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Why Health Savings Accounts (HSAs) Aren’t Always Worth The ‘Triple Tax Savings’ Advantage

Nerd's Eye View

Which means that financial advisors, with their knowledge of clients' personal and financial circumstances, are uniquely positioned to evaluate these tradeoffs and help clients balance healthcare costs and savings to align with their financial plans.

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#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

Nerd's Eye View

Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).

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#FA Success Ep 359: Building A Financial Planning Assessment To Show Clients Progress And Value Over Time, With Eric Miller

Nerd's Eye View

What's unique about Eric, though, is how he leverages a custom-built financial planning assessment he calls their Financial Prosperity Index, which he gives to both prospective and ongoing current clients so that they can better understand their financial health, target the financial planning domains where clients need the most help, and even more (..)

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Wealth Tech Startup for Doctors Raises $200 Million, Eyes M&A

Wealth Management

Earned Wealth, founded in 2021, offers medical professionals advice on financial planning, tax planning, wealth management and investing on one interconnected platform.

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The Healthy Advisor: Getting Past the Seven-Year Fog with Dr. Preston Cherry

Wealth Management

The founder of Concurrent Financial Planning opens up about his challengesbankruptcy, self-medicating behaviors and racial microaggressionsall while searching for balance, healing and true fulfillment.

Medical 257
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Securing Your Legacy: Financial Planning Tips for Your Children’s Future

Yardley Wealth Management

The post Securing Your Legacy: Financial Planning Tips for Your Children’s Future appeared first on Yardley Wealth Management, LLC. Securing Your Legacy: Financial Planning Tips for Your Children’s Future Introduction As parents, one of our greatest goals is to ensure our children’s future financial well-being.

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Why Should You Care About Financial Planning?

Workable Wealth

Financial planning can take your money game up a notch by bringing clarity, strategy, and intention to your financial life. A healthy financial plan gives you the tools to take control of your finances and start living your life with passion, purpose, and freedom. So what’s the value of a financial plan?