MainStreet Financial Planning

MARCH 27, 2024

In an earlier post, I summarized many of the housing options people can consider in retirement. 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. You can check out the article here.

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Retirement Transportation Planning Healthcare 98

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 40

Retirement Planning Retirement Planning Risk Tolerance 40

Clever Girl Finance

SEPTEMBER 7, 2023

These are the bigger dreams that might take a few years to accomplish—think of buying a forever house, funding your child’s education without taking out student loans, or having a long and comfortable retirement. This category includes car payments, fuel, maintenance, and public transportation fares.

Budgeting 98

Budgeting Transportation Medical Insurance 98

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. Eliminate your debt.

Estate Planning 40

Estate Planning Retirement Budgeting Financial Advisor 40

Harness Wealth

JUNE 9, 2023

Crafting Your Personalized Financial Plan: A Step-by-Step Guide The Role of a Wealth Manager or Financial Planner Harness Wealth Can Help What is a Financial Plan? An effective financial plan can save you money It may seem daunting knowing the impact that taxes and inflation can have on returns over time, but there are solutions.

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Clever Girl Finance

SEPTEMBER 26, 2023

Creating a strong financial plan will help you attain your short term and long-term goals for your finances. Your plan will include: Your goals A debt payoff plan An emergency savings plan An investment plan Even an estate plan You can either use a financial planning template or get creative and make your own.

Budgeting 98

Budgeting Financial Planning Planning Electronics 98

Brown Advisory

NOVEMBER 12, 2015

Despite its long-running gridlock, Congress did in fact pass tax legislation in July, embedded in the “Surface Transportation and Veterans Health Care Choice Improvement Act of 2015” (also known as the “Highway Bill”). While tax rates were not impacted, it is still important to be aware of the changes included in the Highway Bill.

Planning 52

Planning Taxes Distribution Medical 52

MainStreet Financial Planning

OCTOBER 3, 2023

Many single mothers prioritize short term expenses, maybe putting some aside for vacations or summer activities for the kids, but struggle to save for retirement and their own future. They are often behind on retirement savings and are looking at a modest retirement income, and possibly moving someplace cheaper once they stop working.

Estate Planning 98

Estate Planning Financial Planner Insurance Retirement 98

AdvisorPR

OCTOBER 28, 2020

Estate Planning Attorneys. Money in motion is the optimal time to generate new activity for your firm, whether that means retirement, death of a loved one, career advancements, or starting a family. Local celebrities – athletes, entertainers, notable retired professionals in the community. Tax Preparers. Mortgage Brokers.

Clients 52

Clients Financial Planning Consulting Education 52

WiserAdvisor

MAY 11, 2023

Invest in a retirement account Passing on assets as inheritance can be made easy by investing in a tax-free retirement plan. Employer-sponsored tax-deferred retirement accounts, such as IRAs and 401(k)s, are among the most popular options. Also see: 17 Principles For Creating Wealth 8.

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Distribution Insurance Taxes Accounting 52

Clever Girl Finance

NOVEMBER 20, 2023

First responders will arrive and transport your loved one to a hospital. Making funeral and burial arrangements After taking care of the immediate needs after the death of a loved one, you can start planning the burial or funeral arrangements and going through the checklist when someone dies.

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Certification Accounting Insurance Banking 110