Wealth Management

APRIL 17, 2025

The founder of Concurrent Financial Planning opens up about his challengesbankruptcy, self-medicating behaviors and racial microaggressionsall while searching for balance, healing and true fulfillment.

Medical 256

Medical Financial Planning Planning 256

The Big Picture

OCTOBER 9, 2022

JVL wrote, “The course exists for only two purposes: (1) to cull the number of attractive medical school applicants, and (2) to prepare a handful of students for a future in biochemical research.”. ~~~. What purpose does limiting the number of medical students (and therefore physicians) serve? The Planning of U.S.

Medical 332

Medical Education Numbers Healthcare 332

Nerd's Eye View

NOVEMBER 14, 2023

What's unique about Eric, though, is how he leverages a custom-built financial planning assessment he calls their Financial Prosperity Index, which he gives to both prospective and ongoing current clients so that they can better understand their financial health, target the financial planning domains where clients need the most help, and even more (..)

Financial Planning 246

Financial Planning Clients Planning Financial Advisor 246

MainStreet Financial Planning

NOVEMBER 8, 2024

As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. For 2024, the IRS has increased contribution limits: – 401(k), 403(b), and most 457 plans: You can contribute up to $23,000. However, dedicating a few moments now can lead to significant savings come tax season.

Taxes 98

Taxes Medical Education Retirement 98

Nerd's Eye View

NOVEMBER 9, 2022

One of these changes was the ability for children to remain on their parents’ health insurance plan until they reach age 26. Notably, funds in an HSA that are withdrawn for any reason other than for qualified medical expenses before age 65 are subject to a 20% early withdrawal penalty.

Accounting 246

Accounting Taxes Healthcare Medical 246

Trade Brains

JUNE 9, 2025

Provident Fund Withdrawals SPF and PPF withdrawals enjoy complete tax exemption For RPF withdrawals: Five years of continuous service must be completed to qualify for tax-exempt status Judicious withdrawal planning significantly enhances tax advantages Also read : SEBI’s Latest Mutual Fund Nomination Rules: What Investors Must Know 5.

Retirement 59

Retirement Taxes Planning Government 59

The Big Picture

FEBRUARY 24, 2023

( The Honest Broker ) • Why the South has such low credit scores : The reason why credit scores are so low in the South is connected to medical debt, because that’s the most common type of unpaid bill that people have. The South has the highest levels of medical debt in the country. Toto Wolff Has a Plan to Bring it Back.

Medical 283

Medical License Insurance Accounting 283

Nerd's Eye View

OCTOBER 9, 2024

Gifting is a common planning topic discussed between advisors and clients – often raising questions about which gifts are taxable, need to be reported to the IRS, or may be exempt from reporting altogether. Finally, there are some contributions that get special treatment.

Taxes 243

Taxes Medical Clients Education 243

Clever Girl Finance

AUGUST 10, 2023

But over eight years of medical school and residency is a lot, leaving you to wonder if maybe you should find a profession that is less expensive (in both time and money) to get your foot in the door. Well, let’s delve into 20 high paying medical jobs without a degree! How can I get into the medical field without being a doctor?

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Medical Certification Healthcare Education 98

Nerd's Eye View

DECEMBER 13, 2023

Specifically, HSAs offer a "Triple Tax Benefit" that includes tax-deductible contributions, tax-deferred growth, and tax-free withdrawals for qualified medical expenses. This can allow individuals to save a significant amount that can be withdrawn tax-free for medical expenses later in retirement.

Retirement 246

Retirement Medical Taxes Insurance 246

WiserAdvisor

JUNE 27, 2025

Start planning early. Yet far too many professionals delay the planning process. Even if you don’t plan to retire unusually early, starting your retirement planning now can dramatically improve your options later. A bridge plan for health insurance (since Medicare only begins at 65). And the best way to do that?

Retirement 59

Retirement Planning Retirement Planning Taxes 59

Yardley Wealth Management

NOVEMBER 12, 2024

The post Securing Your Legacy: Financial Planning Tips for Your Children’s Future appeared first on Yardley Wealth Management, LLC. Securing Your Legacy: Financial Planning Tips for Your Children’s Future Introduction As parents, one of our greatest goals is to ensure our children’s future financial well-being.

Financial Planning 52

Financial Planning Planning Estate Planning Education 52

Nerd's Eye View

JANUARY 8, 2024

These changes all have the potential to change the industry by shifting the current focus on selling financial products (including financial plans themselves) to providing a more in-depth and personalized experience that helps anticipate future issues in a client's life and better help them identify the goals that will help them thrive.

