Nerd's Eye View

MAY 12, 2025

For instance, while a firm may serve the healthcare industry generally, an employee advisor might focus specifically on nurses, allowing the firm to connect with a more specific segment without undermining its larger brand. In addition, encouraging a niche focus can help the firm deepen its presence within a broader market.

Financial Advisor

MainStreet Financial Planning

MAY 18, 2025

Spend a huge amount of their savings on healthcare premiums and deductibles/co-payments? Latest estimates for retiree healthcare expenses exceed $243,000 over a retiree couple’s lifetime. The post Healthcare Costs Can Shock Retirees appeared first on MainStreet Financial Planning. Apply for government benefits like Medicaid?

Healthcare

Validea

NOVEMBER 26, 2024

Currently, fewer than 70 companies have achieved this milestone, spanning industries from healthcare to consumer goods to industrial manufacturing. To earn this title, a company must raise its dividend payments every year for at least 25 years straight.

Healthcare

NAIFA Advisor Today

JUNE 13, 2025

For many Americans, reaching Medicare eligibility marks a noticeable decrease in healthcare spending. Of course, that doesn’t mean that Medicare is free. For financial advisors helping clients prepare for retirement, understanding and planning for the costs associated with Medicare is critical.

Retirement Planning

Nerd's Eye View

FEBRUARY 3, 2025

This month's edition kicks off with the news that FP Alpha has released its tax return extraction and analysis module as a standalone product, while RightCapital has separately launched its own tax return extraction tool bundled within its platform – with both announcements coming on the heels of Holistiplan implementing a significant price increase, (..)

Insurance

Trade Brains

JULY 16, 2025

In contrast, Metal and Healthcare indices declined, dragged down by stocks such as Tata Steel and Jindal Stainless. Another significant loser was the Nifty Healthcare Index, which closed at 14,737.25, down -50.40 The Nifty remained below its 20-day EMA but stayed above the 50/100/200-day EMAs, with the RSI at neutral levels.

Banking

Advisor Perspectives

MAY 12, 2025

In the report, Portfolio Managers Andy Acker and Dan Lyons say that despite growing policy uncertainty, plenty of healthcare companies have managed to put up big returns.

Healthcare

Validea

JANUARY 6, 2025

This exclusive club currently has fewer than 70 members, representing diverse sectors from healthcare to manufacturing. The criteria for joining this prestigious group are stringent: companies must increase their dividend payments annually for a minimum of 25 consecutive years.

Healthcare

WiserAdvisor

JUNE 13, 2025

Assign a power of attorney: Pick someone you trust to handle your finances or healthcare decisions if needed. Set up advance directives: Outline your healthcare wishes in case you are unable to communicate them yourself in the future. Consider a trust: A revocable living trust can help your estate avoid probate and offer more control.

Estate Planning

Yardley Wealth Management

NOVEMBER 12, 2024

Work with an estate planning attorney to develop a comprehensive plan that includes a will, powers of attorney, trusts, and healthcare directives. The costs of nursing home care, assisted living, or in-home healthcare can be substantial and may place a financial strain on your children if you’re unprepared.

Financial Planning

Calculated Risk

MAY 7, 2025

On the institutional side, planning momentum waned for education, healthcare, and government buildings. Office and hotel planning saw a sharp retreat this month, while warehouse and retail planning modestly ticked up. This was slightly offset by an uptick in recreational projects. emphasis added Click on graph for larger image.

Healthcare

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. The first step is to know what you need.

Retirement

International College of Financial Planning

NOVEMBER 18, 2024

Later, when I transitioned into business and management consulting (for Healthcare/Pharma, MedTech, Biotech), I was constantly discussing industries, companies, and their financial performance. Suddenly, the conversations weren’t just about technology—they were about pricing, profits, and finances.

Education

Yardley Wealth Management

FEBRUARY 4, 2025

Tax Strategies for High-Income Earners in 2025.

Taxes

Harness Wealth

APRIL 17, 2025

For specified service businesses in fields such as healthcare, law, accounting, and financial services, income thresholds introduce phase-outs that may reduce or eliminate the deduction altogether. These variables can significantly impact the final deduction amount, necessitating strategic planning to optimize this benefit.

Taxes

The Big Picture

JULY 1, 2025

Hey, I lose my job, I lose my healthcare. So be it healthcare, right. But the flip side of that is, I, I vividly recall in 2000, right in the middle of the.com implosion going to London, going to Brussels, and New York was very stressed out. What, what happens if my kid needs a surgery?

Investing

Indigo Marketing Agency

JUNE 18, 2025

For example, “The Complete Tax Optimization Guide for Healthcare Professionals” speaks directly to physicians and dentists who face unique tax challenges. The best content for financial advisors in this category addresses specific, actionable challenges that your target audience faces daily.

Financial Advisor

Trade Brains

JUNE 7, 2025

Its core business segments include ferro alloys, power generation, coal mining, agribusiness, and emerging healthcare ventures. The Other segment encompasses the distribution of pharmaceutical products and the company’s agribusiness initiatives, reflecting Nava’s strategic diversification into healthcare and agriculture.

Healthcare

Trade Brains

JULY 29, 2025

Synopsis: Bajaj Healthcare reported a 71 percent YoY rise in profit and 13 percent revenue growth in Q1FY26, driven by strong API exports and CDMO traction. The stock in focus is Bajaj Healthcare Ltd , which has a market capitalization of Rs 1,599.53 However, shares fell 7.2 percent to 17 percent YoY. percent during the session.

