The Big Picture

JULY 1, 2025

And in Bulgaria where I came from, getting a medical degree meant that after high school, you go to medical school for five years, Barry Ritholtz : No college, high school right to medical school. Then I have to apply to medical school, then I have to go to residency. Very unusual number of years in a row.

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Random Roger's Retirement Planning

JANUARY 6, 2025

An even tougher one, if you have medical issues, how expensive are they likely to be? 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. My 64 and 2 month number is $3049 which is where I get the $1524.50 number for her.

Retirement 52

Retirement Retirement Planning Insurance Medical 52

Random Roger's Retirement Planning

MARCH 15, 2025

The example assumes no sort of serious medical or family calamity that altered your financial plan, life happens that way sometimes. I'd be happy with that standard dev number and lagging by 100 bps annually. If you're 81 and can no longer meet your income need from your portfolio, that is what matters.

Portfolio 59

Portfolio Medical Marketing Marketing 59

Zajac Group

NOVEMBER 7, 2024

One of the most important aspects of developing a thorough estate plan is tax planning, as this has the potential to diminish the impact of your gifts and your loved ones’ inheritances. Let’s take a look at the tax impact and other considerations of each. million before triggering federal estate taxes).

Planning 52

Planning Estate Planning Taxes Assets 52

Random Roger's Retirement Planning

FEBRUARY 5, 2025

If you have a lot of consumer debt, and assuming no sort of horrible medical event you're paying for, then sorry, you're living beyond your means. Having your hand forced either because of health reasons or something going on at work is a very real phenomena regardless of whether 58% is the actual number or not.

Retirement 52

Retirement Retirement Planning Medical Planning 52

Yardley Wealth Management

JULY 22, 2025

Beyond Salary: Understanding Your Total Compensation Compensation is more than just a number on a paycheck. Stock options give you the right—but not the obligation—to purchase a set number of company shares at a specific price, known as the strike price, after a defined waiting period called the vesting period.

Healthcare 52

Healthcare Wealth Management Taxes Planning 52

Carson Wealth

DECEMBER 10, 2024

With careful planning, you may be able to reduce your tax bill or optimize the impact of your estate. For example, if you have a family history of cancer, you might decide to donate to medical research. Whether the structure you decide on is simple or complex, be sure to discuss the tax implications with your tax or financial advisor.

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Mr. Money Mustache

FEBRUARY 25, 2025

Theres one common theme in the big tech company boom right now: recent advances in AI have surprised the business world as software is suddenly able to display human-like reasoning in a rapidly growing number of fields. This year they came up with these numbers: Vanguards updated 10-year annualized return projections: Global bonds, non-U.S.:

Marketing 66

Marketing Marketing Sales Portfolio 66

Trade Brains

JULY 13, 2025

This decline was caused by a number of factors, including poor first-quarter earnings and US trade worries after imposing a 35% tax on Canada. Its trade name is Dailyraven Technologies Private Limited, and its SEBI-registered research analyst registration number is INH000015729. On Friday, the India VIX rose 11.82.

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Banking Pharmaceutical License Investing 59

The Big Picture

JANUARY 21, 2025

Barry Ritholtz : The the funny thing is, the behavioral aspect of mutual funds seems to have been when people finally learn about a manager who’s put up great numbers, by the time it makes to make makes it to Forbes, hey, most of that run is probably over and a little mean reversion is about to kick in. Right, right.

Investing 144

Investing Investments Retirement Management 144

Random Roger's Retirement Planning

JULY 6, 2025

One small point that might make these articles a little more useful is to not focus on the numbers that someone believes they need to make their retirement work. His numbers have no relevance to me but the percentages track in terms of sustainable withdrawal rates, $240,000 versus $5 million. I remembered to use the gift link.

Retirement 45

Retirement Banking Numbers Financial Advising 45

WiserAdvisor

JUNE 27, 2025

It takes strategic foresight, hard numbers, and smart decisions that begin well before your final day at work. That means the real answer to what’s the earliest you can retire depends far more on your investment portfolio , retirement lifestyle, and medical coverage strategy than on a number printed on your birth certificate.

Retirement 59

Retirement Planning Retirement Planning Taxes 59

WiserAdvisor

JUNE 11, 2025

A number of changes have been proposed and implemented since President Donald Trump returned to office. Tariffs are a type of tax imposed on imported goods and services by the government. One of the most significant ones has been the April 2025 tariff announcement. This policy introduced a 10% baseline tariff on all imports.