Financial Advice 244

Financial Advice Medicine Financial Planning Estate Planning 244

International College of Financial Planning

MARCH 12, 2025

Heres how to avoid them (without giving up your weekend plans or your love for good coffee). Why This Is a Problem: Future youwho needs a house, financial security, and maybe even early retirementmight resent past you for not planning ahead. Why This Is a Problem: Many BNPL plans dont feel like debt but they are.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

Carson Wealth

OCTOBER 31, 2024

She may not be able to remain in the workforce for an adequate number of years to help fund her own retirement, and caregivers may be called upon to help pay for medical supplies or food. Without a long-term care plan in place, you rely on luck or charity. In the end, what most people need is a plan for long-term care.

Planning 142

Planning Insurance Retirement Medical 142

Nerd's Eye View

NOVEMBER 4, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations.

Financial Planner 237

Financial Planner Retirement Planning Financial Advisor Medical 237

Carson Wealth

AUGUST 31, 2022

Choosing the right Medicare plan is one of the most important decisions seniors are faced with. That’s why it’s a good idea to consult a qualified professional about which plan works best for you. That’s why it’s a good idea to consult a qualified professional about which plan works best for you.

Planning 98

Planning Medical Insurance CFP 98

MarketWatch

MARCH 31, 2023

Andy Beshear said he plans to sign into law Friday a medical cannabis bill passed by the state Senate and General Assembly, according to his Twitter account. Today the General Assembly finally took action and passed a bill to legalize medical cannabis,” Gov. to legalize medical cannabis, according to Marijuana Moment.

Medical 75

Medical Accounting Planning Marketing 75

Abnormal Returns

JULY 13, 2022

peterlazaroff.com) Estate planning Why you need an estate plan. morningstar.com) Much of medical debt is being removed from credit reports. (standarddeviationspod.com) Peter Lazaroff talks with Brian Feroldi author of "Why Does The Stock Market Go Up?: whitecoatinvestor.com) On the lifecycle of an individual investor.

Estate Planning 187

Estate Planning Medical Financial Advisor Accounting 187

Nerd's Eye View

MAY 3, 2024

Also in industry news this week: Large asset managers offering hybrid digital-human advice services are eating into the market share of purely human advisors, signaling that a smaller firm's ability to offer a differentiated value proposition could be a key to success in the coming years A recent study indicates that tech-forward advisory firms not (..)

Financial Planner 246

Financial Planner Healthcare Retirement Financial Advisor 246

Carson Wealth

SEPTEMBER 5, 2024

Navigating Medicare can be a daunting task, especially with the numerous plans and options available. However, choosing the right Medicare plan is crucial to ensure that you have the coverage you need as you move into retirement. Different plans cater to different needs. It runs annually from October 15th to December 7th.

Healthcare 141

Healthcare Medical Planning Retirement 141

Talon Wealth

OCTOBER 26, 2023

Retirement planning is a critical part of financial security that many women still overlook. However, remember that as a woman, you have a longer life expectancy than a man, which means retirement planning is even more important. That means you should plan for your retirement savings to last at least 18 years, if not more.

Retirement Planning 98

Retirement Planning Retirement Planning Medical 98

Yardley Wealth Management

OCTOBER 29, 2024

The post Planning for Life’s Unexpected Events: Why Preparedness is Key appeared first on Yardley Wealth Management, LLC. From sudden job loss and medical emergencies to natural disasters and unexpected expenses, unexpected events can impact our lives and financial well-being.

Planning 40

Planning Medical Wealth Management Financial Planning 40

Abnormal Returns

JANUARY 1, 2023

bloomberg.com) Fidelity is not backing down from its crypto plans. politico.com) Is erasing medical debt just a short-term fix? (wsj.com) Matt Levine, "What happened at FTX? They stole the money” seems to be a true but insufficient answer." barrons.com) Companies Boeing ($BA) stock rebounded in Q4. nytimes.com) Policy Jane C.

Financial Advising 273

Financial Advising Medical Economics Media 273

MarketWatch

FEBRUARY 23, 2023

HUM said Thursday it has decided to exit the Employer Group Commercial Medical Products business, which includes fully insured, self-funded and Federal Employee Health Benefit medical plans and rewards programs. as well as its CenterWell healthcare services business” it said in a statement.

