eMoney Advisor

FEBRUARY 9, 2023

Financial Planning Needs: Retirement planning Education and family planning Obtaining appropriate insurance coverage Business and tax planning Significant asset purchases Strategies for Serving Clients in This Stage: Clients at this stage are experiencing life events — both large and small — that will impact their financial planning needs.

Financial Planning 95

Financial Planning Clients Planning Education 95

WiserAdvisor

JANUARY 10, 2023

New Year’s financial resolutions vary based on one’s financial situation and future goals, and can be anything from getting your finances in order, saving more for retirement, improving your credit score, to building an emergency fund, paying off your debts, creating an estate plan, and more. Draft a foolproof estate plan.

Estate Planning 52

Estate Planning Retirement Budgeting Financial Advisor 52

Clever Girl Finance

DECEMBER 1, 2022

It details your current money situation, as well as your financial system, including things like investing, saving, retirement, and estate plans. So what is a financial plan in simple terms? The right type of insurance coverage (Life, health, disability, home, etc.). Determine the type of financial plan you need.

Financial Planning 105

Financial Planning Planning Budgeting Insurance 105

Clever Girl Finance

MARCH 19, 2024

It details your current money situation and financial system, including investing, saving, retirement, and estate planning. your short, mid-term, and long-term goals) The right types of insurance coverage (Life, health, disability, home, etc.) It’s simply a structured approach to reach your financial goals.

Financial Planning 74

Financial Planning Planning Budgeting Retirement 74

WiserAdvisor

DECEMBER 1, 2023

each of these events can profoundly impact an individual’s financial situation. From insurance needs for the child to save for their education, a financial advisor can help physicians proactively plan for these added expenditures and work toward the family’s financial security.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Clever Girl Finance

DECEMBER 16, 2022

This decision is often marked by a significant date or event– like starting new goals on January 1st. For instance, you can create a financial plan that includes: Your new budget. A savings plan. A debt repayment plan. A risk mitigation plan (ex. Insurance coverage , will, estate plan , etc.).

Budgeting 59

Budgeting Insurance Coverage Planning Accounting 59

WiserAdvisor

MAY 3, 2023

Disability insurance can help cover living expenses, medical bills, and other necessary costs for your loved ones. An accident can occur anytime and without warning, which is why it is crucial to plan for such adverse events. While some employers provide disability insurance coverage, it may not be enough to cover all expenses.

Financial Planning 52

Financial Planning Planning Medical Healthcare 52

Clever Girl Finance

MAY 15, 2024

In most cases, the advantages of life insurance outweigh the disadvantages—by a lot. Let’s take a closer look at the distinct benefits of life insurance. Help protect your loved ones Life insurance is an important part of your estate planning checklist. Is it really worth having life insurance?

Insurance 52

Insurance Budgeting Taxes Insurance Coverage 52

WiserAdvisor

JANUARY 16, 2024

Beyond retirement, 401(k) plans can play a crucial role in estate planning, too. In the unfortunate event of your passing, the funds held in a 401(k) can be passed on to your heirs, offering them a tax-advantaged account. A well-diversified portfolio is less sensitive to the impact of a single market event.

Retirement Planning 52

Retirement Planning Retirement Planning Financial Advisor 52

WiserAdvisor

JANUARY 3, 2024

Moreover, not only can 401(k)s be used in retirement, but they can also play a crucial role in estate planning. In the event of your demise, the funds held in a 401(k) can be passed on to your heirs. Health insurance: As your health needs evolve in retirement, comprehensive health insurance becomes imperative.

Retirement 52

Retirement Portfolio Investing Investments 52

Brown Advisory

NOVEMBER 12, 2015

We also want to work consistently with you and your other advisors to improve the structure of your estate, reduce your tax liabilities, update your life, property and other insurance coverage, and find other ways to organize and optimize your financial situation. Income Taxes. Shift income into the more advantageous tax year.

Planning 52

Planning Taxes Distribution Medical 52