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Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

The financial planning industry is constantly undergoing change. 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.

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Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently

eMoney Advisor

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

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How to Build a Retirement Plan That Covers Your Healthcare Needs

WiserAdvisor

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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11 Financial Tips for Starting a Family

MainStreet Financial Planning

Review your health coverage. Plan for out-of-pocket costs for fertility treatments and costs to deliver your baby. Once your new dependent arrives your monthly premiums for healthcare will increase. Plan for family leave from work. Update your life and disability insurance. Get your estate plan in order.

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Five Steps to a More Effective Financial Plan

WiserAdvisor

Creating a financial plan is the first step toward achieving financial freedom. Financial plans are essential for setting your financial goals in motion. Not every financial plan stands the test of time, and multiple options can often lead you astray.

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How Much To Save For A Baby + Key Savings Tips New Parents

Clever Girl Finance

Plan for long-term baby expenses 5. Review your maternity leave and insurance coverage 6. Update your life insurance policy 8. Create or revise your estate plan 9. Plan for emergency expenses 11. The key is planning ahead to find what works best for your family. Practice living on one income 4.

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6 Financial Planning Mistakes Physicians Make

WiserAdvisor

A financial advisor can help you understand the intricacies of financial planning for physicians. Below are 6 common financial planning mistakes physicians make: Even though financially well-off, physicians tend to make several financial mistakes. Need a financial advisor?