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The Future Of Financial Advice: How Tech and Approaches In 2030 Will Differ From Today

Nerd's Eye View

The changing patterns in how financial advice is delivered can be compared to the similar trends seen in the evolution of medicine. Dr. Peter Attia, author of the book Outlive: The Science & Art of Longevity , describes the trajectory of medicine in 3 stages: Medicine 1.0

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Scenarios when advisors should be aware of possible elder financial abuse

Million Dollar Round Table (MDRT)

By Matt Pais, MDRT Content Specialist It is generally easy to tell when something criminal is taking place or when someone is taking advantage of an individual who is mentally impaired, said Dr. Bennett Blum, a clinical associate professor of psychiatry at the University of Arizona College of Medicine.

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Legitimate Ways to Help Ukraine

Your Richest Life

These organizations are highly rated on Charity Navigator , a site that vets charities based on their transparency, accountability and finances: Americares is delivering medicine, emergency supplies and funding to help people affected by the Ukraine crisis. Charitable Giving: How to Work it into Your Life, Budget and Estate Planning.

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Sound Strategies for Crafting Your Retirement Investment Portfolio

Fortune Financial

As new medicines and technologies are developed, medical costs tend to outpace the core rate of inflation by several percentage points annually. . At Fortune Financial, we stress the importance of incorporating Health Savings Accounts (HSAs) into our financial planning. Stay on Top of Estate Planning.

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5 Good Elements of a Financial Advisor

International College of Financial Planning

In short, if you don’t have an analytical mind, you are unlikely to succeed in this profession.Investment planning, retirement planning, tax planning, and estate planning require you to dig deep into numbers and make information out of the raw data at hand. A Person Who Sets the Priorities Right.

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How Your Health Should Factor Into Your Financial Planning

WiserAdvisor

The costs for platinum and bronze plans can further differ based on the coverage they offer. Apart from this, medical inflation is another concern that you need to plan for. Medical inflation can increase the costs of medicines, in-hospital treatments, outpatient care, and more. Medical inflation rose 2.3% becomes critical.