MainStreet Financial Planning

NOVEMBER 8, 2024

Consider: – Mortgage Interest: Making an extra mortgage payment to increase deductible interest. – Medical Expenses: Scheduling and paying for medical procedures or expenses before year-end, especially if they exceed 7.5%

Taxes 98

Taxes Medical Consulting Education 98

Carson Wealth

NOVEMBER 14, 2024

Unlike short-term medical treatments, long-term care focuses on helping people with activities of daily living (ADLs) such as bathing, dressing, eating, using the restroom and mobility. Nursing homes: For individuals who require ongoing medical care and assistance with most ADLs, nursing homes offer 24/7 skilled nursing care.

Planning 95

Planning Medical Insurance Financial Advisor 95

Nerd's Eye View

JANUARY 8, 2024

For instance, the financial advice industry has seen many changes to regulations (for both advisors and their clients), advisor business models, and the advisor technology landscape. In the context of the financial planning industry, whereas Financial Advice 1.0 Specifically, Financial Advice 3.0

Financial Advice 245

Financial Advice Medicine Financial Planning Estate Planning 245

Million Dollar Round Table (MDRT)

NOVEMBER 19, 2023

This is important because if you’re not convinced about something, you may lack motivation in some areas of financial planning. We then ask if they would be frustrated if they were unable to renew their term insurance beyond age 70 because doctors discovered a new medical condition.

Financial Planning 105

Financial Planning Planning Insurance Medical 105

Nerd's Eye View

MARCH 21, 2023

Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms. My guest on today's podcast is Brenda Hiscock.

Financial Advice 246

Financial Advice Insurance Financial Advisor Financial Planning 246

BlueMind

FEBRUARY 15, 2023

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. This certificate is required to be signed by a medical practitioner who assures that the individual has a severe and prolonged impairment.

Financial Planning 97

Financial Planning Clients Planning Financial Advisor 97

Nerd's Eye View

AUGUST 23, 2024

financial planning, CRM, portfolio management), while taking a more tailored approach to selecting tech in other categories. The survey found that most firms fall into the middle category, utilizing tech in categories that provide an assessed high return on investment (e.g.,

Financial Planner 245

Financial Planner Retirement Estate Planning Clients 245

Nerd's Eye View

MAY 3, 2024

Also in industry news this week: Large asset managers offering hybrid digital-human advice services are eating into the market share of purely human advisors, signaling that a smaller firm's ability to offer a differentiated value proposition could be a key to success in the coming years A recent study indicates that tech-forward advisory firms not (..)

Financial Planner 246

Financial Planner Healthcare Retirement Financial Advisor 246

WiserAdvisor

NOVEMBER 4, 2022

For these reasons and several others, it is essential to follow specific financial planning tips for dual-income families. If you wish to learn about financial strategies that can help dual-income families plan their finances better, consider seeking the services of a professional financial advisor for the same.

Financial Planning 93

Financial Planning Planning Taxes Financial Advisor 93

WiserAdvisor

OCTOBER 11, 2022

Most people start financial planning with the goal of growing their finances through savings and investments. But financial planning is not limited to increasing your wealth alone. However, you can adopt certain tax and financial planning strategies to lower your tax output. Keep reading to find out.

Financial Planning 80

Financial Planning Accounting Taxes Planning 80

MainStreet Financial Planning

OCTOBER 24, 2024

A Health Savings Account (HSA) is a special type of savings account that allows individuals with a high-deductible health plan (HDHP) to save money pre-tax for future medical expenses. The funds can be used for qualifying medical costs like doctor visits, prescription medications, dental care, and vision services.

Accounting 98

Accounting Medical Healthcare Taxes 98

Abnormal Returns

NOVEMBER 28, 2022

Podcasts Christine Benz and Jeff Ptak talk the evolution of financial advice with Preston Cherry founder and President of Concurrent Financial Planning. peterlazaroff.com) RIP Medical Debt continues to garner support. riabiz.com) How to build an annual planning process based on the seasons.

Wealth Management 130

Wealth Management Startup Medical Financial Advice 130

Steve Sanduski

NOVEMBER 8, 2023

is the CEO of the Foundation for Financial Planning, the U.S.’s ’s leading 501(c)(3) charity devoted to expanding access to pro bono financial planning for people in need. Jon Dauphiné and Dave Mantell discuss: The origins of the Foundation for Financial Planning and its mission.

