Estate Planning, Retirement and Transportation

Estate Planning

Retirement

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Personal finance links: improved affordability

Abnormal Returns

AUGUST 21, 2024

marketwatch.com) Why Christine Benz wrote "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement." spectator.co.uk) Financial potholes High housing and transportation can blow a hole in your finances. awealthofcommonsense.com) Seven steps to an estate plan including 'Take stock of your assets.'

Estate Planning

Estate Planning Transportation Retirement Planning

Exploring Retirement Housing Options

MainStreet Financial Planning

MAY 17, 2023

We speak daily with clients who are contemplating where they might live in retirement. Now is the time to explore various retirement housing options and strategies for aging individuals. From aging in place to retirement communities, consider your individual preferences and needs when choosing the most suitable housing option.

Retirement

Retirement Medical Financial Planner Planning

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What Your Financial Statements Are Telling You—And How to Listen!

How to Avoid Pitfalls In Automation: Keep Humans In the Loop

Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

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Continuing Care Retirement Communities (CCRCs)

MainStreet Financial Planning

MARCH 27, 2024

In an earlier post, I summarized many of the housing options people can consider in retirement. This post takes a deeper dive into CCRCs (Continuing Care Retirement Communities also known as Life Plan Communities) CCRCs are an all-in-one solution to aging in place for people over 60. You can check out the article here.

Retirement

Retirement Transportation Planning Healthcare

Webinars

What Your Financial Statements Are Telling You—And How to Listen!

How to Avoid Pitfalls In Automation: Keep Humans In the Loop

Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

MORE WEBINARS

All the Tax Benefits You Need for Your Small Business

Harness Wealth

APRIL 17, 2025

Vehicle and transportation expense deductions Vehicle expenses often represent one of the most significant opportunities for tax savings for small businesses. These variables can significantly impact the final deduction amount, necessitating strategic planning to optimize this benefit.

Taxes

Taxes Tax Planning Professional Services Planning

Retirement Planning Tips: How Much an Average Person 65 and Older Spends Every Month

WiserAdvisor

JANUARY 16, 2024

Preparing for retirement is a significant life transition that demands a clear understanding of your financial situation. 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.

Retirement Planning

Retirement Planning Retirement Planning Financial Advisor

How To Create A Family Budget That Works For Your Family

Clever Girl Finance

SEPTEMBER 7, 2023

These are the bigger dreams that might take a few years to accomplish—think of buying a forever house, funding your child’s education without taking out student loans, or having a long and comfortable retirement. This category includes car payments, fuel, maintenance, and public transportation fares.

Budgeting

Budgeting Transportation Medical Insurance

6 Financial New Year’s Resolutions for 2023

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. Eliminate your debt.

Estate Planning

Estate Planning Retirement Budgeting Financial Advisor

What is a Financial Plan, and How Do I Make One?

Harness Wealth

JUNE 9, 2023

Crafting Your Personalized Financial Plan: A Step-by-Step Guide The Role of a Wealth Manager or Financial Planner Harness Wealth Can Help What is a Financial Plan? An effective financial plan can save you money It may seem daunting knowing the impact that taxes and inflation can have on returns over time, but there are solutions.

Financial Planning

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How To Start Living Below Your Means

Clever Girl Finance

SEPTEMBER 26, 2023

Creating a strong financial plan will help you attain your short term and long-term goals for your finances. Your plan will include: Your goals A debt payoff plan An emergency savings plan An investment plan Even an estate plan You can either use a financial planning template or get creative and make your own.

Budgeting

Budgeting Financial Planning Planning Electronics

Strategic Advisory Letter | 2015 Year-End Planning Checklist

Brown Advisory

NOVEMBER 12, 2015

Despite its long-running gridlock, Congress did in fact pass tax legislation in July, embedded in the “Surface Transportation and Veterans Health Care Choice Improvement Act of 2015” (also known as the “Highway Bill”). While tax rates were not impacted, it is still important to be aware of the changes included in the Highway Bill.

Planning

Planning Taxes Distribution Medical

Financial Tips for Single Mothers

MainStreet Financial Planning

OCTOBER 3, 2023

Many single mothers prioritize short term expenses, maybe putting some aside for vacations or summer activities for the kids, but struggle to save for retirement and their own future. They are often behind on retirement savings and are looking at a modest retirement income, and possibly moving someplace cheaper once they stop working.

Estate Planning

Estate Planning Financial Planner Insurance Retirement

Word of Mouth is a Force of Nature

AdvisorPR

OCTOBER 28, 2020

Estate Planning Attorneys. Money in motion is the optimal time to generate new activity for your firm, whether that means retirement, death of a loved one, career advancements, or starting a family. Local celebrities – athletes, entertainers, notable retired professionals in the community. Tax Preparers. Mortgage Brokers.

Consulting

Consulting Financial Planning Clients Education

8 Ways to Pass on an Inheritance

WiserAdvisor

MAY 11, 2023

Invest in a retirement account Passing on assets as inheritance can be made easy by investing in a tax-free retirement plan. Employer-sponsored tax-deferred retirement accounts, such as IRAs and 401(k)s, are among the most popular options. Also see: 17 Principles For Creating Wealth 8.

Distribution

Distribution Insurance Taxes Financial Advisor

What To Do When A Loved One Dies: Financial Questions Answered

Clever Girl Finance

NOVEMBER 20, 2023

First responders will arrive and transport your loved one to a hospital. Making funeral and burial arrangements After taking care of the immediate needs after the death of a loved one, you can start planning the burial or funeral arrangements and going through the checklist when someone dies.

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Financial Advisor Source

Personal finance links: improved affordability

Exploring Retirement Housing Options

Webinars

Trending Sources

Continuing Care Retirement Communities (CCRCs)

Webinars

All the Tax Benefits You Need for Your Small Business

Retirement Planning Tips: How Much an Average Person 65 and Older Spends Every Month

How To Create A Family Budget That Works For Your Family

6 Financial New Year’s Resolutions for 2023

What is a Financial Plan, and How Do I Make One?

How To Start Living Below Your Means

Strategic Advisory Letter | 2015 Year-End Planning Checklist

Financial Tips for Single Mothers

Word of Mouth is a Force of Nature

8 Ways to Pass on an Inheritance

What To Do When A Loved One Dies: Financial Questions Answered

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