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Budgeting Retirement Asset Allocation Accounting 59

Workable Wealth

MARCH 4, 2020

This retirement savings vehicle is perfect for small business owners or freelancers who are looking for a tax-efficient way to start saving. If you have a Schedule C for tax filing purposes, start here. Taxes All contributions made to a SEP IRA are pre-tax. Medical expenses that are non-reimbursed, and total over 7.5%

Retirement 52

Retirement Taxes Retirement Planning Accounting 52

Financial Symmetry

APRIL 28, 2025

This may be more common than you think, with people leaving money to their church, alma mater, medical research, or other groups they are passionate about. If you do end up naming an organization like this, you will need the entitys full name and its tax ID/EIN number to include with the designations.

Estate Planning 62

Estate Planning Accounting Insurance Distribution 62

Random Roger's Retirement Planning

JUNE 12, 2025

Another friend is going through something very serious with a medical thing. There was a quick but thin mention of what's your (retirement) number? They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Retirement 45

Retirement Numbers Portfolio Medical 45

Investing Caffeine

MARCH 25, 2025

While Rothblatt and United Therapeutics may not yet be household names, she is undeniably reshaping the healthcare industry and steering it toward a future of unprecedented, life-extending medical advancements. With no formal medical background, she quit SiriusXM, immersed herself in biology, and founded United Therapeutics.

Investing 59

Investing Investments Fiduciary Duty Healthcare 59

WiserAdvisor

JUNE 26, 2025

It’s about protecting yourself from unpredictable, rising medical expenses that could quietly dismantle even the most disciplined savings strategy. The overlooked cost of retirement: Healthcare expenses Let’s start with a number most people underestimate, by a lot. Medical treatment abroad, including emergencies while traveling.

Healthcare 59

Healthcare Retirement Planning Retirement Planning 59

Cornerstone Financial Advisory

DECEMBER 9, 2024

” – Helen Keller Tax Tip… Beware of the Fake Charity Scam There are so many scams out there. You can research charity organizations using the IRS Tax Exempt Organization Search toolthis will help you narrow down a list of legitimate charities. You may even be able to claim a deduction on your tax return.

Marketing 52

Marketing Marketing Taxes Economics 52

Mr. Money Mustache

JUNE 13, 2025

A tariff is just a sales tax charged by our government on goods which are imported into the country. On average, tariffs will result in higher prices for everything just like any other broad-based sales tax. And just like most other taxes, the overall effect is to slow the economy and reduce our spending power.

Taxes 55

Taxes Economy Media Government 55

Random Roger's Retirement Planning

NOVEMBER 8, 2024

The kurtosis numbers are odd. Taking fewer medications while retaining the ability to bend down a lift heavy things will give us more optionality and resiliency. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. No kidding.

Asset Allocation 52

Asset Allocation Portfolio Medical Government 52

Random Roger's Retirement Planning

JANUARY 4, 2025

Maybe people should focus less on hitting their retirement number versus hitting a workable number. My wife sent me a Facebook reel posted by a doctor whose practice involved seeing older patients and she had several observations that weren't medical in nature but more like observations from engaging with patients all day every day.

Retirement 40

Retirement Planning Medical Numbers 40

Wealth Management

JULY 18, 2025

Number 8860726. Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Over 57 million individuals are currently over age 65, and that number will climb to an estimated 88 million by 2060. Registered in England and Wales.

Estate Planning 147

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Random Roger's Retirement Planning

JULY 21, 2025

Abnormal Returns linked to a brutal article by Stat chronicling the increasing number of suicides in "older men" per the CDC. Someone who gets hurt is certainly a different story and there are of course medical issues/events that have nothing to do with behavior modification.

Recruitment 59

Recruitment Medical Food Taxes 59

Harness Wealth

MAY 12, 2025

Filing taxes in Vermont requires a clear understanding of the specific tax forms and regulations that apply within the state. Vermont, abbreviated as VT, has its own set of tax forms designed to address the unique tax laws and requirements for residents and non-residents alike.

