Nerd's Eye View

MAY 3, 2024

Also in industry news this week: Large asset managers offering hybrid digital-human advice services are eating into the market share of purely human advisors, signaling that a smaller firm's ability to offer a differentiated value proposition could be a key to success in the coming years A recent study indicates that tech-forward advisory firms not (..)

Financial Planner 246

Financial Planner Healthcare Retirement Financial Advisor 246

Nerd's Eye View

FEBRUARY 3, 2025

Welcome to the February 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Insurance 130

Insurance Financial Advisor Taxes Tax Planning 130

Midstream Marketing

NOVEMBER 6, 2024

Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. When advisors share valuable content for a specific target audience, they can attract new clients and boost their online presence. It helps advisors show their thought leadership and grow their business.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

WiserAdvisor

AUGUST 31, 2023

Financial advisors play a crucial role in assisting you before your retire. They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. The benefits of having a financial advisor extend far beyond your working years.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

Ballast Advisors

SEPTEMBER 15, 2023

Medicare Supplements , also known as Medigap plans, are private insurance policies designed to fill in the gaps in coverage left by Medicare Part A and Part B, helping beneficiaries pay for out-of-pocket healthcare expenses such as deductibles, co-payments, and co-insurance. A broker can help. You may be able to change your plan.

Healthcare 97

Healthcare Medical Insurance Financial Planning 97

Nerd's Eye View

JANUARY 8, 2024

represents our current state of healthcare, in which genetic makeup and the environment play a major role in illness and disease, and where the focus of doctors lies primarily on the administration of treatments to cure and mitigate human ailments; and Medicine 3.0 In the context of the financial planning industry, whereas Financial Advice 1.0

Financial Advice 245

Financial Advice Medicine Financial Planning Estate Planning 245

Nerd's Eye View

OCTOBER 20, 2023

Also in industry news this week: The latest update on the status of the Department of Labor's proposed regulation related to fiduciary advice on retirement accounts and why the agency is referring to it as a "retirement security rule" rather than a "fiduciary rule" A report suggests that RIA M&A surged in the 3rd quarter, as large acquirers resumed (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Insurance 246

Nerd's Eye View

JULY 29, 2024

Most financial advisors strive to provide excellent client care and prioritize a systematic process to maintain regular communication with their clients both on a scheduled (e.g., annual meeting) and an "on demand" basis.

Clients 246

Clients Communication Healthcare Planning 246

WiserAdvisor

JUNE 17, 2025

Whether it is finance, technology, healthcare, entertainment, or even food, fresh trends are emerging across the board. However, it is important to note that this does not mean you no longer need a financial advisor. The role of a financial advisor is just as important as ever.

Financial Advisor 59

Financial Advisor Ethics Healthcare Investing 59

WiserAdvisor

JUNE 4, 2025

Financial advisors should take these factors into account to ensure their clients receive the right experience. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year. This brings the need to leverage these tools to personalize financial planning for each client.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59

FMG

FEBRUARY 27, 2023

We get the pleasure of building website for a variety of financial advisors, including these amazing female-led firms. The Basballe Group The Basballe Group is led by a financial advisor, Laura Basballe , and is based out of Burnsville, MN. How will I pay for healthcare? How much money do I need to retire?

Financial Advisor 98

Financial Advisor CFP Financial Planning Planning 98

WiserAdvisor

JUNE 13, 2025

Assign a power of attorney: Pick someone you trust to handle your finances or healthcare decisions if needed. Set up advance directives: Outline your healthcare wishes in case you are unable to communicate them yourself in the future. Finally, working with a trusted financial advisor can make a big difference.

Estate Planning 59

Estate Planning Taxes Retirement Healthcare 59

The Chicago Financial Planner

OCTOBER 21, 2021

Increasing healthcare costs and longer life expectancies make the hill a bit steeper to climb each year. An HSA can serve as an additional retirement savings vehicle on top of your IRA or 401(k) to help cover healthcare and other retirement expenses. The rising cost of healthcare in retirement . FINANCIAL WRITING.

