WiserAdvisor

JUNE 27, 2025

And a tax-efficient withdrawal strategy that won’t sabotage your nest egg early. Healthcare costs can be brutal This is one of the most overlooked challenges of early retirement. Control your tax bracket early in retirement. Roth conversion ladder Here’s a tax strategy that many overlook until it’s too late.

Retirement 59

Retirement Planning Retirement Planning Taxes 59

WiserAdvisor

OCTOBER 4, 2022

There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession planning, tax planning, and more. Healthcare: Evidently, the first expense to be worried about is healthcare. This is why healthcare remains one of the most significant expenses you can have in retirement.

Budgeting 102

Budgeting Retirement Healthcare Food 102

Cornerstone Financial Advisory

OCTOBER 23, 2023

TXN), HCA Healthcare, Inc. ” – Og Mandino Gig Economy Tax Tips There are some essential tips to remember if you work as a gig worker: All income is taxable, regardless of whether you receive information returns, including full-time and part-time work and those paid in cash. VZ), Alphabet, Inc. HCA), NextEra Energy, Inc.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

You must include all capital gains in your income, and you may be subject to the Net Investment Income Tax if your income is above certain amounts. Consult a qualified tax expert for help. The IRS allows you to deduct capital losses on the sale of investment property. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Random Roger's Retirement Planning

MAY 15, 2023

The current Barron's has an article looking at whether healthcare sector stocks might be cheap. I have no idea what SYK will do going forward, I don't own the stock personally or for clients, but if you are allocating to some sort of healthcare theme in your portfolio then chances are being right or wrong won't prove out in just a few months.

Portfolio 75

Portfolio Healthcare Wealth Advisor Retail 75

Trade Brains

JUNE 11, 2025

During Wednesday’s trading session, shares of a pharmaceutical company involved in manufacturing and selling tablets, capsules, and other healthcare products jumped nearly 17.3 Earnings Before Interest, Taxes, Depreciation, and Amortisation (EBITDA) for H2 FY25 amounted to Rs. Please consult your investment advisor before investing.

Pharmaceutical 66

Pharmaceutical Manufacturing Healthcare Medical 66

Trade Brains

JUNE 12, 2025

crores (excluding taxes) from three prominent clients. In the industrial domain, Marine Electricals delivers low and medium-voltage power distribution systems tailored for diverse sectors such as oil and gas, data centres, banking, airports, metro rail, hospitality, and healthcare. The company reported a 5.90 237 Crore in Q4FY24 to Rs.

Distribution 52

Distribution Commission Healthcare Communication 52

WiserAdvisor

FEBRUARY 19, 2024

According to the Fidelity Retiree Health Care Cost Estimate, the financial burden of healthcare in retirement is substantial. As a couple aged 65 in 2023, you may need approximately $315,000 saved (after tax) to cover your healthcare expenses. The absence of a dedicated healthcare fund can lead to unexpected financial hardships.

Retirement 66

Retirement Retirement Planning Healthcare Estate Planning 66

Ballast Advisors

SEPTEMBER 5, 2024

Whether it’s supporting education, healthcare, environmental conservation, or cultural initiatives, contributing to meaningful causes can enhance one’s sense of fulfillment and happiness. Financial and Tax Benefits of Charitable Giving From a financial perspective, charitable giving offers significant tax benefits.

Wealth Management 52

Wealth Management Taxes Charitable Planning Estate Planning 52

WiserAdvisor

NOVEMBER 14, 2023

Healthcare considerations As we age, the likelihood of health-related issues increases, making medical costs a significant concern for retirees. Insurance policies, such as Medicare or supplemental health insurance, can form part of this strategy, along with dedicated savings or investments earmarked for healthcare needs.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

Cornerstone Financial Advisory

SEPTEMBER 6, 2022

Sectors seeing the most significant increases in new jobs were professional and business services, healthcare, and retail. The IRS can scan tax returns for potential fraud, and if a tax return seems suspicious, they will flag it for further review. The information in this material is not intended as tax or legal advice.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

APRIL 17, 2023

Friday: The Procter & Gamble Company (PG), HCA Healthcare, Inc. This information is not intended to substitute for specific individualized tax advice. We suggest you discuss your specific tax issues with a qualified tax professional. The information in this material is not intended as tax or legal advice.

