WiserAdvisor

DECEMBER 1, 2023

It is precisely these challenges that make the role of a financial advisor indispensable for physicians. Financial advisors for medical professionals can offer a tailored approach to managing unique financial landscapes. This can lead to financial instability in the long run.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Gen Y Planning

JULY 1, 2023

Essentially, an emergency fund is a separate savings account you rarely touch unless (you guessed it) you experience a financial emergency. What counts as an emergency is up to you, but it might be a sudden job loss, major home repair, unexpected medical bill, car repair, you name it.

Financial Planning 52

Financial Planning Budgeting Insurance Coverage Insurance 52

MainStreet Financial Planning

JUNE 2, 2022

Without sufficient insurance coverage, a homeowner is at risk of having to pay out of pocket to rebuild their home after a disaster. Here are the 8 types of insurance coverage that you will want to review to see if you have sufficient coverage for your home. Replacement cost coverage (aka “Dwelling”).

Insurance Coverage 52

Insurance Coverage Insurance Medical Financial Planner 52

Carson Wealth

DECEMBER 27, 2023

By Ryan Egolf, EA, Senior Tax Planner As the New Year quickly approaches, it’s time to put a bow on your 2023 financial plan. While this is by no means an exhaustive or comprehensive list of financial planning tools, these three broad areas will get you headed in the right direction.

Planning 89

Planning Retirement Planning Insurance Taxes 89

Fortune Financial

FEBRUARY 28, 2023

An HSA is a type of savings account that lets you set aside money on a pre-tax basis to pay for qualified medical expenses, according to the U.S. It’s designed to help people with high-deductible insurance plans pay their out-of-pocket medical costs, but can also be surprisingly effective as a retirement savings tool.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

Harness Wealth

DECEMBER 19, 2022

Whether you’re looking to get married , start a family , or planning for your estate , it makes good sense to take a closer look at your financial situation and how that might change after a big life event. It’s never too early to start building a better financial future for yourself. .

Taxes 52

Taxes Insurance Coverage Assets Financial Planning 52

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. Imagine facing a sudden job loss.

Financial Planning 59

Financial Planning Planning Medical Retirement 59

Workable Wealth

NOVEMBER 11, 2020

But building a balanced meal plan takes more time and effort to accomplish. The same is true for a healthy financial plan. Not every financial planning task is exciting and groundbreaking, but each step secures your goals and vision for the future. Your coverage level is unique to you and your situation.

Estate Planning 52

Estate Planning Insurance Financial Planning Planning 52

Fortune Financial

SEPTEMBER 29, 2022

However, this thought can be unrealistic if you are still paying on a mortgage, or if any unexpected medical expenses arise. One major financial factor to consider is that longer lifespans tend to increase medical-related expenses during retirement years.

Retirement 52

Retirement Portfolio Retirement Planning Investing 52

Clever Girl Finance

JANUARY 4, 2024

Builds generational wealth Yup, life insurance is one way in which people transfer their legacies and create generational wealth. Having life insurance is a foundational element when learning how to make a financial plan. So, a life insurance policy can be a major asset to pass on to your children or other dependents.

Insurance 59

Insurance Retirement Taxes Medical 59

Carson Wealth

DECEMBER 7, 2022

Your financial planning needs get more complex than in your 20s. If you’re under significant debt pressure, consider talking with a Certified Financial Planner Professional or an Accredited Financial Counselor who specializes in consumer credit and debt management.   . Establishing Appropriate Insurance Coverage  .

Financial Planner 52

Financial Planner Insurance Retirement Planning Retirement 52

Clever Girl Finance

JANUARY 4, 2024

Builds generational wealth Yup, life insurance is one way in which people transfer their legacies and create generational wealth. Having life insurance is a foundational element when learning how to make a financial plan. So, a life insurance policy can be a major asset to pass on to your children or other dependents.

Insurance 52

Insurance Retirement Taxes Medical 52

Cordant Wealth Partners

DECEMBER 2, 2022

Severance (or layoff) packages at Intel have three main components: Income, Medical, and Stock. Tax planning for a transition out of Intel is critical. As part of your separation package at Intel, it’s typical to get a year of COBRA which pays for continued health insurance coverage and allows you to stay on your Intel plan.

Planning 52

Planning Retirement Taxes Accounting 52

WiserAdvisor

JANUARY 10, 2023

This article discusses 6 New Year financial resolutions that you can consider adopting to help you build a safer and more secure financial strategy for 2023. This is financial planning 101. The fund can help meet any financial or medical emergency if you fall sick, or lose your job or insurance.

Estate Planning 52

Estate Planning Retirement Financial Advisor Budgeting 52

Clever Girl Finance

OCTOBER 13, 2022

You’ll also have to add in the cost of your car insurance deductible when calculating the cost of your repairs. Medical emergency. Data from the Kaiser Family Foundation (KFF) highlights that around 41% of American adults have debt from medical or dental bills. Indirect costs of medical financial emergencies.

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Medical Insurance Estate Planning Accounting 73

Good Financial Cents

OCTOBER 24, 2022

The company offers accidental death policies, free will preparation, and the ability to set up 529 college savings plans for your children. The application process takes about 10 minutes, can result in immediate approval, and generally does not require a medical examination. require a life insurance policy in a hurry.

Insurance 52

Insurance Medical License Insurance Coverage 52

Carson Wealth

AUGUST 4, 2022

Oh, and it doesn’t account for things like over-the-counter medications, dental care or long-term care costs. . Another option is adding insurance coverage that can help pay for some of the more significant health events. Here are two of the more standard coverage options that people can choose from. .

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Retirement Insurance Insurance Coverage Taxes 98

Fortune Financial

JULY 12, 2023

While the COLA specifically affects Social Security benefits, it can also influence retirees’ overall financial situation , including their ability to afford out-of-pocket expenses, insurance premiums, medications and long-term care expenses. Scan the QR code below to connect with us.

Healthcare 52

Healthcare Retirement Budgeting Financial Advisor 52

Fortune Financial

JULY 12, 2023

While the COLA specifically affects Social Security benefits, it can also influence retirees’ overall financial situation , including their ability to afford out-of-pocket expenses, insurance premiums, medications and long-term care expenses. Scan the QR code below to connect with us.

Healthcare 52

Healthcare Retirement Budgeting Financial Advisor 52