Carson Wealth

JUNE 27, 2025

Unexpected events can derail your progress toward your goals and even your financial security if you don’t have a plan for managing them. Financial planning should ideally involve every area of your financial life because they are all interrelated. Estate planning. Create an estate plan.

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Financial Planning Planning Management Estate Planning 52

WiserAdvisor

JUNE 4, 2025

Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurance coverage, retirement strategy, and even estate planning. While each of these goals is important individually, what matters more is how they all fit together.

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Financial Planning Planning Financial Advisor Ethics 59

WiserAdvisor

JULY 27, 2023

Review Insurance Coverage: Ensure you have adequate health, life, and long-term care insurance coverage. Evaluate options for reducing insurance premiums without sacrificing necessary protection. Explore Estate Planning: Create or update your will and establish trusts if necessary.

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Retirement Planning Financial Advisor Retirement Planning 40

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.

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Estate Planning Retirement Budgeting Insurance 40

WiserAdvisor

DECEMBER 1, 2023

Under the PSLF, physicians working for government or non-profit organizations may qualify for loan forgiveness after making 120 qualifying repayments over ten years. They are exposed to the potential threat of lawsuits from patients, which is why they need comprehensive insurance coverage.

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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. ESG Stocks: Environmental, Social, and Governance (ESG) stocks represent companies with a strong commitment to sustainability initiatives. It also removes human errors and the chance of missing out on contributions.

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WiserAdvisor

JULY 3, 2023

According to the PSLF, you must make a total of 120 loan repayments for at least ten years while working for the government or a non-profit organization to qualify for forgiveness for the remaining balance on your direct loans. You can also explore federal programs like the Public Service Loan Forgiveness (PSLF).

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