Medical 76

Medical Healthcare Insurance Accounting 76

Zoe Financial

JUNE 20, 2025

For high-net-worth individuals, continuously refining your strategy over time is what keeps your plan efficient and aligned with evolving goals. At Zoe Financial, we’ve seen firsthand how proactive planning with a fiduciary advisor helps individuals protect and grow their wealth across generations.

Retirement Planning 40

Retirement Planning Retirement Planning Estate Planning 40

Abnormal Returns

JANUARY 4, 2024

theguardian.com) The story of a writer's (undiagnosed) medical nightmare. It took years of careful planning. (construction-physics.com) Is phone addiction a real thing? nymag.com) Why sports gambling needs to be reined in. slowboring.com) Travis Kelce is now a household name. nytimes.com)

Medical 157

Medical Planning 157

Harness Wealth

JANUARY 29, 2025

401(k) Plans: Contribute the maximum allowable amount for 2024 : $23,000 if youre under 50, or $30,500 if youre 50 or older. Pay eligible bills early Prepay state income taxes, property taxes, and medical expenses to maximize deductions in the current year. Timing RMDs : Begin taking RMDs by April 1 of the year after you turn 73.

Taxes 52

Taxes Medical Distribution Tax Planning 52

The Big Picture

MAY 28, 2023

on a disastrous COVID plan, and never paid a professional price. Reuters ) • Quackonomics : Medical Properties Trust spent billions buying community hospitals in bewildering deals that made private equity rich and working-class towns reel. Avert your eyes! Vox ) • Why is the US banning children’s books?

Accounting 293

Accounting Medical Numbers Assets 293

Million Dollar Round Table (MDRT)

NOVEMBER 19, 2023

This is important because if you’re not convinced about something, you may lack motivation in some areas of financial planning. We then ask if they would be frustrated if they were unable to renew their term insurance beyond age 70 because doctors discovered a new medical condition.

Financial Planning 105

Financial Planning Planning Insurance Medical 105

MainStreet Financial Planning

OCTOBER 24, 2024

A Health Savings Account (HSA) is a special type of savings account that allows individuals with a high-deductible health plan (HDHP) to save money pre-tax for future medical expenses. The funds can be used for qualifying medical costs like doctor visits, prescription medications, dental care, and vision services.

Accounting 98

Accounting Medical Healthcare Taxes 98

Your Richest Life

SEPTEMBER 2, 2022

The Biden Administration’s Student Loan Debt Relief Plan plan can forgive up to $20,000 for qualified borrowers. Here’s an overview of the plan, who qualifies, and what the next steps are: Is the repayment pause extended? Do I qualify for The Biden Administration’s Student Loan Debt Relief Plan? 31, 2023. .

Planning 102

Planning Fee Only Taxes CFP 102

The Big Picture

JUNE 1, 2023

It may have taken half a century, but the plan worked. ( New York Magazine ) • The Complete Guide to Haggling in This Economy : From cars to hotels to medical bills, the cost of things we purchase every day is more negotiable than you might think. He didn’t expect Washington to listen. (

Food 272

Food Retail Medical Banking 272

BlueMind

FEBRUARY 15, 2023

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Other than the benefits provided by the federal government, there are various plans and relief programs in place that are provincial or territorial based.

Financial Planning 97

Financial Planning Clients Planning Financial Advisor 97

Yardley Wealth Management

FEBRUARY 4, 2025

From maximizing deductions to managing capital gains, we’ll cover everything you need to know about smart tax planning. It’s triggered by large deductions, multiple dependents, or significant capital gains, requiring careful planning of deductions and income recognition. Click here and contact us for more information.

Taxes 52

Taxes Wealth Management Healthcare Retirement 52

Carson Wealth

NOVEMBER 2, 2023

If you’re still working and are covered by your or your spouse’s employer or individual health plan, you may meet the Plan B and Plan D exceptions, which will waive the penalties if the coverage is creditable. You will have two months to join a plan after your job-based insurance ends. What is creditable coverage?

Insurance 143

Insurance Medical Planning Accounting 143

Abnormal Returns

NOVEMBER 28, 2022

Podcasts Christine Benz and Jeff Ptak talk the evolution of financial advice with Preston Cherry founder and President of Concurrent Financial Planning. peterlazaroff.com) RIP Medical Debt continues to garner support. riabiz.com) How to build an annual planning process based on the seasons.

Wealth Management 130

Wealth Management Startup Medical Financial Advice 130