WiserAdvisor

MAY 22, 2025

In 2023, healthcare spending in the U.S. With medical inflation outpacing general inflation, ignoring healthcare in your retirement plan is a risk no one can afford. Factoring in retirement healthcare costs is a smart move. Below are 5 things you can do for retirement healthcare financial planning: 1.

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WiserAdvisor

JUNE 4, 2025

The financial planning industry is constantly undergoing change. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year. They would also want to plan how and when to withdraw funds since different accounts come with different tax implications.

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Nerd's Eye View

OCTOBER 20, 2023

Also in industry news this week: The latest update on the status of the Department of Labor's proposed regulation related to fiduciary advice on retirement accounts and why the agency is referring to it as a "retirement security rule" rather than a "fiduciary rule" A report suggests that RIA M&A surged in the 3rd quarter, as large acquirers resumed (..)

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Yardley Wealth Management

JANUARY 21, 2025

Exploring the Benefits of Financial Planning appeared first on Yardley Wealth Management, LLC. Goal Setting and Planning Many people discover that talking to a financial planner is worth it simply for the structured approach to goal setting. The post Is Talking to a Financial Planner Worth It?

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Ballast Advisors

SEPTEMBER 15, 2023

For those nearing age 65, it’s essential to understand the paths in and around Medicare regarding your financial plan. As a full-service financial planning firm, Ballast Advisors works closely with seasoned professionals in many areas of personal financial planning , like health insurance. You have choices.

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Nerd's Eye View

MAY 17, 2023

Like native-born workers, foreign workers need to think about saving for retirement, planning for their children’s college, managing healthcare costs, and all manner of other financial goals. on a work visa – maintaining enough flexibility to preserve their assets should those plans change.

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Nerd's Eye View

AUGUST 12, 2022

We also have a number of articles on retirement: Though owning an RV and traveling the country is a popular retirement pastime, those with the resources can turn their motorhomes into a luxury vacation home on wheels (at about the same price as buying a second home). Enjoy the ‘light’ reading! Read More.

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Financial Planner Retirement Healthcare Numbers 245

Random Roger's Retirement Planning

JANUARY 6, 2025

Before yeah butting me about long term care insurance, I've seen content (sorry no link) about LTC insurance not keeping up anywhere close to the inflation rate of healthcare costs. I understand the difficulty of that one but if you're 50, overweight and taking a half dozen medications, you should plan on health stuff being very expensive.

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Carson Wealth

SEPTEMBER 5, 2024

Navigating Medicare can be a daunting task, especially with the numerous plans and options available. However, choosing the right Medicare plan is crucial to ensure that you have the coverage you need as you move into retirement. Different plans cater to different needs. It runs annually from October 15th to December 7th.

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MainStreet Financial Planning

MAY 4, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 5-16-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to current clients; $10 for guests Register Here! Topics Include: What are some considerations when choosing a retirement home?

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Carson Wealth

OCTOBER 3, 2024

Retirement is an exciting milestone—a time to leave behind the hustle and bustle of work and embrace a new chapter filled with more freedom and opportunities to enjoy life. Planning well in advance ensures that your retirement years will be financially secure, fulfilling, and less stressful than your working years.

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Integrity Financial Planning

JUNE 27, 2023

However, it is a common goal for retirees to create and maintain generational wealth in retirement. The Foundations of Financial Planning Proper financial planning is widely considered the first step to building generational wealth. [1] Instead, it’s about knowing your options and executing a plan with consistency.

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MainStreet Financial Planning

FEBRUARY 22, 2024

Managing cash flow in retirement is a crucial aspect of financial planning that can feel daunting after decades of receiving regular paychecks. Consider new expenses like healthcare before Medicare coverage begins and subtract any expenses that will no longer apply in retirement, such as commuting or work-related clothing.

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Retirement Management Financial Planning Taxes 96

WiserAdvisor

OCTOBER 4, 2022

Retirement planning can be a bit complex. There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession planning, tax planning, and more. However, the main drawback to this can be the lack of foresight regarding what and how to plan.

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MainStreet Financial Planning

MAY 17, 2023

We speak daily with clients who are contemplating where they might live in retirement. Now is the time to explore various retirement housing options and strategies for aging individuals. From aging in place to retirement communities, consider your individual preferences and needs when choosing the most suitable housing option.

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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. In this comprehensive guide, we’ll explore proven strategies to help you minimize tax liability while staying compliant with current regulations.

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James Hendries

SEPTEMBER 25, 2022

Many workers have been dreaming of retirement since they first entered the workforce. However, once this retirement date draws near, the prospect of giving up your primary source of income may be nerve-wracking, even if you’ve diligently saved and planned. Draft a Retirement Budget. Review Your Healthcare Options.

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Good Financial Cents

JANUARY 26, 2023

Early retirement has become a popular financial goal. Even if you never retire early, just knowing that you can is liberating! Can You Really Retire at 50? Can You Really Retire at 50? Table of Contents Can You Really Retire at 50? FAQs on Retiring Early at 50 It’s a big bold claim – retire at 50?

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Harness Wealth

NOVEMBER 12, 2024

Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year. GET STARTED 1. For those over 50, the limit is $8,000.

