MainStreet Financial Planning

MAY 18, 2025

A 2024 study of potential retirees funded by Fidelity Investments found that they were retiring four years before they planned. 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.

Healthcare

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.

Retirement

Trade Brains

JUNE 16, 2025

Retirement sets in motion a new life—one that promises freedom from day-to-day grind but also requires prudent planning of finances. Thankfully, India provides a range of safe and sound passive income alternatives designed exclusively for retired citizens.

Retirement

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. One suggestion about this that was thrown in was if necessary, people can use their home equity to pay for this sort of care.

Retirement

Wealth Management

JULY 31, 2025

That includes ensuring healthcare coverage fits the client’s lifestyle, health needs, risk tolerance, and long-term goals. Four Moments Where Insurance Gaps Are Most Likely to Hurt: Retiring Early or Exiting a Business : Clients who retire before Medicare eligibility—or sell a business—often assume COBRA or marketplace options will suffice.

Insurance

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. Start by considering key categories and how finances play a role in each.

Ethics

WiserAdvisor

JUNE 13, 2025

It plays a crucial role in helping people achieve financial stability, prepare for retirement, and leave a lasting legacy for their families. Here’s what to focus on: List your assets: Include properties, investments, savings, retirement accounts, insurance, and personal valuables. Wealth management isn’t only for the ultra-rich.

Estate Planning

Yardley Wealth Management

JANUARY 21, 2025

These professionals help you define clear financial objectives and create actionable plans to achieve them, whether you’re planning to buy a home, save for college, or prepare for retirement. Retirement Planning Retirement planning is one area where talking to a financial planner proves particularly worthwhile.

Financial Planner

Yardley Wealth Management

FEBRUARY 4, 2025

A: Key tax deductions include maximizing retirement contributions, utilizing HSA accounts, strategic charitable giving through donor-advised funds, and property-related deductions like mortgage interest and property taxes. Tax Strategies for High-Income Earners in 2025.

Taxes

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

Indigo Marketing Agency

JUNE 18, 2025

Consider topics like: “The Top 5 Retirement Mistakes I See Wealthy Professionals Make” “How Market Volatility Actually Affects Your Long-Term Goals” These videos position you as the expert while providing genuine value to viewers. Personal storytelling videos create powerful emotional connections.

Financial Advisor

Harness Wealth

NOVEMBER 12, 2024

Fully Utilize Tax-Advantaged Retirement and Savings Accounts There are multiple steps you can take using retirement accounts to reduce your taxable income. Contribute to Tax-Advantaged Retirement Accounts Do your best to fully contribute to one or multiple tax-advantaged retirement accounts, such as 401(k), 403(b), or IRAs.

Tax Planning

Harness Wealth

APRIL 17, 2025

The calculation becomes increasingly complex for higher-income taxpayers , as it introduces factors such as W-2 wages paid to employees, the unadjusted basis of qualified property, and retirement plan contributions. Connect with our expert advisors today for guidance on life events, equity compensation, or retirement planning.

Taxes

WiserAdvisor

JUNE 27, 2025

Let’s be honest, retirement isn’t what it used to be. The traditional blueprint of working until 65, collecting a pension, and retiring feels outdated, especially for mid-level professionals who’ve started thinking early about what their ideal retirement should look like. What’s the earliest you can retire?

Retirement

WiserAdvisor

JUNE 4, 2025

At any given moment, people are working towards multiple goals like saving for retirement, managing taxes, buying a home, protecting their family through insurance, or planning for healthcare needs. People want all these goals to work together.

Financial Planning

WiserAdvisor

MAY 29, 2025

Retirement accounts : Opening an Individual Retirement Account (IRA) is one of the smartest long-term moves you can make. These companies are often stable, established businesses in industries like utilities, consumer goods, and healthcare. IRAs offer tax advantages and encourage consistent, long-term investing.

Accounting

Harness Wealth

JANUARY 29, 2025

These contributions not only provide immediate tax relief but help secure longer-term financial stability during retirement. Individual Retirement Accounts (IRAs): Contribute up to $7,000 for 2024 ($8,000 if aged 50+). For the majority of people, however, April 15th will remain the deadline. Available to taxpayers aged 70.5

Taxes

Validea

FEBRUARY 8, 2025

In this episode of Excess Returns, we sit down with Mike Taylor, portfolio manager of Simplify’s PINK healthcare ETF, for a fascinating discussion about how he mansges his personal portfolio.

Portfolio

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

APRIL 17, 2025

These include student loan interest, educator expenses, and certain contributions to retirement accounts. Whether it is promoting education, incentivizing retirement savings, or supporting parents and low-income workers, these credits serve as powerful policy tools. Why do tax credits exist? Medical and dental expenses exceeding 7.5%

Taxes

Wealth Management

JULY 25, 2025

Related: Lawsuit: Edelman Didnt Ask Questions When Client Liquidated IRA For Crypto Scam Israel’s practice will operate as Legacy Point Wealth Management of Raymond James, with a focus on families and individuals, corporate retirement plans and business owners. He’s joined by registered client service associate Jake Balcom.

