a financial advisor, too.

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Yardley Wealth Management

DECEMBER 10, 2024

Plan for Longevity Women typically live longer than men, which means they need to plan for a longer retirement period and potentially higher healthcare costs. Factor longevity into your retirement planning by estimating your life expectancy and budgeting for additional years in retirement.

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Carson Wealth

MAY 8, 2025

From there, estimate your future monthly expenses, including housing, healthcare, travel, and entertainment. The more accurately you understand your needs, the better you can plan. Plan for the Unexpected Life is unpredictable. Make sure you have at least a basic estate plan in place. Learn how to invest wisely.

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Yardley Wealth Management

JANUARY 28, 2025

The post Expert Insights: Estate Planning Communication and Modern HR Leadership Challenges in 2025 appeared first on Yardley Wealth Management, LLC. Clear Communication: Have detailed conversations with your chosen healthcare proxy about your specific wishes. Ensure documents are easily accessible when needed.

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Tobias Financial

JUNE 12, 2025

Healthcare Proxy (or Medical Power of Attorney): This authorizes someone to make medical decisions if the young adult is unable to do so themselves, such as during an accident or illness. While we do not provide legal advice, we can help you understand how these documents may fit into a broader financial or estate plan.

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WiserAdvisor

JULY 1, 2025

Estate planning is not just for the wealthy; it is essential for anyone who wants to ensure their assets are managed and distributed according to their wishes. Whether you own an elaborate portfolio or a single family home, having a comprehensive plan in place can protect your legacy and provide peace of mind for your loved ones.

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Nerd's Eye View

JANUARY 8, 2024

represents our current state of healthcare, in which genetic makeup and the environment play a major role in illness and disease, and where the focus of doctors lies primarily on the administration of treatments to cure and mitigate human ailments; and Medicine 3.0 In the context of the financial planning industry, whereas Financial Advice 1.0

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WiserAdvisor

AUGUST 31, 2023

Financial advisors play a crucial role in assisting you before your retire. They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. The benefits of having a financial advisor extend far beyond your working years.

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Carson Wealth

APRIL 4, 2024

This might also be a good time to begin attending meetings with your parents’ financial advisor. Some adult children are hesitant to ask to join these meetings, but let me reassure you that a good advisor will welcome your participation. And don’t forget to prioritize your own self-care and financial needs.

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Yardley Wealth Management

NOVEMBER 19, 2024

The post Including Pets in Your Estate Plan for Peace of Mind appeared first on Yardley Wealth Management, LLC. Including Pets in Your Estate Plan for Peace of Mind As a pet owner, you’ve likely considered your furry friend’s well-being in many aspects of your life. People now treat pets like family.

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WiserAdvisor

APRIL 12, 2024

The role of a financial advisor is indispensable in today’s world. These professionals serve as trusted guides, helping individuals understand the intricacies of investment, wealth management, and financial planning to achieve their long-term goals. How to determine a good financial advisor-to-client ratio?

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WiserAdvisor

APRIL 16, 2025

Financial planning can be cumbersome and take a lot of your time. However, a financial advisor can help you overcome financial challenges and offer professional guidance beyond just picking stocks and bonds. Below are 6 reasons why you may need a financial advisor: 1.

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Darrow Wealth Management

MARCH 31, 2023

You’ll also want to consider engaging a financial advisor, tax advisor, and estate planning attorney too. Asset division is one of the major financial components of a divorce. Estate planning is an important part of this, especially if you have young children, so consider setting up a trust.

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WiserAdvisor

JULY 27, 2023

This advanced language processing technology has also greatly impacted the financial advisory sector, prompting a critical question: Can ChatGPT replace human financial advisors in retirement planning? Personalized guidance, empathy, and a deep contextual understanding are integral to effective retirement planning.

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WiserAdvisor

OCTOBER 4, 2022

Retirement planning can be a bit complex. There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession planning, tax planning, and more. However, the main drawback to this can be the lack of foresight regarding what and how to plan.

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WiserAdvisor

FEBRUARY 19, 2024

Overcoming these challenges can prove difficult if not addressed in retirement planning well in advance. A financial advisor can help you identify common retirement planning blind spots. This article will also uncover some of the key blind spots you need to be aware of in your retirement planning journey.

