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. Keep in mind, not everyone needs life insurance.

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Zoe Financial

JUNE 20, 2025

For high-net-worth individuals, continuously refining your strategy over time is what keeps your plan efficient and aligned with evolving goals. At Zoe Financial, we’ve seen firsthand how proactive planning with a fiduciary advisor helps individuals protect and grow their wealth across generations.

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WiserAdvisor

JUNE 13, 2025

Keeping it safe, growing it wisely, and using it to support your future takes careful planning. It plays a crucial role in helping people achieve financial stability, prepare for retirement, and leave a lasting legacy for their families. Yet even the best financial plans can stumble. Yet, many people put it off.

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Yardley Wealth Management

FEBRUARY 4, 2025

From maximizing deductions to managing capital gains, we’ll cover everything you need to know about smart tax planning. It’s triggered by large deductions, multiple dependents, or significant capital gains, requiring careful planning of deductions and income recognition. Click here and contact us for more information.

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Your Richest Life

MAY 20, 2025

From shifting policies and trade tensions, to rising prices and inflation, many people are finding it difficult to manage their finances and plan for the future. Just like you book regular check-ups for your body, scheduling check-ins for your mental health should be another part of your wellness plan.

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WiserAdvisor

JUNE 24, 2025

After all, that is what a solid financial plan is all about. Whether it is a job loss or a medical emergency, the fund acts like a safety net, so you do not have to rely on high-interest debt. Instead, you could consider taking your Social Security benefits earlier than planned.

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Yardley Wealth Management

OCTOBER 29, 2024

The post Planning for Life’s Unexpected Events: Why Preparedness is Key appeared first on Yardley Wealth Management, LLC. From sudden job loss and medical emergencies to natural disasters and unexpected expenses, unexpected events can impact our lives and financial well-being.

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Harness Wealth

FEBRUARY 5, 2025

Additionally, Neil secured a long-term property lease in Mexico, with plans to eventually purchase a property. tax on their income, making financial planning even more important. While some cities offer excellent medical facilities, rural areas may lack specialized care or require additional travel for treatment.

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WiserAdvisor

JUNE 27, 2025

Start planning early. Yet far too many professionals delay the planning process. Even if you don’t plan to retire unusually early, starting your retirement planning now can dramatically improve your options later. A bridge plan for health insurance (since Medicare only begins at 65). And the best way to do that?

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Random Roger's Retirement Planning

MARCH 15, 2025

The example assumes no sort of serious medical or family calamity that altered your financial plan, life happens that way sometimes. If you're 81 and can no longer meet your income need from your portfolio, that is what matters.

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WiserAdvisor

JULY 7, 2025

There are several types of IRAs, such as Traditional, Roth, Simplified Employee Pension (SEP), and Savings Incentive Match Plan for Employees (SIMPLE). But if you are planning to take money out from a Roth IRA before you turn 59½, there would still be some cuts. First off, let’s clear up some confusion. There are also no RMDs.

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Carson Wealth

NOVEMBER 14, 2024

Planning for long-term care (LTC) ensures that you or your loved ones will have access to the support needed, while avoiding financial strain. Below, we’ll explore some common questions about long-term care, including who will need it, the associated costs, and how you can plan more effectively. What Is Long-Term Care?

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Financial Symmetry

APRIL 22, 2025

Market volatility is never comfortable, but with the right mindset and a thoughtful plan, you can face downturns not as a victim, but as an opportunist. Start With Your Financial Plan: What Can You Control? Now is also a good time to consider whether you might need to support adult children or help with family medical expenses.

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WiserAdvisor

JULY 4, 2025

Medical Savings Accounts (MSA) c. Health flexible spending cafeteria plans So, how can you take advantage of these new 2025 tax brackets and other changes? Estate tax credits and gift tax exclusion Let’s talk estate planning for a moment. State tax a. Child tax credit b. Foreign earned income exclusion d.

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International College of Financial Planning

JUNE 23, 2025

Whether it’s credit card dues, a gold loan taken during a medical emergency, or an EMI on a personal loan, debt can feel like a constant weight on your shoulders. It is best suited for people who are financially disciplined and prefer to follow a plan based on numbers. The good news? What is the Snowball Method?

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Financial Symmetry

APRIL 28, 2025

When it comes to estate planning, there are many pieces to ensure that your heirs and loved ones are taken care of and have a clear understanding of your wishes. Any estate planning professional would tell you that the more you do while you are still living, the better.

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WiserAdvisor

JUNE 26, 2025

Most professionals approaching retirement know they need a plan. What many underestimate (often drastically) is the size of the piece of that plan that should be devoted to healthcare. It’s about protecting yourself from unpredictable, rising medical expenses that could quietly dismantle even the most disciplined savings strategy.

