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.

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Harness Wealth

JANUARY 29, 2025

Get started Harness makes it easy to find tax and financial advisors best suited to your needs. Harness makes it easy to find tax and financial advisors best suited to your needs. Using an HSA, individuals can lower their current tax liability while growing their savings for future healthcare needs.

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Taxes Medical Distribution Tax Planning 52

WiserAdvisor

JUNE 27, 2025

To show you what’s possible and what’s necessary, if early retirement is something you want to pursue seriously. Even if you don’t plan to retire unusually early, starting your retirement planning now can dramatically improve your options later. What’s the earliest you can retire? That takes planning.

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FMG

FEBRUARY 13, 2025

Bring in an expert to speak on topics like retirement planning, tax strategies, sustainable investing, or market insights. Key Strategies for Webinar Success Collaborate with Experts : Partnering with subject matter experts (SMEs) and centers of influence (COIs) can help attract a larger audience.

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Yardley Wealth Management

JUNE 25, 2025

Retirement portfolios are typically divided into three broad categories based on their tax characteristics: Taxed Pre-tax Post-tax Before reviewing the specifics of each category, remember that this blog is intended for informational purposes only and is not a substitute for personalized financial advice. There are a few exceptions.

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FMG

FEBRUARY 13, 2025

Bring in an expert to speak on topics like retirement planning, tax strategies, sustainable investing, or market insights. Key Strategies for Webinar Success Collaborate with Experts : Partnering with subject matter experts (SMEs) and centers of influence (COIs) can help attract a larger audience.

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Clients Planning Education Communication 52

WiserAdvisor

JUNE 11, 2025

If you are unsure how this impacts your personal retirement strategy, you can also consult a financial advisor to understand the impact of tariffs on the stock market and how you can protect yourself. How do tariffs affect retirement savings and 401(k) , and what can you do about it 1.

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WiserAdvisor

JUNE 26, 2025

What many underestimate (often drastically) is the size of the piece of that plan that should be devoted to healthcare. Retirement is no longer just about 401(k)s and Social Security. This article is a deep dive into healthcare costs in retirement. Healthcare in retirement isn’t a single bill.

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Yardley Wealth Management

DECEMBER 10, 2024

The post Strategic Retirement Planning Guide for Single Women: Expert Financial Advice appeared first on Yardley Wealth Management, LLC. Without a partner to rely on for financial support, single women must take proactive steps to ensure a secure and comfortable retirement.

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Carson Wealth

MAY 8, 2025

It takes consistent saving, smart decision-making, and a retirement strategy tailored to your goals. The earlier you start planning, the more confident you can feel about your future. These 10 practical retirement planning tips can help you build the financial foundation you need for the next chapter of your life.

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Retirement Retirement Planning Taxes Distribution 71

The Chicago Financial Planner

OCTOBER 21, 2021

Saving for retirement is a major undertaking for most of us. Increasing healthcare costs and longer life expectancies make the hill a bit steeper to climb each year. Health savings accounts (HSA) provide another vehicle to save for retirement. The rising cost of healthcare in retirement . FINANCIAL WRITING.

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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 (..)

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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.

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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. You may be able to change your plan.

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FMG

FEBRUARY 27, 2023

We get the pleasure of building website for a variety of financial advisors, including these amazing female-led firms. Retire Secure Financial Planning Managing Principal Nancy Tani, CFP®, JD, MBA , Retire Secure Financial Planning is a financial planning and investment management firm serving the greater Chicago area.

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WiserAdvisor

NOVEMBER 14, 2023

Retirement planning is an essential aspect of financial security, especially as one transitions from a phase of regular income to relying on savings and investments. With increased life expectancy, the modern retirement plan may need to account for not only a longer life but also for the increased expectations during this phase.

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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.

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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.

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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? Personalized guidance, empathy, and a deep contextual understanding are integral to effective retirement planning.

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Integrity Financial Planning

NOVEMBER 1, 2022

It doesn’t factor in your healthcare coverage situation, it isn’t designed to avoid the 3 strikes of tax planning , and it doesn’t account for the location and liquidity of your wealth and savings. However, the 4% Rule may be used as a conversation starter with your financial advisor on how to turn your savings into income.

