MainStreet Financial Planning

JUNE 13, 2023

Taking the time to develop a plan will help you and your partner get on the same page and strengthen your bond so you can enjoy your growing family. I hope this helps you think through the financial demands of having a larger household and the impact on your spending plan, so you understand what you need to do financially to stay on track!

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Insurance Coverage Budgeting Healthcare Estate Planning 98

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. People in this stage may have just graduated from college and recently joined the working world.

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Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

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Financial Planning Planning Budgeting Retirement 91

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

As we look forward to 2023, the IRS recently announced that the contribution limits for employer-sponsored retirement plans are going up. You may want to review your contribution amounts and adjust for January payrolls if your goal is to maximize funding your retirement plan contributions. . 529 College Savings Plans.

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Insurance Coverage Retirement Planning Financial Advisor Taxes 98

Clever Girl Finance

AUGUST 19, 2024

But with the right planning, you can confidently figure out how much to save for a baby and still stay on track with your financial goals! Plan for long-term baby expenses 5. Review your maternity leave and insurance coverage 6. Update your life insurance policy 8. Create or revise your estate plan 9.

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Insurance Coverage Budgeting Medical Insurance 93

International College of Financial Planning

MARCH 11, 2023

With the right plan, you can take control of your finances. Financial planning helps you understand your current financial situation and set realistic goals for the future. One effective method is financial planning. Financial planning helps you prepare for unexpected events like job loss, illness, or emergencies.

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NAIFA Advisor Today

MARCH 1, 2023

Throughout his internship, he helped form complex trusts, developed estate plans, and ensured appropriate insurance coverage for high-net-worth families.

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Clever Girl Finance

OCTOBER 13, 2022

A sudden expense is one you’re not planning for, which means it could have a bigger impact on your finances. Financial emergencies are not large, planned expenses. This gives you time to plan and budget—reducing the effect on your finances. This affects your immediate cash flow, as well as long-term planning.

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Medical Insurance Estate Planning Accounting 93

Yardley Wealth Management

JANUARY 18, 2022

Protecting What’s Yours (After You Pass) In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. It’s possible to tackle this hurdle on your own, but we don’t usually recommend it.

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Yardley Wealth Management

JANUARY 18, 2022

In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating.

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Estate Planning Planning Assets Retirement Planning 52

WiserAdvisor

JULY 27, 2023

This advanced language processing technology has also greatly impacted the financial advisory sector, prompting a critical question: Can ChatGPT replace human financial advisors in retirement planning? Personalized guidance, empathy, and a deep contextual understanding are integral to effective retirement planning.

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Workable Wealth

NOVEMBER 11, 2020

But building a balanced meal plan takes more time and effort to accomplish. The same is true for a healthy financial plan. Not every financial planning task is exciting and groundbreaking, but each step secures your goals and vision for the future. Term life insurance. Existing insurance coverage.

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Estate Planning Insurance Financial Planning Planning 52

WiserAdvisor

MAY 3, 2023

Health and financial planning must go hand in hand to ensure you always have enough savings to tackle the unexpected. Therefore, it is essential to consider your health when making financial plans. A financial advisor can help you understand how to factor your health into your financial planning.

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Financial Planning Planning Medical Healthcare 40

Fortune Financial

SEPTEMBER 29, 2022

In our planning with clients, we like to employ a “pay yourself first” approach, especially as it relates to retirement planning. You may have been contemplating starting contributions to a retirement plan, or you may have been contributing small amounts and are worried that you are behind in the game.

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Retirement Portfolio Retirement Planning Investing 52

Brown Advisory

NOVEMBER 12, 2015

Strategic Advisory Letter | 2015 Year-End Planning Checklist. As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. Thu, 11/12/2015 - 11:10.

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WiserAdvisor

JULY 3, 2023

A financial advisor can help you understand the intricacies of financial planning for physicians. Below are 6 common financial planning mistakes physicians make: Even though financially well-off, physicians tend to make several financial mistakes. Many physicians do not have a budget to help them plan their finances for every month.

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Clever Girl Finance

DECEMBER 16, 2022

Write down your plan. Once you know what this new chapter in life will look like, it’s time to plan. Planning is a matter of determining the steps necessary for getting from where you're at to where you really want to be. For instance, you can create a financial plan that includes: Your new budget. A savings plan.

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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. This is financial planning 101.

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WiserAdvisor

JANUARY 16, 2024

This data can serve as a baseline for tailoring your retirement plan, taking into account factors such as inflation, your current age, and your desired retirement age. This article also explores the average monthly spending habits of individuals aged 65 and older and offers practical insights to help structure your retirement plan.

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WiserAdvisor

DECEMBER 1, 2023

Here are five reasons why physicians need professional financial advice: Reason 1: To craft a comprehensive financial plan based on their unique needs and financial situation A financial plan is the cornerstone of financial success. This can lead to financial instability in the long run.

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Financial Advisor Medical Insurance Education 59

Clever Girl Finance

JANUARY 4, 2024

Financial security for your family The main benefit of a life insurance plan is to provide financial protection and peace of mind to you and your family. When you have a life insurance policy, you can be sure your family will be taken care of, even if you pass away. Part of your insurance premiums go into the savings account.

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Insurance Retirement Medical Taxes 62

WiserAdvisor

JANUARY 3, 2024

This article aims to offer insights into retirement investment planning that can empower you to build a nest egg that can pave the way to a financially secure and fulfilling retirement. 401(k) plans are employer-sponsored retirement accounts available to employees as part of their benefits package. It can allow you to save more.

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Clever Girl Finance

JANUARY 4, 2024

Financial security for your family The main benefit of a life insurance plan is to provide financial protection and peace of mind to you and your family. When you have a life insurance policy, you can be sure your family will be taken care of, even if you pass away. Part of your insurance premiums go into the savings account.

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Insurance Retirement Medical Taxes 52

Clever Girl Finance

MAY 15, 2024

Of course, there’s no replacement for a lost family member, but the money from life insurance helped the man’s wife and two young children have financial peace of mind. And that’s just some of the benefits of life insurance. In most cases, the advantages of life insurance outweigh the disadvantages—by a lot.

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