Retirement Planning 193

Retirement Planning Accounting Retirement Planning 193

WiserAdvisor

MAY 22, 2025

In 2023, healthcare spending in the U.S. With medical inflation outpacing general inflation, ignoring healthcare in your retirement plan is a risk no one can afford. Factoring in retirement healthcare costs is a smart move. Below are 5 things you can do for retirement healthcare financial planning: 1.

Healthcare 59

Healthcare Retirement Planning Retirement Planning 59

Tobias Financial

MAY 11, 2023

Steadfast in our commitment to community involvement, Tobias Financial Advisors is a proud supporter of Memorial Healthcare System’s CHOP Challenge. To learn more and to register, visit: [link] The post Memorial Healthcare System: CHOP Challenge – 5/17/2023 appeared first on www.tobiasfinancial.com.

Healthcare 52

Healthcare Financial Advisor Food 52

Fortune Financial

AUGUST 8, 2023

Healthcare Costs After Retirement — Securing Your Parents’ Future Retirement is a long-awaited phase of life where individuals can enjoy the fruits of their labor and enjoy well-deserved rest. However, one significant concern that often lingers in the minds of retirees and their families is healthcare costs.

Healthcare 52

Healthcare Retirement Medical Insurance 52

Fortune Financial

AUGUST 8, 2023

Healthcare Costs After Retirement — Securing Your Parents’ Future Retirement is a long-awaited phase of life where individuals can enjoy the fruits of their labor and enjoy well-deserved rest. However, one significant concern that often lingers in the minds of retirees and their families is healthcare costs.

Healthcare 52

Healthcare Retirement Medical Insurance 52

Advisor Perspectives

SEPTEMBER 11, 2023

It’s an important time for Medicare beneficiaries to optimize their healthcare coverage and costs, and financial advisors are in the perfect position to guide clients through this crucial planning opportunity.

Healthcare 95

Healthcare Financial Advisor Clients Planning 95

NAIFA Advisor Today

OCTOBER 23, 2023

Advisor Today , the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce the winners of its 2023 4 Under 40 awards: Matthew Cloutier , CRC, RFC, of Golden Wealth Solutions ( Osaic ) in Littleton, CO, loyal member since 2022; Jennifer Lewis of Wise Medicare Insurance Solutions ( United (..)

Healthcare 98

Healthcare Insurance Financial Advisor 98

Carson Wealth

APRIL 4, 2024

This might also be a good time to begin attending meetings with your parents’ financial advisor. Some adult children are hesitant to ask to join these meetings, but let me reassure you that a good advisor will welcome your participation. And don’t forget to prioritize your own self-care and financial needs.

Management 137

Management Healthcare Medical Estate Planning 137

WiserAdvisor

DECEMBER 15, 2023

The assistance of a financial advisor can play a pivotal role in helping you accumulate and safeguard your earnings. Consider consulting with a professional financial advisor who can help you understand and employ suitable retirement investment strategies based on your income, age, and retirement expectations.

Financial Advisor 59

Financial Advisor Retirement Risk Tolerance Retirement Planning 59

Yardley Wealth Management

NOVEMBER 12, 2024

Work with an estate planning attorney to develop a comprehensive plan that includes a will, powers of attorney, trusts, and healthcare directives. Teach Financial Literacy Financial literacy is a gift that will serve your children throughout their lives.

Financial Planning 52

Financial Planning Planning Estate Planning Education 52

Yardley Wealth Management

FEBRUARY 4, 2025

Tax Strategies for High-Income Earners in 2025.

Taxes 52

Taxes Wealth Management Healthcare Retirement 52

Zoe Financial

FEBRUARY 24, 2025

Sector Performance : Energy, healthcare, and communication services are outperforming; technology and consumer discretionary sectors are underperforming. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Find your financial advisor matches. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Healthcare Taxes 52

WiserAdvisor

APRIL 12, 2024

The role of a financial advisor is indispensable in today’s world. These professionals serve as trusted guides, helping individuals understand the intricacies of investment, wealth management, and financial planning to achieve their long-term goals. How to determine a good financial advisor-to-client ratio?