Marketing 59

Marketing Marketing Medical Economics 59

Cornerstone Financial Advisory

DECEMBER 19, 2022

Well-organized recordkeeping makes it easier to prepare your tax return and provide evidence of tax deductions. The IRS recommends keeping records of property records, healthcare insurance, and business income and expenses, among other categories. The information in this material is not intended as tax or legal advice.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

MAY 22, 2023

Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from having a better understanding of how their work affects their taxes. Here are some things taxpayers should know about the gig economy and taxes: Money earned through this work may be taxable. ” – John Steinbeck Taking A Side Gig?

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JUNE 19, 2023

If your total net capital loss is more than the limit you can deduct, you may be able to carry it over to next year’s tax return. This information is not intended to substitute for specific individualized tax advice. We suggest you discuss your specific tax issues with a qualified tax professional.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JANUARY 23, 2023

Friday: Chevron Corporation(CVX), HCA Healthcare, Inc. While this tax credit can be a great benefit for employers, there have been third parties promoting improper ERC claims. This information is not intended to be a substitute for specific individualized tax advice. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JULY 11, 2022

The Small Business Health Care Tax Credit. In an effort to extend health care benefits to more people, the IRS introduced the small business healthcare tax credit. 35% of premiums paid for small tax-exempt employers. This information is not intended to be a substitute for specific, individualized tax advice.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JULY 24, 2023

MA), Bristol Myers Squibb Company (BMY), McDonald’s Corporation (MCD), Northrop Grumman Corporation (NOC), HCA Healthcare, Inc. When sold, investments may be worth more or less than their original cost. This information is not intended to substitute for specific individualized tax advice. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JULY 8, 2024

Driving much of the job growth in last week’s reports was a post-pandemic catchup effect: sectors such as healthcare and leisure/hospitality showed they are still recovering. This information is not intended to be a substitute for specific, individualized tax advice. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

OCTOBER 17, 2022

VZ), HCA Healthcare, Inc. Correctly classifying your workers is essential to avoid issues with taxes or liability. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax professional. Hiking In Fall.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

AUGUST 8, 2022

Leisure and hospitality, professional and business services, and healthcare lead the way in reported job gains, as seen in most sectors of the economy. Have you wondered what happens if the information on your tax return doesn’t match the IRS records? The information in this material is not intended as tax or legal advice.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 17, 2023

Despite some positive earnings surprises from several big banks and a major healthcare provider, stocks closed out a good week with a slight decline. This information is not intended to substitute for specific individualized tax advice. We suggest you discuss your specific tax issues with a qualified tax professional.

Marketing 52

Marketing Marketing Economics Taxes 52

James Hendries

AUGUST 15, 2022

with a Schumer-Manchin agreement on a climate-healthcare-tax bill and some inflation data that added to the evidence that inflation has peaked. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

Clients 52

Clients Marketing Marketing Economy 52

Cordant Wealth Partners

AUGUST 16, 2024

Other pay : Certain employees can be eligible for “pay in lieu of redeployment” (9 weeks) and an “additional separation bonus” (8 weeks) It’s important to note that severance payouts are taxed as ordinary income in the year of payout. Tax planning for a transition out of Intel is critical.

Planning 52

Planning Retirement Taxes Accounting 52

Trade Brains

OCTOBER 21, 2024

Notably, the technology and healthcare sectors have been particularly strong performers, accounting for 40% of total IPO listings. The company’s revenue grew by 69% year-on-year to ₹11,398 crore in FY24, with a profit after tax of ₹1,274 crore. Investors must therefore exercise due caution while investing or trading in stocks.

