Budgeting Risk Tolerance Strategic Planning 
Steve Sanduski
FEBRUARY 6, 2023
They’re really focused on transferring wealth to the next generation, charitable gifting, cash flow management, different aspects of planning, and then reporting because of the complexity. We do the strategic planning and advice internally; that’s like the core quarterbacking.
WiserAdvisor
JANUARY 23, 2024
Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. This strategic planning can ensure that you make the most of your financial situation while minimizing tax burdens. The decision to hire a financial advisor is a prudent move.
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WiserAdvisor
SEPTEMBER 8, 2023
It is important to have a clear understanding of your budget post-retirement, factoring in housing costs, property taxes, and maintenance expenses. Rushing into a housing change without a comprehensive budget can strain your finances. Your retirement budget is a critical component of your preparing-for-retirement checklist.
Midstream Marketing
AUGUST 13, 2024
Create a budget that fits your needs. A clear budget helps you make the most of your resources. To define your target audience, consider things like age, income, investment goals, risk tolerance, job, and lifestyle. This helps you create a clear marketing plan that gets real results and helps your practice grow.
WiserAdvisor
MARCH 28, 2024
HSAs can also help facilitate the transition to Medicare by covering health expenses, including Consolidated Omnibus Budget Reconciliation Act (COBRA) premiums or Medicare Part A premiums for individuals who retire before age 65. However, once enrolled in Medicare, individuals cannot make further contributions to their HSA.
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