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

WiserAdvisor

FEBRUARY 29, 2024

Working with a financial advisor can significantly enhance your chances of retiring with more wealth. According to the National Study of Millionaires, nearly 7 out of 10 millionaires attribute their success, in part, to partnering with an investment professional or financial advisor. However, there is good news.

Financial Advisor 45

Financial Advisor Retirement Asset Allocation Risk Tolerance 45

WiserAdvisor

APRIL 16, 2025

Financial planning can be cumbersome and take a lot of your time. However, a financial advisor can help you overcome financial challenges and offer professional guidance beyond just picking stocks and bonds. Below are 6 reasons why you may need a financial advisor: 1.

Financial Advisor 40

Financial Advisor Asset Allocation Financial Planning Retirement Planning 40

Clever Girl Finance

APRIL 22, 2025

These include sectors like healthcare, food, repair services, and childcare. These businesses typically operate in industries like healthcare, food, repair services, and personal care. If you’re looking for good businesses to start in a bad economy, the healthcare industry makes the list.

Economy 69

Economy Food Healthcare Economics 69

Carson Wealth

OCTOBER 3, 2024

While some costs, like commuting or work-related expenses, may decrease, other areas, like healthcare and leisure activities, may rise. Creating a detailed budget that includes housing, food, transportation, travel, medical expenses and fun activities will help you understand what your financial needs will be.

Retirement 96

Retirement Healthcare Retirement Planning Taxes 96

WiserAdvisor

MAY 29, 2025

A financial advisor can guide you on how to optimize your investments to build wealth and financial stability. These companies are often stable, established businesses in industries like utilities, consumer goods, and healthcare. The longer your money stays invested, the greater the exponential growth.

Accounting 59

Accounting Wealth Accumulation Investments Investing 59

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.

Medical 52

Medical Financial Advisor Estate Planning Healthcare 52

James Hendries

SEPTEMBER 25, 2022

Review Your Healthcare Options. If you’re retiring after age 65, you may qualify for Medicare—government-sponsored healthcare coverage available to those who have paid FICA taxes during their working years. To determine which investment(s) may be appropriate for you, consult your financial professional prior to investing.

Retirement 98

Retirement Medical Healthcare Budgeting 98

Integrity Financial Planning

AUGUST 16, 2023

4] The kinds of properties in a REIT can include: data centers apartment complexes hotels infrastructure healthcare facilities office buildings and many other income-generating properties [5] Most REITs focus on a specific sector or kind of property. [6] Historically, REITs became available as an investment option to the public in 1960. [3]

Investing 96

Investing Investments Financial Advisor Healthcare 96

Walkner Condon Financial Advisors

SEPTEMBER 10, 2024

Health Savings Accounts (HSA) were introduced in 2003 as a means to both reduce overall healthcare spending and encourage Americans to save for increasing healthcare expenses. Learn about the important variables to consider when opening an HSA with Walkner Condon Financial Advisors.

Accounting 52

Accounting Healthcare Financial Advisor 52

Indigo Marketing Agency

APRIL 23, 2020

Marketing In A Crisis For Financial Advisors (Free Webinar). The hardest part of getting new clients as a financial advisor is the lack of urgency that people have when it comes to their financial plan. She works closely with several of Barron’s Top 100 Financial Advisors to grow their AUM using digital marketing.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

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? This blog explores the strengths and limitations of employing ChatGPT vs. a financial advisor when planning for retirement.

Retirement Planning 40

Retirement Planning Financial Advisor Retirement Planning 40

WiserAdvisor

DECEMBER 18, 2023

You’ll also need to make a realistic projection of your retirement expenses, considering essential costs like housing, healthcare, and daily living expenses. Consider consulting with a professional financial advisor who can help devise a customized plan based on your financial needs and goals.

Retirement 81

Retirement Retirement Planning Risk Tolerance Healthcare 81