Has ERISA Litigation Been Helpful or Harmful?
Wealth Management
JULY 28, 2025
According to Engstrom, even the threat of litigation has helped, resulting in more plans searching for lower-cost share classes and conducting periodic RFIs and RFPs.
The Hidden Risk in Wealth Planning: Why Health Insurance Needs a Closer Look
Wealth Management
JULY 31, 2025
Derek Fitteron July 31, 2025 3 Min Read For wealthy families with complex financial lives, protection often starts with trusts, estate plans, and tax-optimized investment strategies. That includes ensuring healthcare coverage fits the client’s lifestyle, health needs, risk tolerance, and long-term goals.
Join 36,000+
Insiders
Sign Up for our Newsletter
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Webinars
How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology
Your Accounting Expertise Will Only Get You So Far: What Really Matters
Trending Sources
Deals & Moves: AmeriFlex Adds $280M California Team From Osaic
Wealth Management
JULY 25, 2025
The firm specializes in serving employees of the Florida Retirement System, including educators, healthcare workers and municipal employees. Oestreicher is joined by advisors Nicholas Brown and Travis Rich, and executive assistant Daniel Erazo. Oestreicher said he selected Osaic for its culture, technology and scale.
Our Technology Columnist's Takeaways from Wealth Management EDGE
Wealth Management
JUNE 20, 2025
The services they offer are great differentiators and help make advisors a go-to resource for navigating the intricacies of retirement income planning (which is very complex), healthcare-cost planning (a too often overlooked major expense), and as an end-of-life services guide (in the case of bQuest).
Securing Your Legacy: Financial Planning Tips for Your Children’s Future
Yardley Wealth Management
NOVEMBER 12, 2024
By planning for the unexpected, you can be confident that your family is prepared to weather any storms. Create a Will and Estate Plan Estate planning allows you to outline precisely how your assets should be distributed and how your children should be provided for if you’re no longer there.
Avoid Making These Mistakes to Safeguard Your Wealth
WiserAdvisor
JUNE 13, 2025
Mistake #2: Not having an estate plan in place Estate planning is essential for protecting what you’ve worked hard to build. A good estate plan ensures your assets go where you want them to. A 2023 survey by Law Depot found that 73% of Americans didn’t have an estate plan.
Is Talking to a Financial Planner Worth It? Exploring the Benefits of Financial Planning
Yardley Wealth Management
JANUARY 21, 2025
Retirement Planning Retirement planning is one area where talking to a financial planner proves particularly worthwhile. Tax Optimization When it comes to tax strategy, talking to a financial planner can be worth it for the potential savings alone.
At The Money: How to Spend Your Money in Retirement
The Big Picture
JULY 16, 2025
Um, hobbies, legacy, philanthropy or charitable goals to say nothing of future healthcare needs. How should people organize their thoughts and planning for, for future spending? You mentioned donor-advised funds, uh, philanthropy when it comes to both financial and estate planning. Talk a little bit about the idea behind.
10 High-Income Tax Planning Strategies to Complete Before 2025: A Year-end Checklist
Harness Wealth
NOVEMBER 12, 2024
Contribute to a FSA or Health Savings Account If you have a qualifying high-deductible health plan (HDHP), you might consider contributing to a Flexible Spending Account (FSA) or Health Savings Account (HSA). Review Your Estate Planning The end of the year can also be a practical time to take stock of your long-term estate planning.
All the Tax Benefits You Need for Your Small Business
Harness Wealth
APRIL 17, 2025
These variables can significantly impact the final deduction amount, necessitating strategic planning to optimize this benefit. For specified service businesses in fields such as healthcare, law, accounting, and financial services, income thresholds introduce phase-outs that may reduce or eliminate the deduction altogether.
Tax Strategies for High-Income Earners 2025
Yardley Wealth Management
FEBRUARY 4, 2025
Tax Strategies for High-Income Earners in 2025.
Top Insights Driving Financial Planning Strategies in 2025
WiserAdvisor
JUNE 4, 2025
At any given moment, people are working towards multiple goals like saving for retirement, managing taxes, buying a home, protecting their family through insurance, or planning for healthcare needs. People want all these goals to work together.