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Retirement Planning Retirement Financial Planning Tax Planning 95

WiserAdvisor

SEPTEMBER 13, 2022

The average retirement age in America is 63. However, it may still be advised to start planning your retirement as soon as you can. Retirement planning is a long process. It can take several years to understand your future needs and accumulate enough savings to prepare for a financially secure retirement.

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WiserAdvisor

DECEMBER 18, 2023

The answer to “how much you need to retire” is shaped by various factors, including the kind of retirement life you dream of, your age, and the expenses you anticipate during your retirement years. Retirement planning is not just about reaching a target savings number. Need a financial advisor?

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Retirement Retirement Planning Risk Tolerance Healthcare 81

WiserAdvisor

DECEMBER 15, 2023

While the prospect of accumulating sufficient retirement income may appear daunting, hiring a professional can be beneficial. The assistance of a financial advisor can play a pivotal role in helping you accumulate and safeguard your earnings. How do financial advisors help in retirement income accumulation?

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Financial Advisor Retirement Risk Tolerance Retirement Planning 59

Park Place Financial

NOVEMBER 29, 2022

Retirement Planning 5 Ways to Catch Up on Retirement Planning Later in Life Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Retirement is a significant investment, which is why so many financial experts recommend establishing goals and starting when still a younger adult.

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Carson Wealth

OCTOBER 3, 2024

Create a Post-Retirement Budget Many people underestimate how much they will need to cover living expenses in retirement. While some costs, like commuting or work-related expenses, may decrease, other areas, like healthcare and leisure activities, may rise.

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Retirement Healthcare Retirement Planning Taxes 96

WiserAdvisor

SEPTEMBER 14, 2022

The average retirement age in America is 63. However, it may still be advised to start planning your retirement as soon as you can. Retirement planning is a long process. It can take several years to understand your future needs and accumulate enough savings to prepare for a financially secure retirement.

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Retirement Planning Retirement Planning Budgeting 52

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.

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WiserAdvisor

OCTOBER 4, 2022

Retirement planning can be a bit complex. There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession planning, tax planning, and more. However, the main drawback to this can be the lack of foresight regarding what and how to plan.

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WiserAdvisor

JANUARY 16, 2024

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. Based on these factors, you can develop a solid financial strategy that aligns with your lifestyle and future goals. of overall expenses in the BLS report.

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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?

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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.

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MainStreet Financial Planning

JUNE 23, 2023

The beneficiary may only make this contribution if they are not participating in any employer sponsored retirement plan. The current tax law also allows for a rollover from a 529 plan to an ABLE account up to the annual limit amount. Qualified Disability Expenses : ABLE accounts provide flexibility in how the funds can be used.

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Accounting Taxes Healthcare Planning 98

WiserAdvisor

FEBRUARY 19, 2024

Blind spots in retirement planning are those aspects that are often overlooked, either intentionally or subconsciously. From seemingly harmless low-interest debt to underestimating the emotional impact of transitioning out of the workforce, various factors can disrupt your peace of mind during your retirement years.

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Retirement Retirement Planning Healthcare Estate Planning 66

Fortune Financial

JULY 12, 2023

Watch to Learn More About Calculating Annual Social Security COLA How COLA Affects Cash Flows for Retirees Rising Healthcare Costs The steep reduction in the cost of living adjustment for 2024 can have an indirect impact on healthcare costs for retirees.

Healthcare 52

Healthcare Retirement Budgeting Retirement Planning 52

Fortune Financial

JULY 12, 2023

Watch to Learn More About Calculating Annual Social Security COLA How COLA Affects Cash Flows for Retirees Rising Healthcare Costs The steep reduction in the cost of living adjustment for 2024 can have an indirect impact on healthcare costs for retirees.

Healthcare 52

Healthcare Retirement Budgeting Retirement Planning 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. We’re going to talk about how to market during a crisis for financial advisors.

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Nationwide Financial

MARCH 13, 2023

As a financial professional, one of the most important things you can do for your clients is to help them manage their debt effectively and work toward building financial security. As a financial advisor, you can help clients develop a realistic budget that considers their income, expenses, and debt repayment obligations.

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