Yardley Wealth Management
JANUARY 21, 2025
Retirement Planning Retirement planning is one area where talking to a financial planner proves particularly worthwhile. They develop comprehensive strategies addressing savings targets, retirement timing, Social Security optimization, healthcare costs, and estate planning – crucial elements that might be overlooked when planning alone.
Nationwide Financial
FEBRUARY 7, 2023
Worries about Social Security funding, rising healthcare costs and higher taxes also scored among the top stressors for Black Americans when planning for retirement. While 61% of Black consumers currently working with a financial professional want to work with one who shares their racial background, only 38% are actually able to do so.
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Integrity Financial Planning
MAY 12, 2023
If you predict that you may need in-home care or you think that someone you care about might need in-home care, we can provide financial guidance to help you consider your options. Click HERE to sign up with us at Integrity Financial Planning to talk with one of our experts about finances for aging individuals. [1-5]
eMoney Advisor
FEBRUARY 9, 2023
Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional.
Good Financial Cents
AUGUST 5, 2023
It should come as no surprise that a disproportionate number of those are in the healthcare field, typically doctors of one type or another. appeared first on Good Financial Cents®. For example, it will be much easier to save 20% or 30% of a $150,000 salary than it will be with a $75,000 salary.
WiserAdvisor
JULY 27, 2023
Consider factors such as healthcare expenses, inflation, and potential changes in lifestyle. This personalized touch and the ability to adapt advice based on evolving life circumstances make human financial advisors invaluable in providing truly comprehensive and nuanced financial guidance to their clients.
WiserAdvisor
JANUARY 23, 2024
It is an integral part of understanding the client’s financial landscape and tailoring strategies that align with their needs. Financial advisors play a pivotal role in helping clients navigate a spectrum of financial matters, from budgeting and investments to healthcare and retirement planning.
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