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WiserAdvisor

AUGUST 31, 2023

Financial advisors play a crucial role in assisting you before your retire. They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks. Here are 5 benefits of hiring a financial advisor after you retire: 1.

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Fortune Financial

AUGUST 8, 2023

Healthcare Costs After Retirement — Securing Your Parents’ Future Retirement is a long-awaited phase of life where individuals can enjoy the fruits of their labor and enjoy well-deserved rest. However, one significant concern that often lingers in the minds of retirees and their families is healthcare costs.

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Fortune Financial

AUGUST 8, 2023

Healthcare Costs After Retirement — Securing Your Parents’ Future Retirement is a long-awaited phase of life where individuals can enjoy the fruits of their labor and enjoy well-deserved rest. However, one significant concern that often lingers in the minds of retirees and their families is healthcare costs.

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Healthcare Retirement Medical Insurance 52

Your Richest Life

NOVEMBER 26, 2024

Do you know when you want to retire? Are you saving enough for the retirement you want? Myth #2: You should plan to retire in your 60s With more people going back to school or changing careers later, holding off on retiring is becoming more common, too. And then, there are the un-retirees.

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MainStreet Financial Planning

MARCH 27, 2024

In an earlier post, I summarized many of the housing options people can consider in retirement. This post takes a deeper dive into CCRCs (Continuing Care Retirement Communities also known as Life Plan Communities) CCRCs are an all-in-one solution to aging in place for people over 60. You can check out the article here.

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Integrity Financial Planning

OCTOBER 3, 2022

With market volatility and inflation affecting people’s finances, talk about investment strategies and portfolio longevity seems to dominate retirement planning conversations. But one of the most important aspects of retirement is often overlooked in these conversations: healthcare costs. 1] [link]. [2] 2] [link]. [3]

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WiserAdvisor

DECEMBER 18, 2023

Navigating the journey to retirement can often feel like a complex puzzle, especially when it comes to figuring out how much you need to save. The answer to “how much you need to retire” is shaped by various factors, including the kind of retirement life you dream of, your age, and the expenses you anticipate during your retirement years.

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Retirement Retirement Planning Risk Tolerance Healthcare 81

Nerd's Eye View

AUGUST 12, 2022

We also have a number of articles on retirement: Though owning an RV and traveling the country is a popular retirement pastime, those with the resources can turn their motorhomes into a luxury vacation home on wheels (at about the same price as buying a second home). Enjoy the ‘light’ reading! Read More.

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Financial Planner Retirement Healthcare Numbers 178

Darrow Wealth Management

MARCH 31, 2023

There are many financial planning considerations before, during, and after a divorce. Here are some key considerations when financial planning for a divorce. Money and divorce This article solely focuses on some of the general financial planning aspects of divorce and is not personal legal, tax, accounting, or financial advice.

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Clever Girl Finance

JANUARY 10, 2025

For instance, inhealth, money enables you to afford nutritious food, fitness memberships, and necessary healthcare services. This could include saving for a down payment on a home, contributing to retirement accounts, or growing an investment portfolio. This regular check-in allows you to adjust your financial plan as needed.

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Your Richest Life

JUNE 14, 2024

But even the best paid physicians need to plan carefully for their retirement, and make sure they’re truly putting away enough to be comfortable in their golden years. Here are some ways to assess your own savings, and retire without financial strain: How much should you save? How many years do you have until you hit retirement?

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MainStreet Financial Planning

OCTOBER 24, 2024

In today’s world of rising healthcare costs, it’s essential to find smart financial tools that can help manage expenses while also supporting long-term goals. To open an HSA, you must be enrolled in a high-deductible health plan (HDHP). One powerful but often overlooked tool is the Health Savings Account (HSA). What is an HSA?

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eMoney Advisor

FEBRUARY 9, 2023

If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. People in this stage may have just graduated from college and recently joined the working world.

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Random Roger's Retirement Planning

DECEMBER 16, 2022

A few things from the last couple of days all with the theme of retirement planning mistakes to avoid. The 4% rule of course refers to the percentage that can be safely withdrawn from portfolio assets for a sustainable retirement (not running out of money). Lastly is a list of retirement mistakes from Brett Arends.

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WiserAdvisor

NOVEMBER 14, 2023

Retirement planning is an essential aspect of financial security, especially as one transitions from a phase of regular income to relying on savings and investments. The concept of retirement has undergone a significant transformation in recent times. Traditional retirement plans often rely heavily on pension schemes.

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Retirement Planning Retirement Planning Healthcare 52

FMG

FEBRUARY 13, 2025

In this guide, well walk you through actionable strategies, creative ideas, and promotion tips to ensure every event you plan is a success. Bring in an expert to speak on topics like retirement planning, tax strategies, sustainable investing, or market insights. It’s a win-win for you and the experts.

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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? Before making any decisions, the single most important step is to revisit your financial plan or create one if you havent yet.

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Marketing Marketing Financial Planning Planning 62

FMG

FEBRUARY 13, 2025

In this guide, well walk you through actionable strategies, creative ideas, and promotion tips to ensure every event you plan is a success. Bring in an expert to speak on topics like retirement planning, tax strategies, sustainable investing, or market insights. It’s a win-win for you and the experts.

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