Nerd's Eye View

DECEMBER 13, 2024

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Financial Planner 246

Financial Planner CFP Retirement Certification 246

Nerd's Eye View

NOVEMBER 9, 2022

The passage of the Affordable Care Act in 2014 introduced many changes to the healthcare landscape in the United States. And as HSAs offer significant tax advantages, advisors can help clients ensure that opting for family HDHP makes sense financially for the family as a whole! Read More.

Accounting 246

Accounting Taxes Healthcare Medical 246

Nerd's Eye View

SEPTEMBER 29, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that RIA custodial platform Altruist announced that it is offering its portfolio accounting software for free to advisors who custody with the firm, offering the opportunity to advisory firms to reduce the costs of their tech stacks (..)

Financial Planner 246

Financial Planner Healthcare Investment Planning Clients 246

Nerd's Eye View

OCTOBER 20, 2023

Also in industry news this week: The latest update on the status of the Department of Labor's proposed regulation related to fiduciary advice on retirement accounts and why the agency is referring to it as a "retirement security rule" rather than a "fiduciary rule" A report suggests that RIA M&A surged in the 3rd quarter, as large acquirers resumed (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Insurance 246

Investment Writing

MARCH 18, 2025

How I create style guidelines for my clients For my editing clients, I create style guidelines for my own reference. My client style sheets would typically fit on one page, if printed out. Creating style guidelines tailored to your company can help your writers and editors fill in the blanks left by the major style guides.

Financial Services 103

Financial Services Healthcare CFP Numbers 103

Nerd's Eye View

MAY 17, 2023

Like native-born workers, foreign workers need to think about saving for retirement, planning for their children’s college, managing healthcare costs, and all manner of other financial goals. on a ‘temporary’ visa. However, the system in the U.S. Read More.

Taxes 246

Taxes Investments Investing Accounting 246

Nerd's Eye View

FEBRUARY 15, 2023

One such strategy is to advise clients to keep track of any qualified medical expenses they incur after establishing the HSA – even those that are paid for from funds outside the HSA.

Distribution 246

Distribution Taxes Medical Accounting 246

Nationwide Financial

AUGUST 15, 2022

It’s in this scenario where you can provide your clients additional value by helping them understand Medicare and then incorporating Medicare costs into their comprehensive financial plan. This IEP is available regardless of whether they continue to work past age 65. How do I enroll in Medicare? That depends. How much does Medicare cost?

Clients 105

Clients Medical Planning Retirement 105

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse. The secret?

Clients 52

Clients Planning Education Communication 52

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse. The secret?

Clients 52

Clients Planning Education Communication 52

Advisor Perspectives

JANUARY 19, 2023

The greatest financial risk for depleting retirement resources is an unexpected and lengthy stay in a long-term healthcare facility.

Retirement 98

Retirement Healthcare Clients 98

Nerd's Eye View

AUGUST 12, 2022

Also in industry news this week: FINRA has submitted a revised proposal to reform the process for broker-dealers to request expungement of client disputes from their public record, which allows state securities regulators to be informed of and involved in the arbitration hearings that decide whether the expungement is granted.

Financial Planner 245

Financial Planner Retirement Healthcare Numbers 245

Trade Brains

NOVEMBER 4, 2024

The increase in healthcare insurance is growing with the population. healthcare sector which focuses on both Payers (health insurance companies) and Providers (hospitals and physicians). Their business model is mainly on delivering efficient operational support to clients by automating processes and improving service quality.

Healthcare 52

Healthcare Clients Management Insurance 52

Trade Brains

JANUARY 11, 2024

Medi Assist Healthcare Services IPO Review: Have you ever wondered how major corporations seamlessly purchase and manage insurance for thousands of employees? The Company is called Medi Assist Healthcare, which is into providing third-party administration (TPA) services. Cr which will open on 15th January 2024. 412 Cr in FY22.

Healthcare 59

Healthcare Insurance Retail Valuation 59

eMoney Advisor

FEBRUARY 9, 2023

If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. Starting Out clients are typically focused on beginning to build wealth.

Financial Planning 95

Financial Planning Clients Planning Education 95

Advisor Perspectives

FEBRUARY 5, 2024

Clients want help with tax and estate planning, healthcare planning, and much more. Technology-based solutions make it possible to offer this.

Clients 69

Clients Estate Planning Healthcare Taxes 69

Nationwide Financial

MAY 18, 2023

Raising a child can be expensive, but tools like Health Savings Accounts, college savings plans, Flexible Spending Accounts and child tax credits can help lessen the financial burden for clients. Creating a plan for the costs of parenthood can be important to discuss with your clients who plan to raise children.

Clients 98

Clients Insurance Accounting Taxes 98

The Big Picture

MAY 9, 2023

SALISBURY: At the simplest level we manage money for our clients. Three main client segments. Institutional clients, our own private wealth clients, and then third-party wealth clients where we manage money on behalf of other wealth managers distribution partners. SALISBURY: Look, every client is different.

Assets 299

Assets Clients Investments Investing 299

Nationwide Financial

MARCH 13, 2023

As a financial professional, one of the most important things you can do for your clients is to help them manage their debt effectively and work toward building financial security. By taking a holistic approach to financial planning, you can help your clients manage their debt effectively and work toward building financial security.

Client Management 69

Client Management Clients Management Debt Management 69

Cornerstone Financial Advisory

MARCH 14, 2025

At Cornerstone Financial Advisory, we have a saying we like to use with clients An inheritance is nice. Power of Attorney: Appoint trusted individuals to make financial and healthcare decisions in line with your faith. What Are the Biblical Principles of Estate Planning? Wisdom is better. An inheritance without wisdom is fragile.

