WiserAdvisor

JANUARY 3, 2024

Starting your journey of saving for retirement is a pivotal financial goal. But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement. Yet, the path to building a robust investment portfolio for retirement can be an intimidating task.

Retirement 52

Retirement Portfolio Investing Investments 52

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

As we look forward to 2023, the IRS recently announced that the contribution limits for employer-sponsored retirement plans are going up. You may want to review your contribution amounts and adjust for January payrolls if your goal is to maximize funding your retirement plan contributions. . 529 College Savings Plans.

Insurance Coverage 98

Insurance Coverage Retirement Planning Financial Advisor Taxes 98

WiserAdvisor

MAY 3, 2023

Health and financial planning must go hand in hand to ensure you always have enough savings to tackle the unexpected. Therefore, it is essential to consider your health when making financial plans. A financial advisor can help you understand how to factor your health into your financial planning.

Financial Planning 52

Financial Planning Planning Healthcare Medical 52

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.

Financial Planning 52

Financial Planning Planning Financial Advisor Medical 52

Yardley Wealth Management

JANUARY 18, 2022

Protecting What’s Yours (After You Pass) In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. It’s possible to tackle this hurdle on your own, but we don’t usually recommend it.

Estate Planning 52

Estate Planning Planning Retirement Planning Assets 52

Yardley Wealth Management

JANUARY 18, 2022

In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating.

Estate Planning 52

Estate Planning Planning Retirement Planning Assets 52

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. This is financial planning 101.

Estate Planning 52

Estate Planning Retirement Financial Advisor Budgeting 52

Workable Wealth

NOVEMBER 11, 2020

But building a balanced meal plan takes more time and effort to accomplish. The same is true for a healthy financial plan. Not every financial planning task is exciting and groundbreaking, but each step secures your goals and vision for the future. Term life insurance. Existing insurance coverage.

Estate Planning 52

Estate Planning Insurance Financial Planning Planning 52

WiserAdvisor

DECEMBER 1, 2023

Here are five reasons why physicians need professional financial advice: Reason 1: To craft a comprehensive financial plan based on their unique needs and financial situation A financial plan is the cornerstone of financial success. This can lead to financial instability in the long run.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Clever Girl Finance

JANUARY 4, 2024

Financial security for your family The main benefit of a life insurance plan is to provide financial protection and peace of mind to you and your family. Builds generational wealth Yup, life insurance is one way in which people transfer their legacies and create generational wealth. When you pass, your assets go to your heirs.

Insurance 59

Insurance Retirement Taxes Medical 59

Clever Girl Finance

JANUARY 4, 2024

Financial security for your family The main benefit of a life insurance plan is to provide financial protection and peace of mind to you and your family. Builds generational wealth Yup, life insurance is one way in which people transfer their legacies and create generational wealth. When you pass, your assets go to your heirs.

Insurance 52

Insurance Retirement Taxes Medical 52

Carson Wealth

JANUARY 4, 2024

Your financial focus and planning in each decade should follow suit. Which decade should you really start to plan for retirement? Which decade should you really start to plan for retirement? Planning in Your 20s Is youth wasted on the young? This means increasing how much you’re saving for retirement.

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

Clever Girl Finance

MAY 15, 2024

Of course, there’s no replacement for a lost family member, but the money from life insurance helped the man’s wife and two young children have financial peace of mind. And that’s just some of the benefits of life insurance. In most cases, the advantages of life insurance outweigh the disadvantages—by a lot.

Insurance 52

Insurance Budgeting Taxes Insurance Coverage 52

Clever Girl Finance

DECEMBER 1, 2022

No one cares about your financial well-being more than you, so it's important to have a financial plan for yourself. Knowing how to make a financial plan will allow you to save money, afford the things you really want, and achieve long-term goals like saving for college and retirement. What is a financial plan?

Financial Planning 105

Financial Planning Planning Budgeting Insurance 105

Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

Financial Planning 69

Financial Planning Planning Budgeting Insurance 69

Brown Advisory

NOVEMBER 12, 2015

Strategic Advisory Letter | 2015 Year-End Planning Checklist. As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. Thu, 11/12/2015 - 11:10.

Planning 52

Planning Taxes Distribution Medical 52

WiserAdvisor

JANUARY 16, 2024

Preparing for retirement is a significant life transition that demands a clear understanding of your financial situation. 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.

Retirement Planning 52

Retirement Planning Retirement Planning Financial Advisor 52

Clever Girl Finance

OCTOBER 13, 2022

A sudden expense is one you’re not planning for, which means it could have a bigger impact on your finances. Financial emergencies are not large, planned expenses. This gives you time to plan and budget—reducing the effect on your finances. This affects your immediate cash flow, as well as long-term planning.

Medical 73

Medical Insurance Estate Planning Accounting 73