WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. When aiming for financial independence, the importance of a structured approach should be emphasized.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

International College of Financial Planning

OCTOBER 26, 2023

The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Carson Wealth

SEPTEMBER 27, 2023

By Matt Lewis, CLTC, Vice President, Insurance Life insurance is designed to provide for your loved ones after your death, giving you peace of mind that their financial needs will be met without your income. But life insurance can benefit your financial planning in many other ways. As of 2023, that exclusion is $12.92

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Estate Planning Insurance Planning Taxes 96

International College of Financial Planning

APRIL 25, 2024

This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning. Individuals who earn this certification are thoroughly prepared to offer expert financial advice.

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Certification CFP Certified Financial Planner Financial Planning 52

WiserAdvisor

APRIL 19, 2024

While a financial plan focuses on managing your finances during your lifetime, an estate plan is essential for determining the fate of your assets after you pass away. Estate planning involves the transfer of your assets to your heirs in the event of your passing.

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Estate Planning Planning Distribution Accounting 59

Nerd's Eye View

NOVEMBER 8, 2023

Retirement is often framed as one's "golden years", a time to enjoy the fruits of several decades of hard work. And for many retirees who have planned accordingly, this transition is not a problem as they might spend generously on travel, hobbies, or other pursuits. On the behavioral side, clients could 'practice' retirement (e.g.,

Retirement 207

Retirement Clients Planning Food 207

MainStreet Financial Planning

MAY 10, 2024

Looking ahead and planning is the best way to preserve your sense of autonomy, choice, and life satisfaction before the unexpected happens and your health declines. Planning Areas for Solo Agers Financial Concerns – What is your plan for making financial decisions and managing your cash flow and investments?

Planning 95

Planning Estate Planning Healthcare Medical 95

Abnormal Returns

SEPTEMBER 4, 2023

(theadvisorjourney.com) Brendan Frazier talks about the challenge of retirement spending with Morningstar's Christine Benz. wiredplanning.com) Jim Dahle talks financial therapy with Aja Evans. standarddeviationspod.com) Creative Planning Creative Planning is buying Goldman Sachs' former Personal Financial Management unit.

Estate Planning 227

Estate Planning Financial Planning Retirement Planning 227

Integrity Financial Planning

JUNE 27, 2023

However, it is a common goal for retirees to create and maintain generational wealth in retirement. What better way to leave a legacy than to provide financial security? The Foundations of Financial Planning Proper financial planning is widely considered the first step to building generational wealth. [1]

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Retirement Healthcare Financial Planning Estate Planning 98

Integrity Financial Planning

MARCH 15, 2023

From financial plans to home remodeling, it’s common to be tempted to DIY your way there. Financial planning can be complicated. Have you thought about taxes or estate planning or when to withdraw and from where? Here’s what you’ll learn on today’s show: Why shouldn’t you plan retirement by yourself? (0:12)

Retirement Planning 52

Retirement Planning Retirement Planning Financial Planning 52

eMoney Advisor

FEBRUARY 9, 2023

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

Financial Planning 95

Financial Planning Clients Planning Education 95

International College of Financial Planning

MARCH 11, 2023

With the right plan, you can take control of your finances. Financial planning helps you understand your current financial situation and set realistic goals for the future. Here’s why it’s important and how to start Managing your money is essential for financial stability and security.

Financial Planning 52

Financial Planning Planning Insurance Coverage Financial Planner 52

Integrity Financial Planning

NOVEMBER 20, 2023

One way of thinking about retirement is that it happens in phases. We’re going to break down each one of the phases and explain some important financial moments in each. When you are 20 years old, it can be hard to picture what retirement might look like for you.

Retirement 88

Retirement Budgeting Medical Distribution 88

Park Place Financial

SEPTEMBER 8, 2022

ESTATES Family Estate Planning: The 6 Essentials Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. According to one survey, 67% of Americans have no estate plan, which may reflect an aversion to thinking about dying or getting gravely ill. 1) Drafting a Will . 3) Establishing a Trust .

Estate Planning 52

Estate Planning Planning Certified Financial Planner Medical 52

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you are in the middle of estate planning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Create a Trust .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Abnormal Returns

JUNE 28, 2023

Podcasts Christine Benz and Jeff Ptak talk with Fritz Gilbert and Eric Weigel about retirement planning mistakes. rationalreminder.libsyn.com) Joe Saul-Sehy and OG talk with Jonathan Clements editor of “My Money Journey: How 30 People Found Financial Freedom and You Can Too.” savantwealth.com) What is an estate plan?

Retirement Planning 209

Retirement Planning Estate Planning Retirement Wealth Management 209

Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Nerd's Eye View

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

Tax Planning 218

Tax Planning Compliance Taxes Financial Advisor 218

WiserAdvisor

NOVEMBER 14, 2023

Retirement planning is an essential aspect of financial security, especially as one transitions from a phase of regular income to relying on savings and investments. The concept of retirement has undergone a significant transformation in recent times. Traditional retirement plans often rely heavily on pension schemes.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

MainStreet Financial Planning

FEBRUARY 1, 2024

During recent conversations, I’ve come across several people unfamiliar with the concept of fee-only financial planning, let alone considering it as a feasible choice. To shed light on this, I want to articulate the distinctive approach we use at MainStreet Financial Planning.

