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Is Talking to a Financial Planner Worth It? Exploring the Benefits of Financial Planning

Yardley Wealth Management

The post Is Talking to a Financial Planner Worth It? Exploring the Benefits of Financial Planning appeared first on Yardley Wealth Management, LLC. Is Talking to a Financial Planner Worth It? ” This question crosses the minds of many people as they navigate their financial journey.

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Healthcare Costs Can Shock Retirees

MainStreet Financial Planning

Spend a huge amount of their savings on healthcare premiums and deductibles/co-payments? As financial planners, we encourage our clients and readers to plan ahead. Latest estimates for retiree healthcare expenses exceed $243,000 over a retiree couple’s lifetime. Apply for government benefits like Medicaid?

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Three Things: Are You Rich?

Discipline Funds

I often note that modern day necessities like cars, phones or even basic healthcare, would have been luxuries for anyone living 100 years ago. We are unhappy about our healthcare, the cost of (our increasingly gigantic) homes, the quality of our (abundant) food and many other things that previous generations couldn’t dream of having.

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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

So I read a crazy stat that in the state of Pennsylvania, if you are a certified financial planner, 93% odds that you work for Vanguard is, can that possibly be correct? And I do think that there is a place for private assets in that, but that’ll be up to the current team to decide.

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Weekend Reading For Financial Planners (December 14–15)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study indicates that surveyed advisory firms that raised their fees in the last year saw almost identical 97% client retention rates as firms that lowered their fees (with the firms raising their fees bringing (..)

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Weekend Reading For Financial Planners (May 4-5)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that nearly a third of advisors in the independent broker-dealer channel have considered transitioning to the RIA channel during the past year as they seek higher payouts and not just "independence" but (..)

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Weekend Reading For Financial Planners (Aug 13-14)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the U.S.