Enhance Your Reach: Content Marketing for Financial Advisors
Midstream Marketing
NOVEMBER 6, 2024
Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning? Retirement Planning: Give tips on how to save for retirement. Explain how to manage your retirement funds and pay for healthcare. Tax Planning: Help clients learn smart tax strategies.
What Is the Most Important Component of Your Estate Plan as a Christian?
Cornerstone Financial Advisory
MARCH 14, 2025
As a Christian, your estate plan should represent your dedication to financial stewardship according to Scripture. W hat important factors should Christians consider when estate planning? W hat important factors should Christians consider when estate planning?
Knowing When to Update Your Estate Plan
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.
How Do You Turn Retirement Savings into a Reliable Income Strategy?
Yardley Wealth Management
JUNE 25, 2025
Estate Strategy Benefits —Roth conversions can offer significant estate planning advantages, including no RMDs for the original account holder and tax-free inheritance for beneficiaries. There are also healthcare exceptions. There are a few exceptions.
Transcript: Lisa Shalett, CIO Morgan Stanley
The Big Picture
APRIL 8, 2025
And then the next step up seems to be full on wealth management, where you’re dealing with philanthropy, generational wealth transfer, a lot of bells and whistles including estate planning tax. But where AI is likely to have some of its most profound impacts is in healthcare. You guys offer the full suite of services.
Impact of New Tariffs on Your 401(k) by Age
WiserAdvisor
JUNE 11, 2025
Your plan should go beyond your 401(k) and take into account all aspects of your financial life, including your Social Security timing, pensions, healthcare costs, tax strategies, and estate planning. This is an ideal time to consult with a financial advisor to develop a comprehensive financial strategy.
Chalk Talk: Passing on Your Legacy: Planning for Smooth Asset Transfer
MainStreet Financial Planning
NOVEMBER 14, 2024
Join Anna Sergunina, CFP® and Vida Jaulis, CFP®, and guest estate planning expert Barry W. Finkelstein, as they provide insights into establishing a meaningful estate plan to ensure a smooth transfer of assets through trusts, wills, and essential directives. About Barry W.
What are the Tax Brackets and Federal Income Tax Rates for the 2025-2026 Tax Year?
WiserAdvisor
JULY 4, 2025
Estate tax credits and gift tax exclusion Let’s talk estate planning for a moment. In 2025: The basic exclusion amount for federal estate tax is $13.99 Now is a good time to work with a financial advisor or estate attorney and revisit your estate planning strategies. e. taxes in 2025.
Strategic Retirement Planning Guide for Single Women: Expert Financial Advice
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.
Facebook and Google Ads for Financial Advisors: Breaking Through Ad Budget Paralysis to Scale Your Business
Indigo Marketing Agency
AUGUST 11, 2025
Whether you specialize in retirement planning for healthcare professionals, tax strategies for small business owners, or estate planning for high-net-worth individuals, there are people actively searching for your expertise. The key to success isn’t whether Google ads work in your niche.
Why You Might Need a Power of Attorney
Carson Wealth
MARCH 27, 2025
A medical POA can help ensure that healthcare decisions are based on your choices and preferences, even if you cant communicate them yourself. The person authorized to act as your financial POA can: Access your financial accounts to pay for healthcare, housing needs, and other bills. Ready to get started on your estate plan?
What Is the Importance of Estate Planning For Christians?
Cornerstone Financial Advisory
FEBRUARY 26, 2025
This includes how we plan and manage our estate. Effective estate planning is an act of financial stewardship. With our estate, we have the immense power to bless others, including our families, children, and charitable organizations we care about. In fact, your estate plan can reflect your deepest held values.
10 Smart Ways to Prepare for Retirement
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.
Expert Insights: Estate Planning Communication and Modern HR Leadership Challenges in 2025
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.
Essential Steps to Creating a Comprehensive Estate Plan
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.
Independent Decisions: How Do Advance Directives Change for Young Adults?
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.
