Harness Wealth

NOVEMBER 12, 2024

Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. 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. For 2024, the FSA contribution limit is $3,200.

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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!

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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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Darrow Wealth Management

MARCH 31, 2023

There are many financial planning considerations before, during, and after a divorce. Once the divorce is finalized, a crucial (but often overlooked) part of the process is updating estate documents and beneficiary designations. Here are some key considerations when financial planning for a divorce.

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Integrity Financial Planning

JUNE 27, 2023

The Foundations of Financial Planning Proper financial planning is widely considered the first step to building generational wealth. [1] 1] Retirees should work to evaluate their current financial situation and develop a comprehensive plan in order to achieve their wealth-building goals.

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Yardley Wealth Management

FEBRUARY 4, 2025

From maximizing deductions to managing capital gains, we’ll cover everything you need to know about smart tax planning. In this comprehensive guide, we’ll explore proven strategies to help you minimize tax liability while staying compliant with current regulations. Click here and contact us for more information.

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Carson Wealth

APRIL 4, 2024

Information you’ll want to document includes: Bank accounts Investments Retirement accounts Estate planning documents (wills, trusts, etc.) 1 Wells Fargo & Company, “Survey: Financial Planning & Preparedness of Americans with Parents Entering Retirement,” 2022.

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eMoney Advisor

FEBRUARY 9, 2023

If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. People in this stage may have just graduated from college and recently joined the working world.

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MainStreet Financial Planning

JUNE 13, 2023

Taking the time to develop a plan will help you and your partner get on the same page and strengthen your bond so you can enjoy your growing family. I hope this helps you think through the financial demands of having a larger household and the impact on your spending plan, so you understand what you need to do financially to stay on track!

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WiserAdvisor

AUGUST 31, 2023

They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks. Tax planning is not solely about federal taxes. To ensure your assets are distributed per your wishes, estate planning is essential. But their support does not end there.

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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.

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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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Ballast Advisors

MAY 8, 2023

Financial planning is a vital aspect of life. In this blog, we’ll dive deep into some lessons they’ve learned and the role that financial planning plays in supporting their goals. She worked for 3M for 38 years, retiring in the healthcare division. It was hard, but we stayed very focused on the plan.

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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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Clever Girl Finance

AUGUST 19, 2024

But with the right planning, you can confidently figure out how much to save for a baby and still stay on track with your financial goals! Plan for long-term baby expenses 5. Create or revise your estate plan 9. Plan for emergency expenses 11. The key is planning ahead to find what works best for your family.

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Yardley Wealth Management

MARCH 1, 2022

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments.

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Yardley Wealth Management

MARCH 1, 2022

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning. In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. . But tax planning isn’t just for your investments.

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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. With increased life expectancy, the modern retirement plan may need to account for not only a longer life but also for the increased expectations during this phase.

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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.

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Yardley Wealth Management

FEBRUARY 1, 2022

The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome.

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Yardley Wealth Management

FEBRUARY 1, 2022

The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade. How do we plan when we cannot know? There are a number of employer-sponsored plans , like the 401(k), 403(b) and SIMPLE IRA. Saving for Healthcare Costs (HSAs) .

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Harness Wealth

APRIL 17, 2025

Floor plans, regular updates to your documentation, and a clear boundary between personal and business space help establish the legitimacy of your home office deduction. These variables can significantly impact the final deduction amount, necessitating strategic planning to optimize this benefit.

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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.

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WiserAdvisor

FEBRUARY 19, 2024

Blind spots in retirement planning are those aspects that are often overlooked, either intentionally or subconsciously. Overcoming these challenges can prove difficult if not addressed in retirement planning well in advance. Overcoming these challenges can prove difficult if not addressed in retirement planning well in advance.

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MainStreet Financial Planning

MAY 17, 2023

Life Plan Communities (CCRC): Housing communities offering a “continuum of care” throughout the remainder of one’s life, ranging from independent living to assisted living and skilled nursing as the need arises. It’s Never too Late to Start Planning There is a saying, “If you don’t make a plan, a plan will be made for you”.

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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? Why is Financial Planning so Important?

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MainStreet Financial Planning

MARCH 27, 2024

This post takes a deeper dive into CCRCs (Continuing Care Retirement Communities also known as Life Plan Communities) CCRCs are an all-in-one solution to aging in place for people over 60. Research the organization, management and quality of healthcare provided. You can check out the article here.

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Gen Y Planning

NOVEMBER 5, 2021

De-clutter Your Budget (Aka Spending Plan). Instead, start thinking of your budget as a spending plan. Your spending plan is a guide to help you use your money in ways that mean the most to you. Knowing the answers to these questions can help you create a healthy cash flow plan. Max Out Your Retirement Plans.

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Midstream Marketing

NOVEMBER 6, 2024

Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning? Pain Points: These are issues like market ups and downs, tax problems, and money planning being hard. Retirement Planning: Give tips on how to save for retirement. Who do you want to reach?

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Gen Y Planning

DECEMBER 5, 2022

De-clutter Your Budget (Aka Spending Plan). Instead, start thinking of your budget as a spending plan. Your spending plan is a guide to help you use your money in ways that mean the most to you. Knowing the answers to these questions can help you create a healthy cash flow plan. Max Out Your Retirement Plans.

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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. Many physicians do not have a budget to help them plan their finances for every month.

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Ballast Advisors

SEPTEMBER 5, 2024

For individuals and families looking to make a lasting impact, integrating philanthropy into their financial planning offers both personal fulfillment and strategic benefits. These trusts offer substantial tax advantages and can play a crucial role in estate planning. Moreover, philanthropy strengthens social bonds.

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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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Yardley Wealth Management

FEBRUARY 15, 2022

Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning. It’s one thing to have the tools.

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Yardley Wealth Management

FEBRUARY 15, 2022

In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning. . Tax Planning: The Big Picture.

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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 Healthcare Advance Directive The Basics. Distribute copies to your primary physician and any of your other healthcare providers to keep on file.

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Yardley Wealth Management

JANUARY 4, 2022

A healthcare advance directive. A Healthcare Advance Directive . Your healthcare advance directive can offer two types of protection: . Your living will provides your life-sustaining and end-of-life medical care instructions, and related healthcare preferences, in case a time comes when you cannot state them for yourself. .

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