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Weekend Reading For Financial Planners (December 28–29)

Nerd's Eye View

Also in industry news this week: According to a recent survey, advisors are putting an increasing share of client assets into model portfolios, allowing for customization and time savings that advisors appear to be using to provide more comprehensive planning services RIA M&A deal volume saw an annual record in 2024 as a lower cost of capital, (..)

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Financial Planning For Freelancers: 8 Tips To Budget And Save

Clever Girl Finance

Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. Its exhilaratingand, lets be honest, a little overwhelming.

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Crisis Management Financial Planning: Preparing for Unexpected Events

Carson Wealth

Unexpected events can derail your progress toward your goals and even your financial security if you don’t have a plan for managing them. Financial planning should ideally involve every area of your financial life because they are all interrelated.

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Strategic Retirement Planning Guide for Single Women: Expert Financial Advice

Yardley Wealth Management

The post Strategic Retirement Planning Guide for Single Women: Expert Financial Advice appeared first on Yardley Wealth Management, LLC. Without a partner to rely on for financial support, single women must take proactive steps to ensure a secure and comfortable retirement.

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8 Financial Planning Tips for Small Business Owners

Carson Wealth

Develop a risk management plan to implement strategies that minimize or eliminate risks, and protect your business with appropriate insurance coverage, such as liability, property and business interruption insurance. Get Help with Tax Planning Tax planning is a critical component of financial management.

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5 Common Retirement Planning Mistakes

Carson Wealth

Your retirement income plan may be sending up bubbles, too, whether around Social Security, retirement account distributions, taxes or somewhere else – and these holes need to be patched up right away. So, to help your retirement plan be more airtight, let’s look at a few of the common leaks.

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How to Build a Retirement Plan That Covers Your Healthcare Needs

WiserAdvisor

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. And if you are unsure where to begin, talking to a financial advisor can help you build a more personalized and realistic retirement plan.