The Complete Guide on Financial Planning for Couples
WiserAdvisor
AUGUST 12, 2025
The child would have needs, like education, healthcare, and day-to-day expenses. What about estate planning? One thing many people overlook during this phase is estate planning. Unfortunately, financial fraud between partners is not unheard of.
The Impact of Artificial Intelligence on Living Wills and Health Care Proxies
Wealth Management
JULY 30, 2025
DNR orders are typically discussed with healthcare providers and documented in medical records to guide healthcare professionals during emergencies. This enhanced accuracy ensures that medical decisions are made promptly and correctly, reducing the risk of errors and misunderstandings.
The Future Of Financial Advice: How Tech and Approaches In 2030 Will Differ From Today
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
Master the Family Meeting for Estate Planning Success
eMoney Advisor
FEBRUARY 22, 2023
And if they’re unprepared—or worse, if the family estate planning strategies are less than buttoned up—how will that affect your practice down the line? To start the conversation with clients preparing to transfer wealth, you can simply say: “Tell me about who in the family was involved in the development of your estate plan.”
Where to Get Started with Estate Planning
Pacifica Wealth
FEBRUARY 17, 2022
The decisions you choose to make and those you ignore or overlook for your estate plan will have long-lasting and permanent ramifications. Don’t let the significance of estate planning prevent you from getting started. When it comes to your estate plan, just jump in and get started. Of course not!
Including Pets in Your Estate Plan for Peace of Mind
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.
Helping Aging Parents Manage and Protect Their Finances
Carson Wealth
APRIL 4, 2024
Information you’ll want to document includes: Bank accounts Investments Retirement accounts Estate planning documents (wills, trusts, etc.) I suggest putting together a folio file that you can store somewhere that is both safe and easy to access.
Creating and Maintaining Generational Wealth in Retirement
Integrity Financial Planning
JUNE 27, 2023
Maintaining Physical and Mental Health This might not be an apparent point at first, but maintaining physical and mental health in retirement can help you reduce one of the largest expenses many people incur as they age: healthcare.
Do You Still Need A Financial Advisor After You Retire?
WiserAdvisor
AUGUST 31, 2023
A financial advisor can help you with estate planning and preparing for your legacy goals Life is ever-changing, and estate planning becomes even more crucial during retirement. To ensure your assets are distributed per your wishes, estate planning is essential.
Tech Is Helping Advisors Meet (And Exceed) Client Expectations
Advisor Perspectives
FEBRUARY 5, 2024
Clients want help with tax and estate planning, healthcare planning, and much more. Technology-based solutions make it possible to offer this.
11 Financial Tips for Starting a Family
MainStreet Financial Planning
JUNE 13, 2023
Plan for out-of-pocket costs for fertility treatments and costs to deliver your baby. Once your new dependent arrives your monthly premiums for healthcare will increase. Plan for family leave from work. Get your estate plan in order. Review your health coverage. Arrange for childcare.
The Mark of a True Professional With Ike Trotter
NAIFA Advisor Today
FEBRUARY 15, 2023
Ike is highly skilled in analyzing long-term care insurance, Medicare supplement coverage, disability insurance, life insurance, and retirement planning. As a Financial Services Professional for Ike Trotter Agency , he provides healthcare, risk management, and "basic" estate planning solutions to families and small businesses.
Financial Planning for a Divorce
Darrow Wealth Management
MARCH 31, 2023
You’ll also want to consider engaging a financial advisor, tax advisor, and estate planning attorney too. Estate planning is an important part of this, especially if you have young children, so consider setting up a trust. Get a new estate plan. This is a really important step.
10 Expenses to Include in Your Retirement Budget
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.
Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently
eMoney Advisor
FEBRUARY 9, 2023
Now that they’re living from their retirement accounts, the financial challenges they face will include sustaining their current lifestyle, not outlasting their savings, and healthcare costs. Fortunately, these are all things you can do efficiently with the support of your technology solution.
4 Things to Review During Open Enrollment
MainStreet Financial Planning
OCTOBER 11, 2024
Healthcare Open enrollment is an excellent time to reassess your healthcare needs for the upcoming year. Here are a few items to review for your healthcare benefits: Consider if you need to change the type of healthcare plan you will have for the upcoming year.
Let's personalize your content