WiserAdvisor

DECEMBER 18, 2023

Retirement planning is not just about reaching a target savings number. Having an emergency fund can help absorb the financial impact of unexpected expenses like medical emergencies or major home repairs, thereby protecting your retirement savings. This way you can use your loyalty to enhance your retirement corpus.

Retirement 81

Retirement Retirement Planning Risk Tolerance Healthcare 81

WiserAdvisor

NOVEMBER 4, 2022

Further, if both spouses have a considerable number of individual tax deductions, it may be advised to file your taxes separately and claim the deductions individually to get a better tax cut. The medical costs alone can be high. They can also help with debt management, retirement planning, estate planning, and more.

Financial Planning 93

Financial Planning Planning Taxes Financial Advisor 93

Brown Advisory

MAY 4, 2020

We brought in a colleague who provides specialized municipal finance advice to a number of our clients, to help us drill down on the college’s debt structure. As is often the case, its strategic and investment choices are intertwined, because the college needs to allocate its precious capital across several competing options.

Nonprofit 52

Nonprofit Investments Investing Clients 52

Brown Advisory

SEPTEMBER 4, 2019

challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . We brought in a colleague who provides specialized municipal finance advice to a number of our clients, to help us drill down on the college’s debt structure. client: SMALL PRIVATE REGIONAL COLLEGE. BACKGROUND. client: NATIONAL HEALTH ADVOCACY ORGANIZATION. BACKGROUND.

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Nonprofit Investments Investing Clients 52

Clever Girl Finance

APRIL 29, 2024

Stay diligent with debt management, paying it down, and avoiding future debts. Nothing will block the path toward your goals like persistent bad habits such as credit card debt or overspending. Do you have a natural affinity for numbers or words? Do you struggle with time management or self-discipline?

Budgeting 93

Budgeting Retirement Planning Food 93

WiserAdvisor

DECEMBER 11, 2022

These deductible items can include medical costs, home mortgage interest, long-term care insurance premiums, charitable donations, and a few others. If you choose itemized deductions, this would also be the right time to start collecting proofs, such as insurance premiums, medical and dental care bills, etc. Strategize debt management.

Financial Advisor 40

Financial Advisor Taxes Retirement Planning 40

Carson Wealth

DECEMBER 7, 2022

If you’re under significant debt pressure, consider talking with a Certified Financial Planner Professional or an Accredited Financial Counselor who specializes in consumer credit and debt management.   . These numbers quickly scale, compound and backflip into overwhelming costs.

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Financial Planner Insurance Retirement Planning Retirement 52