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MainStreet Financial Planning

MARCH 27, 2024

Research the organization, management and quality of healthcare provided. The financial stability of the community as well as the continuity of management are very important. Consult your financial advisor to understand the financial implications of the entry fee and monthly fee.

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Sara Grillo

APRIL 11, 2022

Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an hourly financial advisor?

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WiserAdvisor

NOVEMBER 14, 2023

Therefore, meticulous retirement planning is not just a financial necessity; it’s a cornerstone for maintaining independence, securing peace of mind, and enjoying the fruits of a lifetime of labor. This article discusses the core factors, benefits, and challenges of retirement planning for senior citizens.

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Yardley Wealth Management

JANUARY 4, 2022

Today, we’ll cover a trio of tools for protecting your interests while you are alive : A financial power of attorney Trusted contact person(s) A healthcare advance directive I. A Financial Power of Attorney The Basics. A Healthcare Advance Directive The Basics. When It Applies. When It Applies. Common Scenarios.

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Yardley Wealth Management

JANUARY 4, 2022

A financial power of attorney. A healthcare advance directive. A Financial Power of Attorney . A financial power of attorney (POA) is a legal document authorizing someone (your “ agent ”) to make financial decisions on your behalf. A Healthcare Advance Directive . Trusted contact person(s). The Basics.

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Ballast Advisors

MAY 8, 2023

They started working with the team of financial advisors at Ballast Advisors over a decade ago. Jean and her husband worked hard to realize their financial goals, being a snowbird in Florida, golfing, traveling, and loving on eight great-grandchildren. She worked for 3M for 38 years, retiring in the healthcare division.

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Yardley Wealth Management

MARCH 1, 2022

You incur significant healthcare costs. The taxable implications of estate planning are extensive, and best addressed with a financial planner and estate planning attorney. Or, if you’re not seeking a higher deduction, this may be a good time to tap tax-free assets in your HSA.

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Yardley Wealth Management

MARCH 1, 2022

You incur significant healthcare costs. . The taxable implications of estate planning are extensive, and best addressed with a financial planner and estate planning attorney. Or, if you’re not seeking a higher deduction, this may be a good time to tap tax-free assets in your HSA.

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WiserAdvisor

JULY 3, 2023

A financial advisor can help you understand the intricacies of financial planning for physicians. Hence, it becomes essential to follow a rational financial plan that focuses on your short and long-term financial goals and ensures financial security not just in the present but also in the future.

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Harness Wealth

JUNE 9, 2023

To make things even easier, we recommend splitting your goals and needs into three distinct categories: Needs: These are your necessities: housing, food, emergency fund, healthcare, etc. For many, the plan offered by their employer may be sufficient. Estate planning is a crucial part of any comprehensive financial plan.

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WiserAdvisor

JANUARY 16, 2024

This data can serve as a baseline for tailoring your retirement plan, taking into account factors such as inflation, your current age, and your desired retirement age. Based on these factors, you can develop a solid financial strategy that aligns with your lifestyle and future goals. of overall expenses in the BLS report.

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WiserAdvisor

MARCH 13, 2024

These pillars provide a comprehensive framework for building a resilient and sustainable plan. Adhering to these pillars can help you pave the way for a secure and fulfilling retirement supported by wise financial decisions and informed choices. Health insurance can be instrumental in tackling the escalating costs of healthcare.

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The Big Picture

OCTOBER 19, 2022

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. THOMAS RAMPULLA, MANAGING DIRECTOR, FINANCIAL ADVISOR SERVICES DIVISION, VANGUARD: Thanks, Barry.

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Carson Wealth

JUNE 29, 2022

There were hard feelings — a lot of wondering why her parents had skipped her in their estate planning. . Not talking to your family about your estate plan has the potential to create chaos and make your family feel unprepared. . Your Estate Plan and Picking Powers of Attorney.

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Park Place Financial

SEPTEMBER 8, 2022

ESTATES The 5 Most Common Estate Planning Myths Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Estate planning is a crucial component of financial preparation for many individuals, as it enables their wealth to have a lasting and meaningful impact on their loved ones.

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