MainStreet Financial Planning

JUNE 13, 2023

Taking the time to develop a plan will help you and your partner get on the same page and strengthen your bond so you can enjoy your growing family. I hope this helps you think through the financial demands of having a larger household and the impact on your spending plan, so you understand what you need to do financially to stay on track!

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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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International College of Financial Planning

JULY 31, 2023

Retirement is a time to embrace your dreams and live a contended retirement life, but it requires meticulous financial planning and preparation. Retirement planning is even more critical for self-employed individuals as they lack the safety net of traditional benefits like PPF or LTA.

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Yardley Wealth Management

MAY 16, 2023

Working with a financial advisor during this process can provide a wide range of benefits, such as: A holistic view of your finances: A financial advisor can analyze your current financial situation, assess your financial goals, and develop a personalized financial plan that fits your unique needs.

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eMoney Advisor

DECEMBER 6, 2022

Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Insurance offers a layer of protection for your assets and can help preserve your income. eMoney Leading with Planning Research, May 2022, Advisors n=360.

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Fortune Financial

FEBRUARY 28, 2023

When we look at projected healthcare costs for an average retired couple in 2022, the amount needed to cover healthcare expenses approaches approximately $315,000 after tax. It could cost more than the projected amount if all retirement funds are in a pre-tax account. What Is A Health Savings Account? That isn’t the case with an HSA.

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Walkner Condon Financial Advisors

NOVEMBER 11, 2022

As we look forward to 2023, the IRS recently announced that the contribution limits for employer-sponsored retirement plans are going up. You may want to review your contribution amounts and adjust for January payrolls if your goal is to maximize funding your retirement plan contributions. . 529 College Savings Plans.

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WiserAdvisor

JULY 27, 2023

This advanced language processing technology has also greatly impacted the financial advisory sector, prompting a critical question: Can ChatGPT replace human financial advisors in retirement planning? Personalized guidance, empathy, and a deep contextual understanding are integral to effective retirement planning.

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Workable Wealth

OCTOBER 14, 2020

Financial planning can take your money game up a notch by bringing clarity, strategy, and intention to your financial life. A healthy financial plan gives you the tools to take control of your finances and start living your life with passion, purpose, and freedom. So what’s the value of a financial plan? Overpaying on taxes.

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Tobias Financial

JUNE 19, 2023

We are well aware of the devastating impact that these storms can cause and that is why it is crucial to have a disaster plan. Have Plans in Place Know the evacuation routes in your area. Speak with your advisor now, before a storm is on the way, about your storm insurance coverage and be sure you are as protected as you can be.

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Cordant Wealth Partners

DECEMBER 2, 2022

Most recently, Intel announced layoffs impacting 11% of the workforce in the fall of 2022 with a plan to cut $3 billion in costs over the next year. It’s important to note, severance payouts are taxed, and taxed as ordinary income in the year of payout. Tax planning for a transition out of Intel is critical.

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Truemind Capital

APRIL 4, 2024

In case the debt is more than the investments, a term insurance plan over the tenure of the debt is absolutely necessary. Needless to say, having health insurance coverage is a must irrespective of any scenario to safeguard your savings. However, one needs to be quite certain about the investment outcome.

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WiserAdvisor

JULY 3, 2023

It can require a deep understanding of personal finance, investment strategies, tax implications, and more. A financial advisor can help you understand the intricacies of financial planning for physicians. Not creating a comprehensive financial plan Financial planning for physicians and healthcare professionals is essential.

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WiserAdvisor

MAY 3, 2023

Health and financial planning must go hand in hand to ensure you always have enough savings to tackle the unexpected. Therefore, it is essential to consider your health when making financial plans. A financial advisor can help you understand how to factor your health into your financial planning.

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Harness Wealth

DECEMBER 19, 2022

As you wrap up 2022 and look ahead to the new year, consider how to get an early start on understanding your finances and how to manage your tax liability, especially if you experienced any changes in equity compensation or made or sold an investment. Understand the tax implications associated with crypto assets.

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Walkner Condon Financial Advisors

JUNE 27, 2023

As it turned out, financial planning is where I felt I could have the most impact. I wanted to help others with financial planning and advice. Severance pay is taxable and will be included on your W-2 for tax purposes. Expect federal and state taxes to be withheld. Unemployment insurance. This is uncommon.

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Walkner Condon Financial Advisors

JUNE 27, 2023

As it turned out, financial planning is where I felt I could have the most impact. I wanted to help others with financial planning and advice. Severance pay is taxable and will be included on your W-2 for tax purposes. Expect federal and state taxes to be withheld. Unemployment insurance. This is uncommon.

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Zoe Financial

DECEMBER 23, 2022

The Wealthy Stay Wealthy Tax-Loss Harvesting Those with wealth want to be smart about the taxes they pay. They often start with tax-loss harvesting around this time of year. Recognize the losses for your tax return. Too many investors miss this easy opportunity to reduce taxes. If so: Sell those positions.

