Remove Certified Financial Planner Remove Medical Remove Retirement Planning
article thumbnail

4 Financial Strategies to Leverage if your Portfolio is Worth Millions

Park Place Financial

Increasing tax-deferred savings, such as an employer-sponsored retirement plan, to lower your taxable income . Park Place Financial offers customized investment planning services to help each client achieve their financial goals while minimizing risk. If so, how much medical assistance will you need?

article thumbnail

5 Reasons Why Houston Is a Great Place to Retire

Park Place Financial

Retirement Planning 5 Reasons Why Houston Is a Great Place to Retire Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. For many people, retirement offers the time and opportunity to travel and explore new endeavors they never had the time for during their working years. Cost of Living .

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Websites for Financial Advisors: What’s Working in 2024

Indigo Marketing Agency

Powerful Mission Statement PFA’s mission statement highlights that they are a team of CERTIFIED FINANCIAL PLANNER professionals, enhancing their credibility and perceived value. Focused Specialty Mint Hill specializes deeply in serving just one target population: professionals in the dental and medical fields.

article thumbnail

The Four Phases of Retirement

Park Place Financial

RETIREMENT PLANNING The Four Phases of Retirement Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Retirement planning has become increasingly difficult as the cost of living continues to rise. Given these realities, medical costs are often the biggest concern for retirees during this stage.

article thumbnail

Family Estate Planning: The 6 Essentials

Park Place Financial

Some people write living wills — also called a medical power of attorney or advance directive — if they develop a severe illness or experience a debilitating injury and can no longer make decisions on their own. Retirement Plans [contact-form-7] Sign-Up for your Complimentary Financial Review Signup. 0 Comments.

article thumbnail

6 Steps to Effectively Prepare for Pre-Retirement

Park Place Financial

If you are getting ready for retirement, discover what steps you should take during the pre-retirement stage to ensure you have enough resources to last through the rest of your lifetime. Determine Your Retirement Income and Expenses . If you retire sooner, you will need separate insurance to cover medical costs.

article thumbnail

Tax and Financial Planning Ideas For 2023

Park Place Financial

In other words, younger people with many years before retirement may opt for a Roth IRA. . Health Savings Accounts (HSAs) enable people to save pre-tax money to pay for eligible medical costs, helping them reduce their overall healthcare expenses. 4 Areas Your Financial Planner Should Cover as a High-Net-Worth Individual.