eMoney Advisor

FEBRUARY 9, 2023

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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Carson Wealth

OCTOBER 24, 2024

Retiring abroad can be a dream come true for many Americans, offering the opportunity to explore new cultures, enjoy different climates, and potentially stretch retirement savings. But moving to a new country involves significant financial planning. Medicare generally does not provide coverage outside the U.S.,

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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.

Retirement Planning 95

Retirement Planning Retirement Financial Planning Planning 95

Your Richest Life

JUNE 14, 2024

Will you be supporting anyone else during your retirement? Physician Retirement Planning: What will your expenses really look like? Odds are you are not actually going to need $200k to live on once you retire. You might have to pay more for healthcare, travel expenses, retirement home fees, etc.,

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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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Clever Girl Finance

APRIL 22, 2025

Financial planning services 12. These include sectors like healthcare, food, repair services, and childcare. These businesses typically operate in industries like healthcare, food, repair services, and personal care. Demand is likely to continue as more and more people in the Boomer generation reach retirement.

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MainStreet Financial Planning

MARCH 14, 2024

Explore Tax-Advantaged Accounts: One way to lower your tax burden is to take advantage of your employer’s retirement plan if they have one by contributing pre-tax dollars into your 401(k) or 403(b). appeared first on MainStreet Financial Planning. What can you learn from your latest tax return?

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MainStreet Financial Planning

OCTOBER 24, 2024

In today’s world of rising healthcare costs, it’s essential to find smart financial tools that can help manage expenses while also supporting long-term goals. This makes HSAs a great tool for both short-term healthcare costs and long-term financial planning.

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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

OCTOBER 31, 2023

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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Your Richest Life

NOVEMBER 26, 2024

Healthcare costs, assisted living, travel and general living expenses are all important retirement considerations, and your 401(k) might not stretch enough to cover those costs for as long as you need them to. Catch-up contributions and additional retirement savings vehicles, like IRAs, can help you increase your retirement savings.

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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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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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Park Place Financial

JANUARY 9, 2023

FINANCIAL PLANNING Tax and Financial Planning Ideas For 2023 Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you have been contemplating making more defined financial decisions, the New Year can be the ideal time to turn that aspiration into a resolution. Health Savings Accounts .

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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.

Retirement Planning 52

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Yardley Wealth Management

MARCH 1, 2022

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments.

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Yardley Wealth Management

MARCH 1, 2022

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning. In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. . But tax planning isn’t just for your investments.

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Integrity Financial Planning

OCTOBER 7, 2022

You may also want to consider if your second house is close to a hospital or other healthcare facility. If you think a second home is part of your retirement plan, talk to us before making the big decision. We can help you assess your financial situation and weigh the pros and cons. The Investment Aspect.

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Integrity Financial Planning

OCTOBER 19, 2023

You can use this online tool to help you find plans. [2] 2] You can also call 1-800-MEDICARE to find out which plans are in your area. [2] 2] But before choosing a plan, make sure that it aligns with your financial situation and is the best fit for you personally. appeared first on Integrity Financial Planning, Inc.

Medical 96

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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.

Retirement Planning 52

Retirement Planning Retirement Planning Budgeting 52

Yardley Wealth Management

FEBRUARY 4, 2025

Tax Strategies for High-Income Earners in 2025.

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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.

Accounting 98

Accounting Healthcare Taxes Planning 98

Park Place Financial

MARCH 10, 2022

FINANCIAL PLANNING 4 Financial Strategies to Leverage if your Portfolio is Worth Millions Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Financial planning investment strategies can be found at every corner of the Internet, but not all advice applies to every person.

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Portfolio Certified Financial Planner Financial Planner Healthcare 52

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

JULY 3, 2023

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?

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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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Nationwide Financial

MARCH 13, 2023

By taking a holistic approach to financial planning, you can help your clients manage their debt effectively and work toward building financial security. Here are three things financial professionals can do to help their clients deal with debt management: 1.

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FMG

FEBRUARY 27, 2023

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. and “How do you help clients implement their financial plans?”

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Nationwide Financial

FEBRUARY 7, 2023

In recognition of Black History Month, we are highlighting the connections between wealth and well-being among Black consumers with a focus on raising awareness of the persistent gaps in financial planning and the links between financial health and personal well-being.

Retirement 102

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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

Park Place Financial

SEPTEMBER 30, 2022

Retirement Planning How to Calculate How Much You Need to Retire Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. While many financial experts discuss specific percentages people should aim for to have a fulfilling retirement, the ultimate retirement income formula does not exist.

Retirement 52

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Integrity Financial Planning

MAY 4, 2022

Knowing how much you’re spending helps make a better retirement plan and ensure you have the money you need for as long as you live. Similarly, with retirement, you probably are underestimating just how much you’ll spend. The post How to Save and Plan During Inflation appeared first on Integrity Financial Planning, inc.

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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

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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.

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MainStreet Financial Planning

DECEMBER 19, 2022

If your retirement assets are in a 401(k) or other similar retirement plan, you will need to transfer the money to a Rollover IRA before you can use this strategy. I love sharing my time, talents and treasure with Mainsprings, Haiti Healthcare Partners, Savvy Ladies, and a few other charities. Open a donor-advised fund.

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Integrity Financial Planning

OCTOBER 12, 2023

1] Therefore, incorporating such possibilities into your post-retirement plan might be something to consider and monitor closely. Individuals lacking the resources or a structured plan for their long-term care needs may find themselves dependent on relatives for help. [1] appeared first on Integrity Financial Planning, Inc.

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