Financial Advice 96

Financial Advice Planning Fee Only Financial Planning 96

James Hendries

OCTOBER 21, 2022

If you’ve never engaged in financial planning and are unsure how to get started, this article is for you. A financial plan starts by evaluating your current financial situation and future expectations and can be created independently or with the help of a financial professional.

Financial Planning 52

Financial Planning Planning Budgeting Risk Tolerance 52

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. Here are 5 benefits of hiring a financial advisor after you retire: 1.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. Many states also exempt retirement income, which may include Social Security.

Planning 143

Planning Retirement Planning Taxes Insurance 143

Yardley Wealth Management

SEPTEMBER 24, 2021

The post 5 Steps for Creating a Financial Plan appeared first on Yardley Wealth Management, LLC. 5 Steps for Creating a Financial Plan. Garry offers the following advice for investors who are shell-shocked and don’t know where to turn in taking the first step in creating a financial plan: Have a plan.

Financial Planning 52

Financial Planning Planning Wealth Management Estate Planning 52

Abnormal Returns

MARCH 20, 2023

(barrons.com) The FDIC is planning to sell SVB Private separately from the rest of the bank. citywire.com) Retirement Spending in retirement is a dynamic process. citywire.com) Retirement Spending in retirement is a dynamic process. financial-planning.com) Adviser outreach should have a specific purpose.

Estate Planning 203

Estate Planning Retirement Communication Financial Planning 203

MainStreet Financial Planning

MAY 17, 2023

We speak daily with clients who are contemplating where they might live in retirement. Now is the time to explore various retirement housing options and strategies for aging individuals. From aging in place to retirement communities, consider your individual preferences and needs when choosing the most suitable housing option.

Retirement 98

Retirement Medical Financial Planner Planning 98

WiserAdvisor

JULY 3, 2023

A financial advisor can help you understand the intricacies of financial planning for physicians. Below are 6 common financial planning mistakes physicians make: Even though financially well-off, physicians tend to make several financial mistakes. Some mistakes that physicians must avoid: 1.

Financial Planning 52

Financial Planning Planning Financial Advisor Medical 52

WiserAdvisor

JUNE 6, 2023

High-net-worth individuals who possess a significant number and value of assets and complex financial portfolios may find it hard to manage their finances. However, given the high value of wealth, it becomes all the more critical for high-net-worth individuals to plan their finances optimally.

Estate Planning 52

Estate Planning Planning Taxes Insurance 52

MainStreet Financial Planning

APRIL 15, 2024

The estate planning documents may be done, but is there anything else to really feel comfortable that you’ve prepared all you could when you pass away? After my mom passed, I had been helping my dad get his estate planning documents and other financial activities in order.

Planning 52

Planning Estate Planning Numbers Insurance 52

Integrity Financial Planning

NOVEMBER 20, 2023

One way of thinking about retirement is that it happens in phases. We’re going to break down each one of the phases and explain some important financial moments in each. When you are 20 years old, it can be hard to picture what retirement might look like for you.

Retirement 52

Retirement Budgeting Medical Distribution 52

Nerd's Eye View

MARCH 27, 2024

One way financial advisors can add value for retiring clients is to estimate how much they can spend sustainably during their retirement years without depleting their investment portfolio. to cover retirement income needs before claiming Social Security benefits).

Retirement 180

Retirement Portfolio Clients Financial Advisor 180

WiserAdvisor

MAY 3, 2023

Health and financial planning must go hand in hand to ensure you always have enough savings to tackle the unexpected. From medical expenses to the impact of illness or disability on your ability to earn a living, your health can have a significant effect on your financial well-being. What is health or medical financial planning?

Financial Planning 52

Financial Planning Planning Healthcare Medical 52

Abnormal Returns

SEPTEMBER 11, 2023

kitces.com) Christine Benz and Jeff Ptak talk with Cynthia Haddad, an expert on financial planning for people with disabilities and their families. financial-planning.com) Once PE takes a stake in your firm, they call the shots. riabiz.com) The biz Creative Planning is going to be flexible holding onto PIF advisers.

Wealth Management 146

Wealth Management Estate Planning Financial Advice Financial Planning 146

Abnormal Returns

MAY 29, 2023

Podcasts Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. kitces.com) Brendan Frazier talks with Bari Tessler, author of "The Art of Money: A Life-Changing Guide to Financial Happiness." financial-planning.com) JP Morgan Chase ($JPM) is dipping its toe in the AI waters with 'IndexGPT.'

Wealth Management 190

Wealth Management Financial Advising Estate Planning Banking 190

eMoney Advisor

NOVEMBER 15, 2022

Here are a few more reasons to apply it in your financial planning practice. To start, gratitude can support your clients’ commitment to pursuing their financial goals. 4 Saving for retirement and other milestones definitely takes willpower, but it turns out that feelings of thankfulness can help us persevere.

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Financial Planning Planning Clients CFP 76

Yardley Wealth Management

JULY 10, 2020

The post Is Financial Planning a Pandemic Necessity? Is Financial Planning a Pandemic Necessity? Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software. By Michael Garry Yardley Wealth Management .

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Financial Planning Planning Wealth Management Estate Planning 40

Integrity Financial Planning

MAY 8, 2023

You may know plenty about the differences between traditional IRAs and Roth IRAs, as well as the risks to your IRAs in this market, but what happens to an IRA (or other retirement account) that still has money in it when its owner passes away? 1, 2, 3, 5] [link] [4] [link] The post What Happens to Inherited Retirement Accounts?

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Accounting Retirement Distribution Retirement Planning 87