Recruitment

oXYGen Financial

JULY 13, 2025

With rising life expectancies and increased healthcare costs, many retirees face the uncomfortable possibility of running out of money during retirement. According to the 2024 Retirement Confidence Survey, 40% of workers fear they won't have. ]] It's a growing concern for Americans.

Retirement

Midstream Marketing

NOVEMBER 6, 2024

Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning? Financial Goals: These include saving for retirement, managing money, and paying for education. Retirement Planning: Give tips on how to save for retirement. Who do you want to reach?

Financial Advisor

Carson Wealth

NOVEMBER 14, 2024

It’s important to also consider inflation and the rising cost of healthcare, which could increase these figures by the time care is needed. Adult day care: The daily rate for adult day care services averages $80 to $90. These costs can add up quickly, which is why planning for long-term care expenses is crucial.

Planning

The Big Picture

JULY 28, 2025

And now we get to the point where my predecessor was retiring and Jenny asked if I thought I could do this, and 00:12:32 [Speaker Changed] Jenny 00:12:32 [Speaker Changed] Johnson, Jenny Johnson, CEO of Franklin, Templeton Franklin, and she asked me if I, if I thought I could take this role on. That’s, that’s the timing.

Economy

Midstream Marketing

JUNE 11, 2025

Here’s what to post—and how to keep engagement going: Thought Leadership Posts Share concise, jargon-free takes on market trends, tax strategies, or retirement risks. how we helped a retiring executive preserve $800K in gains”) humanize your expertise. Case snippets (e.g., “how Value-First Outreach Skip the hard sell.

Financial Advisor

The Big Picture

MARCH 4, 2025

But there are cities, Miami’s a good example for our healthcare business. Healthcare, higher ed and nonprofit business, again, two very mature businesses. And has just, you know, over time she’s retired now from JP Morgan, but sort of, you know, become a friend. So the government business are not-for-profit.

Banking

Workable Wealth

JULY 30, 2025

Retirement timeline flexibility : You’re approaching the years when you’ll need to access your investments. Changing time horizons : You’re closer to needing your investments for retirement, children’s education, or other major expenses. It’s wisdom.

Risk Tolerance

Yardley Wealth Management

JUNE 25, 2025

The post How Do You Turn Retirement Savings into a Reliable Income Strategy? How Do You Turn Retirement Savings into a Reliable Income Strategy? You’ve likely spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to retirement accounts along the way.

Retirement

Cornerstone Financial Advisory

MARCH 14, 2025

Beneficiary Designations: Ensure the beneficiaries of life insurance and retirement accounts are responsible and prepared to manage the assets given to them. Power of Attorney: Appoint trusted individuals to make financial and healthcare decisions in line with your faith.

Estate Planning

FMG

FEBRUARY 13, 2025

Bring in an expert to speak on topics like retirement planning, tax strategies, sustainable investing, or market insights. Key Strategies for Webinar Success Collaborate with Experts : Partnering with subject matter experts (SMEs) and centers of influence (COIs) can help attract a larger audience. It’s a win-win for you and the experts.

Clients

The Big Picture

APRIL 8, 2025

We’re serving family offices, we’re serving institutions, we’ve done acquisitions in, in the stock plan businesses, in the retirement businesses. They want a financial plan, they want some advice, they want to think about whether it’s saving for a home or college or, or retirement. Protein designs.

Asset Allocation

WiserAdvisor

JUNE 11, 2025

They can have a direct impact on the stock market, and by extension, on your retirement investments, including your 401(k). If you are unsure how this impacts your personal retirement strategy, you can also consult a financial advisor to understand the impact of tariffs on the stock market and how you can protect yourself.

Budgeting

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. Retirement is no longer just about 401(k)s and Social Security. This article is a deep dive into healthcare costs in retirement.

Healthcare

Trade Brains

JULY 16, 2025

These include asset acquisition through personal and home loans, asset protection via general insurance and healthcare platforms, and family and income protection through life and health insurance products.

Insurance

FMG

FEBRUARY 13, 2025

Bring in an expert to speak on topics like retirement planning, tax strategies, sustainable investing, or market insights. Key Strategies for Webinar Success Collaborate with Experts : Partnering with subject matter experts (SMEs) and centers of influence (COIs) can help attract a larger audience. It’s a win-win for you and the experts.

Clients

Financial Symmetry

APRIL 22, 2025

Are you at risk of being laid off or considering early retirement? If youre over 59, can you access retirement funds without penalty? Do you expect any healthcare needs for yourself or your loved ones? Before making any decisions, the single most important step is to revisit your financial plan or create one if you havent yet.

Marketing