Taxes 52

Taxes Electronics Tax Planning Compliance 52

Nerd's Eye View

NOVEMBER 4, 2022

We also have a number of articles on taxes and end-of-year planning: The importance for advisors of understanding current RMD rules to ensure their clients take the proper distributions (and avoid a 50% penalty in the process!). Pundits continue to expect “SECURE 2.0”

Financial Planner 240

Financial Planner Retirement Planning Financial Advisor Medical 240

Abnormal Returns

JUNE 14, 2025

Autos The number of EV chargers is on the rise in the U.S. npr.org) Losing their tax base: towns are pushing back against home buyouts due to floods. npr.org) Health policy The head of HHS is a 'wilful purveyor of medical disinformation.' nytimes.com) On the limits of self-driving cars to fix cities.

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Medicine Pharmaceutical Transportation Medical 162

Nerd's Eye View

MAY 3, 2024

At the same time, the study found that potential breakaway brokers view the operational and compliance requirements of transitioning to and doing business as an RIA as a major concern, which could lead some of them to either leverage the growing number of service providers available to RIAs, or perhaps join an existing corporate RIA platform to take (..)

Financial Planner 246

Financial Planner Healthcare Retirement Financial Advisor 246

Carson Wealth

SEPTEMBER 5, 2024

Part B (Medical Insurance): Covers certain doctors’ services, outpatient care, medical supplies, and preventive services. Consider your medical history and any ongoing conditions. What type of medical services do I anticipate needing in the future? These “bundled” plans include Part A, Part B, and usually Part D.

Healthcare 141

Healthcare Medical Planning Retirement 141

Carson Wealth

FEBRUARY 16, 2024

By Mike Valenti, CPA, CFP ® , Director of Tax Planning It’s that time of year again! W-2s, 1099s and mortgage statements have been to hit your mailbox: a daily reminder that it is, once again, Tax Season. Overall, it was a relatively quiet year on the tax front. Although Congress isn’t done yet! More on that later.)

Taxes 97

Taxes Consulting Accounting Planning 97

Integrity Financial Planning

FEBRUARY 3, 2023

With the new year in full swing, tax season is just around the corner. Filing federal income taxes can be a long and complicated process, and mistakes are bound to happen here and there. As many of us know, these small mistakes can cost you big in tax returns and penalties. Is the Standard Deduction Right for You?

Taxes 82

Taxes Math Accounting Numbers 82

Carson Wealth

OCTOBER 24, 2024

Taxes One of the biggest financial considerations for Americans retiring abroad is understanding how taxes will work. is one of the few countries that taxes its citizens on worldwide income, regardless of where they reside. tax return every year. To avoid double taxation — paying taxes both in the U.S.

Retirement 143

Retirement Healthcare Taxes Medical 143

MazumaBusinessAccounting

MAY 31, 2022

Remember, the IRS recommends keeping tax-related documents for at least six years. Documents such as tax returns, receipts, bank statements, or pay stubs can also be kept in a safe deposit box or simply a locked file at home. This will be helpful if you claim a loss or a bad debt deduction. Why should you keep some items permanently?

Certification 98

Certification Taxes Medical Accounting 98

Carson Wealth

MAY 20, 2024

April inflation data confirmed there is no need to panic about the first-quarter numbers. Consumer Price Index (CPI) – Measures prices of a fixed basket of goods bought by a typical consumer, including food, transportation, shelter, utilities, clothing, medical care, entertainment, and other items.

Numbers 97

Numbers Marketing Marketing Insurance 97

Ballast Advisors

AUGUST 16, 2023

An HSA is a tax-advantaged account that enables you to save money to cover health-care and medical costs that your insurance doesn’t pay. The funds contributed are made with pre-tax dollars if you contribute via payroll deduction or are tax deductible if you make them yourself using after-tax dollars.

Accounting 52

Accounting Numbers Medical Taxes 52

Abnormal Returns

JULY 5, 2025

theconversation.com) Energy The BBB now taxes renewable energy projects. cnbc.com) Medical students are getting additional education on vaccine-preventable diseases. nytimes.com) Framing matters when it comes to medical decisions. reuters.com) The number of cattle in the U.S. politico.com) Nevada is all-in on solar power.

Education 147

Education Medical Engineering Food 147

Abnormal Returns

DECEMBER 26, 2024

apnews.com) How sea otters can keep down the number of invasive green crabs. swissinfo.ch) Sports Three MLB teams paid the vast majority of the league's luxury tax payments. Denis Medical.' (theconversation.com) Climate change is putting a crucial pollinator, flies, at risk.

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Media Medical Food Banking 147