Healthcare

Yardley Wealth Management

JANUARY 21, 2025

They develop comprehensive strategies addressing savings targets, retirement timing, Social Security optimization, healthcare costs, and estate planning – crucial elements that might be overlooked when planning alone. Retirement Planning Retirement planning is one area where talking to a financial planner proves particularly worthwhile.

Financial Planner

Trade Brains

JUNE 15, 2025

Medi Assist Healthcare Incorporated in 2000 and headquartered in Bengaluru, Medi Assist Healthcare Services Limited is a health-tech and insurance-tech company that primarily functions as a Third-Party Administrator (TPA) for health insurance. As of the latest shareholding data, Domestic Institutional Investors (DIIs) hold a 47.65

Healthcare

Clever Girl Finance

JANUARY 10, 2025

For instance, inhealth, money enables you to afford nutritious food, fitness memberships, and necessary healthcare services. Start by considering key categories and how finances play a role in each. Its not just about paying bills; its about ensuring your physical and mental well-being.

Ethics

WiserAdvisor

JUNE 17, 2025

Whether it is finance, technology, healthcare, entertainment, or even food, fresh trends are emerging across the board. The healthcare industry is also on the brink of major disruption. These developments could lead to big moves in healthcare stocks, so you will want to keep a close eye on this sector.

Financial Advisor

Wealth Management

JULY 28, 2025

Citing the recently United Healthcare $69 million lawsuit, in which the CEO pushed to retain Wells Fargo target dates to maintain their benefits business with the bank, litigation will make plans more cautious.

Estate Planning

Financial Symmetry

NOVEMBER 4, 2024

Both the health savings account (HSA) and the healthcare flexible spending arrangement (FSA) are account types that help lower your taxes and help you save for healthcare expenses. What is the difference between an HSA and an FSA?

Healthcare

Trade Brains

JUNE 9, 2025

Health Insurance Premium Deductions: Section 80D provisions include Deductions up to ₹50,000 for health insurance premiums covering self or spouse Preventive health check-up expenses fall within this ₹50,000 limit This benefit holds particular value considering increased healthcare needs during advanced age 9.

Retirement

Trade Brains

JUNE 22, 2025

Among the key contributors were Max Healthcare Institution, Indus Towers Ltd., Notable gainers in this index included Macrotech Developers, Phoenix Mills Ltd., and Prestige Estates Projects, all of which rose more than 2% on the day. The Nifty Infrastructure index also posted solid gains, climbing 1.73% to close at 9,130.55.

Banking

A Wealth of Common Sense

APRIL 27, 2025

The big ideas from the book revolve around the fact that there’s too much red tape when it comes to things like housing, energy, healthcare and technology development. I liked Abundance by Derek Thompson and Ezra Klein because the theme of the book is about doing stuff rather than scarcity. But there.

Planning

Trade Brains

JULY 9, 2025

Healthcare Inflation: The Hidden Wildcard Unlike consumer goods, medical inflation in India runs 12–14% annually , the highest in Asia. Tap into public healthcare schemes like Ayushman Bharat for backup coverage Go for inflation-linked bonds in the RBI’s next auction cycle. Boost health insurance now with 2025 premiums—don’t delay.

Retirement Planning

The Big Picture

JULY 16, 2025

Um, hobbies, legacy, philanthropy or charitable goals to say nothing of future healthcare needs. You mentioned travel, like it’s easy to travel in your sixties and seventies than it is in your eighties and nineties. How should people organize their thoughts and planning for, for future spending?

Retirement

Wealth Management

JUNE 20, 2025

The services they offer are great differentiators and help make advisors a go-to resource for navigating the intricacies of retirement income planning (which is very complex), healthcare-cost planning (a too often overlooked major expense), and as an end-of-life services guide (in the case of bQuest).

Wealth Management

Clever Girl Finance

APRIL 22, 2025

These include sectors like healthcare, food, repair services, and childcare. These businesses typically operate in industries like healthcare, food, repair services, and personal care. If you’re looking for good businesses to start in a bad economy, the healthcare industry makes the list.

Economy

Harness Wealth

FEBRUARY 5, 2025

Inexpensive properties might be located in areas with inconsistent internet, limited public transportation, or unreliable healthcare facilitiesfactors that can significantly impact your day-to-day life. Healthcare costs are often lower abroad, yet the quality and availability of care can vary widely depending on the region.

Taxes

Trade Brains

AUGUST 10, 2025

The company operates across finished dosage formulations, active pharmaceutical ingredients (APIs), and contract manufacturing services, making it a vertically integrated player in the healthcare space. The company has a market capitalization of Rs. 16,280 crore. Sales rose by 10.8 percent from Rs. 3,999 crore in March 2024 to Rs.

Pharmaceutical

Harness Wealth

NOVEMBER 12, 2024

Contributions can be deducted from taxable income, and withdrawals can be made tax-free from these accounts as long as funds are used for qualifying healthcare expenses. For 2024, the FSA contribution limit is $3,200.

Tax Planning

WiserAdvisor

MAY 29, 2025

These companies are often stable, established businesses in industries like utilities, consumer goods, and healthcare. Dividend investing : This strategy focuses on investing in companies that regularly return profits to shareholders in the form of dividends. When dividends are reinvested, they also contribute to compounding.

Accounting

Wealth Management

JULY 31, 2025

That includes ensuring healthcare coverage fits the client’s lifestyle, health needs, risk tolerance, and long-term goals. By bringing healthcare planning into the financial conversation, you help clients avoid surprises, preserve optionality, and protect both their well-being and their wealth.

Insurance