WiserAdvisor

MARCH 13, 2024

Pillar 2: Healthcare planning Healthcare considerations are one of the most significant financial burdens you will likely face during your golden years. As the cost of medical care continues to rise, prioritizing healthcare planning becomes imperative to safeguarding your financial well-being in retirement.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

WiserAdvisor

DECEMBER 1, 2023

Financial advisors for medical professionals can offer a tailored approach to managing unique financial landscapes. However, physicians are often consumed by the demands of a rigorous medical career, and as a result, they can easily overlook this essential step. Most physicians carry debt in the form of student loans.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Workable Wealth

OCTOBER 14, 2020

Improper risk management and insurance coverage. Overpaying on taxes. Tax Planning. A proactive tax plan can save you thousands of dollars every year. You can accomplish this task in several ways like strategic charitable giving, maxing out your retirement accounts, tax-loss harvesting, and more.

Financial Planning 52

Financial Planning Planning Insurance Coverage Tax Planning 52

WiserAdvisor

JULY 3, 2023

Below are 6 common financial planning mistakes physicians make: Even though financially well-off, physicians tend to make several financial mistakes. Not creating a comprehensive financial plan Financial planning for physicians and healthcare professionals is essential. Medical schools can be costly.

Financial Planning 52

Financial Planning Planning Financial Advisor Medical 52

Harness Wealth

DECEMBER 19, 2022

Whether you’re looking to get married , start a family , or planning for your estate , it makes good sense to take a closer look at your financial situation and how that might change after a big life event.

Taxes 52

Taxes Insurance Coverage Assets Financial Planning 52

Cordant Wealth Partners

DECEMBER 2, 2022

Severance (or layoff) packages at Intel have three main components: Income, Medical, and Stock. So, if you separate from the company near the end of the year, earning both a full year of salary plus severance payouts, you could be pushed into a higher tax bracket. Tax planning for a transition out of Intel is critical.

Planning 52

Planning Retirement Taxes Accounting 52

Carson Wealth

JUNE 28, 2023

Not Being Proactive with Income Tax Planning Most taxpayers learn their tax bill or refund only after completing their annual tax return. Some are more proactive and make an effort to reduce their overall tax liability by increasing charitable giving, harvesting capital losses or other methods.

Retirement Planning 52

Retirement Planning Retirement Planning Distribution 52