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NAIFA Advisor Today

MAY 12, 2025

He has built a long-standing relationship with the association and a career dedicated to serving others through thoughtful financial planning and advocacy. Melvin now leads Financial Partners , where his passion lies in the design of comprehensive benefit plans, including medical, dental, disability, and life insurance.

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MainStreet Financial Planning

JANUARY 17, 2025

Keep a journal with a timeline from the date of the fire to the present day, documenting expenses for food, shelter, clothing, medications, and transportation. Medications contact your doctor and local pharmacy if you need refills on prescriptions. When it is safe for you to return to your property, take videos and photos.

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Carson Wealth

JUNE 26, 2025

Retirement-related behavioral and financial changes raise many tax planning questions and opportunities. However, some people have not had or not taken the opportunity to save on their own, and guaranteed retirement pensions are becoming an endangered species, replaced by other plans like 401(k)s.

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Carson Wealth

JULY 10, 2025

Yet employee benefits are about more than just securing your family’s health or having the freedom to take time off from work—they also play a critical role in your long-term financial planning. High-deductible plans often include Health Savings Accounts (HSAs), which can be a surprising retirement planning tool if utilized properly.

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Nerd's Eye View

DECEMBER 6, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that President-elect Trump plans to nominate former Securities and Exchange Commission (SEC) Commissioner Paul Atkins as the next SEC chair, replacing Gary Gensler.

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WiserAdvisor

JULY 1, 2025

Estate planning is not just for the wealthy; it is essential for anyone who wants to ensure their assets are managed and distributed according to their wishes. Whether you own an elaborate portfolio or a single family home, having a comprehensive plan in place can protect your legacy and provide peace of mind for your loved ones.

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Yardley Wealth Management

NOVEMBER 26, 2024

However, navigating maternity leave benefits can be complex, and many parents struggle to maximize this time while ensuring financial security for their family. Plan Ahead Planning ahead is crucial for maximizing maternity leave benefits and ensuring a smooth transition into parenthood.

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MainStreet Financial Planning

JUNE 2, 2025

There are several options for health care coverage prior to Medicare, and most are costly in comparison to employer-provided plans, where premiums are shared with an employer. Private – Going directly to an insurer for an individual medical plan with various co-pays and deductibles is pretty easy, but usually very costly.

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Nerd's Eye View

NOVEMBER 14, 2023

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 Management

APRIL 17, 2025

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.

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Wealth Management

JULY 11, 2024

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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Nerd's Eye View

JANUARY 8, 2024

For instance, the financial advice industry has seen many changes to regulations (for both advisors and their clients), advisor business models, and the advisor technology landscape. In the context of the financial planning industry, whereas Financial Advice 1.0 Specifically, Financial Advice 3.0

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Million Dollar Round Table (MDRT)

NOVEMBER 19, 2023

This is important because if you’re not convinced about something, you may lack motivation in some areas of financial planning. We then ask if they would be frustrated if they were unable to renew their term insurance beyond age 70 because doctors discovered a new medical condition.

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BlueMind

FEBRUARY 15, 2023

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Related: How Financial Advisors Should Engage With Female Clientele? An RDSP is an important tool when planning for a special needs client.

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WiserAdvisor

NOVEMBER 4, 2022

In addition to this, you can save more and plan for more significant purchases with greater ease. For these reasons and several others, it is essential to follow specific financial planning tips for dual-income families. Is financial planning for dual-income families different from others?

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Nerd's Eye View

MAY 3, 2024

Also in industry news this week: Large asset managers offering hybrid digital-human advice services are eating into the market share of purely human advisors, signaling that a smaller firm's ability to offer a differentiated value proposition could be a key to success in the coming years A recent study indicates that tech-forward advisory firms not (..)

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WiserAdvisor

OCTOBER 11, 2022

Most people start financial planning with the goal of growing their finances through savings and investments. But financial planning is not limited to increasing your wealth alone. Tax planning is essential. However, you can adopt certain tax and financial planning strategies to lower your tax output.

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Steve Sanduski

NOVEMBER 8, 2023

is the CEO of the Foundation for Financial Planning, the U.S.’s ’s leading 501(c)(3) charity devoted to expanding access to pro bono financial planning for people in need. Jon Dauphiné and Dave Mantell discuss: The origins of the Foundation for Financial Planning and its mission.

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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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Carson Wealth

OCTOBER 31, 2024

She may not be able to remain in the workforce for an adequate number of years to help fund her own retirement, and caregivers may be called upon to help pay for medical supplies or food. Without a long-term care plan in place, you rely on luck or charity. In the end, what most people need is a plan for long-term care.

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