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WiserAdvisor

JANUARY 3, 2024

This article aims to offer insights into retirement investment planning that can empower you to build a nest egg that can pave the way to a financially secure and fulfilling retirement. The role of tax-advantaged accounts is undeniable in ensuring your future financial stability. Employers may match a percentage of your contributions.

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Gen Y Planning

JANUARY 5, 2022

Increased financial wellness is also at the top of many people’s lofty beginning-of-the-year plans. . Set up recurring payments for your mortgage/rent, insurance, utilities, etc., It’s also beneficial to automate deposits from your checking account to other accounts like an IRA, brokerage account , or 529 Plan.

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WiserAdvisor

DECEMBER 1, 2023

Here are five reasons why physicians need professional financial advice: Reason 1: To craft a comprehensive financial plan based on their unique needs and financial situation A financial plan is the cornerstone of financial success. It also puts physicians in the upper slabs of federal tax brackets.

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Carson Wealth

DECEMBER 7, 2022

Your financial planning needs get more complex than in your 20s. Establishing Appropriate Insurance Coverage  . But as more people, organizations and family finances are dependent on you, your need for insurance has never been greater. If you are self-employed, consider installing an SEP IRA or other retirement plan. .

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Fortune Financial

SEPTEMBER 29, 2022

In our planning with clients, we like to employ a “pay yourself first” approach, especially as it relates to retirement planning. You may have been contemplating starting contributions to a retirement plan, or you may have been contributing small amounts and are worried that you are behind in the game.

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Clever Girl Finance

MAY 15, 2024

Of course, there’s no replacement for a lost family member, but the money from life insurance helped the man’s wife and two young children have financial peace of mind. And that’s just some of the benefits of life insurance. In most cases, the advantages of life insurance outweigh the disadvantages—by a lot.

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Gen Y Planning

OCTOBER 13, 2023

An increasing percentage of pre-retirees are now planning to retire early (at age 62 or earlier), and it’s becoming more common to see people opting for an alternate lifestyle once they do take the retirement plunge. Whatever you’re thinking, it’s important to plan ahead financially. During your career, you’re in accumulation mode.

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Clever Girl Finance

JANUARY 4, 2024

Financial security for your family The main benefit of a life insurance plan is to provide financial protection and peace of mind to you and your family. Builds generational wealth Yup, life insurance is one way in which people transfer their legacies and create generational wealth. When you pass, your assets go to your heirs.

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Clever Girl Finance

JANUARY 9, 2024

Our goal is to help you understand it so you can make the best life insurance decision for yourself! What is cash value life insurance? It’s more than basic life insurance coverage. It’s a type of life insurance policy with a savings account attached to it, called the cash value component.

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Clever Girl Finance

JANUARY 4, 2024

Financial security for your family The main benefit of a life insurance plan is to provide financial protection and peace of mind to you and your family. Builds generational wealth Yup, life insurance is one way in which people transfer their legacies and create generational wealth. When you pass, your assets go to your heirs.

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Gen Y Planning

NOVEMBER 1, 2022

But when you reverse the two, you may be surprised that you can easily define and make a plan to attain your “enough.”. Perhaps your plan includes enrolling them in a bilingual school, or you may want to travel and watch your child grow up in different countries to broaden their worldview and connect as a family. . Outstanding debts.

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Workable Wealth

NOVEMBER 11, 2020

But building a balanced meal plan takes more time and effort to accomplish. The same is true for a healthy financial plan. Not every financial planning task is exciting and groundbreaking, but each step secures your goals and vision for the future. Term life insurance. Existing insurance coverage.

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WiserAdvisor

JANUARY 10, 2023

New Year’s financial resolutions vary based on one’s financial situation and future goals, and can be anything from getting your finances in order, saving more for retirement, improving your credit score, to building an emergency fund, paying off your debts, creating an estate plan, and more. This is financial planning 101.

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Brown Advisory

NOVEMBER 12, 2015

Strategic Advisory Letter | 2015 Year-End Planning Checklist. As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. Thu, 11/12/2015 - 11:10.

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Clever Girl Finance

APRIL 29, 2024

And to get past it, you need to have a plan to roll (or blast) that block out of your way! However, creating and executing a plan to aggressively attack your debt, especially credit card debt, allows you to pay it off as quickly as possible. Not having a backup plan Not having a backup plan is a pretty bad financial mistake.

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Good Financial Cents

APRIL 8, 2023

Once you decide on the type of vehicle you plan to purchase, search for options using Autotrader. Ultimately, you’ll want to consider factors such as budget size, how much use you plan on getting out of the car, your driving habits and credit score. Insurance requirements may differ between buying and leasing a car.

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Good Financial Cents

DECEMBER 9, 2022

This company provides basic home insurance for your dwelling as well as liability coverage, but you can customize your plan with add-on coverage for things like “green” replacement coverage and identity theft protection. What Doesn’t Home Insurance Cover? How Much is Home Insurance?

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Yardley Wealth Management

JANUARY 18, 2022

Protecting What’s Yours (After You Pass) In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating.

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Yardley Wealth Management

JANUARY 18, 2022

In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating. How Do You Get It Together?

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