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.

Estate Planning 40

Estate Planning Retirement Budgeting Financial Advisor 40

WiserAdvisor

JANUARY 16, 2024

The BLS data also revealed that transportation is the second-largest retirement expense, accounting for $7,160 annually or 13.7% As you plan for retirement, assess your transportation needs realistically. Consider whether owning a car is essential, especially if you live in an area with good public transportation.

Retirement Planning 40

Retirement Planning Retirement Planning Financial Advisor 40

Brown Advisory

NOVEMBER 12, 2015

We also want to work consistently with you and your other advisors to improve the structure of your estate, reduce your tax liabilities, update your life, property and other insurance coverage, and find other ways to organize and optimize your financial situation.

Planning 52

Planning Taxes Distribution Medical 52

Yardley Wealth Management

DECEMBER 10, 2024

Estimate your retirement expenses, including housing, healthcare, groceries, utilities, transportation, and leisure activities, and compare them to your expected retirement income from sources such as Social Security, pensions, and retirement savings. Adjust your budget as needed to align with your financial goals and lifestyle preferences.

Retirement Planning 52

Retirement Planning Financial Advice Retirement Planning 52