Walkner Condon Financial Advisors

NOVEMBER 11, 2022

These plans will not be offered to everyone and have restrictions for use. TAX AND ESTATE PLANNING. For 2022, a taxpayer can give up to $16,000 to as many people as they wish without reducing their lifetime gift and estate tax allowance. . For some, 2022 may present a good opportunity to convert some money to Roth.

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Insurance Coverage Retirement Planning Financial Advisor Taxes 98

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 40

Estate Planning Retirement Budgeting Financial Advisor 40

WiserAdvisor

DECEMBER 1, 2023

With reliable expertise, physicians can make informed decisions, allocate their resources strategically, and plan for significant life milestones. A well-structured plan not only serves as a roadmap for the present but also paves the way for a more secure future. A higher income does not only lead to more spending.

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Financial Advisor Medical Insurance Education 59

WiserAdvisor

JULY 3, 2023

Hence, it becomes essential to follow a rational financial plan that focuses on your short and long-term financial goals and ensures financial security not just in the present but also in the future. Not creating a comprehensive financial plan Financial planning for physicians and healthcare professionals is essential.

Financial Planning 40

Financial Planning Planning Financial Advisor Medical 40

WiserAdvisor

JANUARY 16, 2024

Let’s consider a hypothetical scenario where your present household income is $90,000. Applying the 80% rule, you should plan on having at least $72,000 annually during your retirement years. Beyond retirement, 401(k) plans can play a crucial role in estate planning, too.

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Retirement Planning Retirement Planning Financial Advisor 40