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.

Estate Planning 59

Estate Planning Taxes Retirement Healthcare 59

Yardley Wealth Management

FEBRUARY 4, 2025

In this comprehensive guide, we’ll explore proven strategies to help you minimize tax liability while staying compliant with current regulations.

Taxes 52

Taxes Wealth Management Healthcare Retirement 52

International College of Financial Planning

JULY 20, 2022

Identification of life, medical, householders, auto and other property and liability risk exposures. Medical insurance. CFP course helps to create professionals who are skilled in the field of Financial Planning, Investment Planning, Consultation Solutions, Personal Finance, etc. Legal principles in insurance.

Risk Analysis 52

Risk Analysis Certification CFP Certified Financial Planner 52

Clever Girl Finance

JANUARY 22, 2024

They can also help you determine which accounts are best to hold any savings that you don’t want to put into investments. Update or create your estate plan If you don’t already have an estate plan , now would be a great time to create one. You should update or create an estate plan to reflect the change.

Management 98

Management Certified Financial Planner Financial Planner Taxes 98

Brown Advisory

DECEMBER 4, 2017

The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics. Continue annual gifting plans through annual exclusions, tuitions or medical expenses. Since last year’s U.S.

Planning 52

Planning Taxes Clients Tax Planning 52

WiserAdvisor

JANUARY 3, 2024

Consider consulting with a financial advisor who can help create a suitable investment portfolio for attaining your retirement goals. This article aims to offer insights into retirement investment planning that can empower you to build a nest egg that can pave the way to a financially secure and fulfilling retirement.

Retirement 52

Retirement Portfolio Investments Investing 52

WiserAdvisor

JANUARY 16, 2024

When planning for retirement, you must prioritize your health by factoring in potential medical expenses. Consider Medicare options, supplemental insurance, and potential out-of-pocket costs for medications and treatments. Beyond retirement, 401(k) plans can play a crucial role in estate planning, too.

Retirement Planning 40

Retirement Planning Retirement Planning Risk Tolerance 40