Manufacturing 52

Manufacturing Government Healthcare Planning 52

WiserAdvisor

APRIL 24, 2025

Although retirement may come with a lot of changes that include downsizing, travel, additional healthcare needs, etc., You must also account for healthcare expenses that can increase over time. Also, it is important to consider how Social Security is taxed. It is essential to think about your future retirement goals.

Retirement 40

Retirement Retirement Planning Financial Advisor Healthcare 40

WiserAdvisor

DECEMBER 13, 2023

Envision your ideal lifestyle in retirement, considering factors such as desired location, travel plans, leisure activities, and potential healthcare needs. These plans often provide tax-deferred or tax-advantaged contributions, allowing you to save for retirement while reducing your taxable income.

Retirement 45

Retirement Risk Tolerance Retirement Planning Taxes 45

WiserAdvisor

MARCH 22, 2024

Furthermore, these personal goals must be balanced with realistic financial planning, considering factors such as inflation, healthcare costs, and the potential for unforeseen expenses. Review investment growth rates: Use conservative estimates for investment growth to avoid overestimating the size of your retirement fund.

Retirement 52

Retirement Retirement Planning Planning Accounting 52

WiserAdvisor

APRIL 28, 2025

Technology firms, food and agricultural companies, and healthcare stocks also tend to be resilient no matter the economic climate. Plan your withdrawals, expenses, and taxes When planning for retirement inflation, it is crucial to think carefully about how much to withdraw from your portfolio each year.

Retirement 40

Retirement Retirement Planning Financial Advisor Planning 40

WiserAdvisor

MARCH 20, 2025

Having an emergency fund built into your budget ensures that your regular expenses, like groceries, utilities, and healthcare, remain unaffected even when an unexpected cost arises. These include taxes, groceries, utility bills, healthcare costs, insurance premiums, etc. This can create long-term financial instability.

Budgeting 40

Budgeting Retirement Medical Financial Advisor 40

WiserAdvisor

JUNE 26, 2025

What many underestimate (often drastically) is the size of the piece of that plan that should be devoted to healthcare. This article is a deep dive into healthcare costs in retirement. The overlooked cost of retirement: Healthcare expenses Let’s start with a number most people underestimate, by a lot. to 2 times.

Healthcare 59

Healthcare Retirement Planning Retirement Planning 59

WiserAdvisor

DECEMBER 29, 2022

For instance, the level of education you get, the quality of healthcare you can afford, and the lifestyle you can adopt all depend on your wealth. If you are new to investment and do not know where to begin, you can start with an employer-sponsored 401k retirement account. Do not undermine tax. can help you with tax planning.

Financial Advisor 40

Financial Advisor Taxes Financial Planning Education 40

The Big Picture

FEBRUARY 6, 2024

You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. And big consumer and healthcare. Really fascinating guy. But just picking the right vehicle.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

DECEMBER 6, 2022

I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? You have the liquidity, the tax efficiency, the transparency. I was already an investor in ETFs at that point in time. RITHOLTZ: You know, a lot of the thematics we’ve seen, they run 75, 85, even 100 basis points.

Clients 162

Clients Investing Investments Management 162

WiserAdvisor

MARCH 13, 2024

Investment planning also plays a crucial role in tax optimization, enabling you to minimize tax liabilities and maximize after-tax returns. Additionally, tax-loss harvesting, and other tax-optimization strategies can further improve the tax efficiency of your investment portfolio, thereby enhancing overall returns.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

The Big Picture

OCTOBER 19, 2022

Well, first of all, we work with financial advisors of all types in the industry, non-Vanguard financial advisors, so you’ve got broker-dealers, independent registered investment advisors, RIAs and bank wealth advisors. They’ll do tax planning, right? And they bring a lot of value, right?

Clients 286

Clients Financial Advisor Taxes Investing 286

Indigo Marketing Agency

APRIL 23, 2020

Now, most of the time we think about a crisis being a bad thing, but for financial advisors when it comes to marketing it actually can be a really good thing because we’re creating urgency that we just don’t have otherwise. So it’s not like you’re a CPA where every year on April 15th people have to file their taxes.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52