Estate Planning 52

Estate Planning Planning Healthcare Ethics 52

Advisor Perspectives

SEPTEMBER 11, 2023

It’s an important time for Medicare beneficiaries to optimize their healthcare coverage and costs, and financial advisors are in the perfect position to guide clients through this crucial planning opportunity.

Healthcare 95

Healthcare Financial Advisor Clients Planning 95

Nationwide Financial

AUGUST 24, 2022

Related to cost , and of equal importance, is the fact that some healthcare services are not covered by Medicare. Understanding what Medicare does and does not cover allows beneficiaries to plan for healthcare costs, as well as determine how to pay for certain healthcare services that they may want or need in the future.

Healthcare 52

Healthcare Medical Insurance Planning 52

Advisor Perspectives

JUNE 4, 2024

In an ever-evolving healthcare landscape, Medicare’s complexities present both a challenge and an opportunity for financial advisors. As clients approach retirement or face health-related decisions, they often turn to their trusted advisors for guidance on navigating the Medicare maze.

Clients 52

Clients Healthcare Financial Advisor Retirement 52

Nerd's Eye View

AUGUST 12, 2022

Also in industry news this week: FINRA has submitted a revised proposal to reform the process for broker-dealers to request expungement of client disputes from their public record, which allows state securities regulators to be informed of and involved in the arbitration hearings that decide whether the expungement is granted.

Financial Planner 179

Financial Planner Retirement Healthcare Numbers 179

Nationwide Financial

MARCH 10, 2023

Key Takeaways: Choosing a city in which to retire won’t be a one-size-fits all approach; there are many factors for your clients to consider such as cost of living, climate, taxes, access to healthcare, cultural amenities, and social opportunities.

Retirement 52

Retirement Clients Healthcare Transportation 52

Zoe Financial

FEBRUARY 24, 2025

Sector Performance : Energy, healthcare, and communication services are outperforming; technology and consumer discretionary sectors are underperforming. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing 52

Marketing Marketing Healthcare Taxes 52

Mish Talk

DECEMBER 5, 2022

Contributing to the decline was a steeper decrease in new orders, as domestic and foreign client demand remained weak. Subdued client demand led to a strong decline in backlogs of work, with concerns for future new order inflows driving below-average levels of business confidence. in November, down from 47.8

Economy 190

Economy Manufacturing Economics Healthcare 190

Brown Advisory

OCTOBER 17, 2023

The Equity Beat: Obesity Drugs Weighing Down Healthcare Sector bgregorio Tue, 10/17/2023 - 04:53 Folks, time has not been kind to my mid-section. Whether due to slowing metabolism, a weakness for office snacks or my genetic makeup, I’m currently among the 40+% of American adults who are considered obese.

Healthcare 52

Healthcare Clients Pharmaceutical Investments 52

Advisor Perspectives

NOVEMBER 27, 2023

I'll share the impact healthcare costs have on financial plans, the critical healthcare information to include (such as medical tax deductions and IRMAA), how to budget for costs in a world of variables, and tangible strategies to implement during open enrollment and beyond to ensure clients are on the optimal coverage.

Planning 75

Planning Healthcare Medical Budgeting 75

MainStreet Financial Planning

NOVEMBER 14, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When : Thursday, November 21st at 6:45 pm ET | 3:45 pm PT ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here! Choosing the right successor trustees, executors, and healthcare agents.

Assets 52

Assets Planning Estate Planning CFP 52

MainStreet Financial Planning

MAY 4, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 5-16-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to current clients; $10 for guests Register Here!

Retirement 98

Retirement Healthcare Financial Planning CFP 98

The Big Picture

FEBRUARY 21, 2023

And certainly for us, that has been a time to show up and answer the bell for our clients. I mean it was a company owned by its clients with a clear purpose to really give them a fair shake and provide them with a better future. A second guess would have been a healthcare company. And so it’s been a real rewarding time.

Clients 279

Clients Investments Investing Retirement 279

Carson Wealth

APRIL 4, 2024

Healthcare power of attorney/advance directives – A healthcare POA allows you to make healthcare decisions for your parents when they are unable, and the advanced directive allows your parents to dictate what kind of end-of-life medical care they want to receive if they are in a coma, persistent vegetative state or other medical emergency.

Management 137

Management Healthcare Medical Estate Planning 137

Sara Grillo

NOVEMBER 13, 2023

Today I’ve got Joanne Giardini-Russell to talk about why transitioning to Medicare is a big deal and how to help your clients avoid the common Medicare mistakes. These folks are getting older and their healthcare is suddenly far more complex in retirement – just when they’ll be needing it. It makes them look good and helps the clients.

Clients 59

Clients Financial Advisor Healthcare Insurance 59

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. And it was this combination of being, like I said, kind of geeky, kind of quanti, but then being client-facing. I want to be client-facing.

Clients 299

Clients Wealth Management Banking Investments 299

Clever Girl Finance

AUGUST 10, 2023

Choosing to work in healthcare is a truly noble way to spend your working years. Direct patient care roles Direct patient care roles are medical positions where professionals work directly with patients to provide healthcare services and support. Well, let’s delve into 20 high paying medical jobs without a degree!

Medical 96

Medical Certification Healthcare Education 96

Nationwide Financial

APRIL 20, 2023

That can be a great option for your clients who are deciding what to do with their tax return. Now could be a great time to reach out to your clients, as they have most likely received or will receive their tax returns and are getting things in order for the rest of the year.

Taxes 59

Taxes Clients Investments Investing 59