Financial Planning 69

Financial Planning Planning Wealth Management Medicine 69

WiserAdvisor

OCTOBER 31, 2023

Creating a financial plan is the first step toward achieving financial freedom. Financial plans are essential for setting your financial goals in motion. Not every financial plan stands the test of time, and multiple options can often lead you astray. Imagine facing a sudden job loss.

Financial Planning 59

Financial Planning Planning Retirement Medical 59

Nerd's Eye View

APRIL 11, 2023

Thomas is a Senior Partner for Signature Estate & Investment Advisors, an independent RIA based in Los Angeles, California, that oversees nearly $16 billion in assets under management, with $570 million of those assets being managed by Thomas' practice that serves more than 250 client households. Read More.

Medical 130

Medical Financial Advisor Financial Planning Clients 130

Your Richest Life

MARCH 8, 2024

But it’s also a time to pay attention to the financial challenges women are still facing, and how to overcome them. Taking Time Off: Financial Planning for Women Women are still the primary caretakers, both for children and other family members. You have to ask for what you want.

Financial Planning 59

Financial Planning Planning Medical Retirement Planning 59

Carson Wealth

OCTOBER 24, 2024

But moving to a new country involves significant financial planning. If you’re considering making the leap, there are key financial considerations you need to weigh before you make this major life change. One of the most common misconceptions is that Medicare will cover your medical expenses if you retire abroad.

Retirement 143

Retirement Healthcare Taxes Medical 143

MainStreet Financial Planning

SEPTEMBER 7, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 9-19-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for clients, $10 for guests Register Here!

Planning 98

Planning Financial Planning CFP Medical 98

Workable Wealth

OCTOBER 14, 2020

Financial planning can take your money game up a notch by bringing clarity, strategy, and intention to your financial life. A healthy financial plan gives you the tools to take control of your finances and start living your life with passion, purpose, and freedom. So what’s the value of a financial plan?

Financial Planning 52

Financial Planning Planning Insurance Coverage Tax Planning 52

Integrity Financial Planning

MAY 12, 2023

1] Home health covers things such as: Physical therapy Occupational therapy Speech therapy Skilled nursing services Medication management Medical social work services Home health services must be ordered by your doctor because they are all medical services.

Medical 93

Medical Financial Guidance Financial Planning Insurance 93

MainStreet Financial Planning

JULY 23, 2024

Recently, I got an invitation for a webinar titled “Incorporating Property & Casualty into The Holistic Financial Plan.” Meaghan uses examples to illustrate how the right insurance can save you from having to use your savings and compromising your financial plan in the event something unexpected happens in life.

Insurance 98

Insurance Insurance Coverage Medical Financial Planning 98

Park Place Financial

JANUARY 9, 2023

FINANCIAL PLANNING Tax and Financial Planning Ideas For 2023 Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you have been contemplating making more defined financial decisions, the New Year can be the ideal time to turn that aspiration into a resolution. Health Savings Accounts .

Financial Planning 52

Financial Planning Taxes Planning Certified Financial Planner 52

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. Here’s why it’s important and how to start Managing your money is essential for financial stability and security.

Financial Planning 52

Financial Planning Planning Insurance Coverage Financial Planner 52

Integrity Financial Planning

OCTOBER 19, 2023

You can use this online tool to help you find plans. [2] 2] You can also call 1-800-MEDICARE to find out which plans are in your area. [2] 2] But before choosing a plan, make sure that it aligns with your financial situation and is the best fit for you personally. Unfortunately, exact medical costs are hard to estimate.

Medical 96

Medical Retirement Planning Retirement Planning 96

Ballast Advisors

SEPTEMBER 15, 2023

For those nearing age 65, it’s essential to understand the paths in and around Medicare regarding your financial plan. As a full-service financial planning firm, Ballast Advisors works closely with seasoned professionals in many areas of personal financial planning , like health insurance.

Healthcare 97

Healthcare Medical Insurance Financial Planning 97

Integrity Financial Planning

JUNE 27, 2023

The Foundations of Financial Planning Proper financial planning is widely considered the first step to building generational wealth. [1] 1] Retirees should work to evaluate their current financial situation and develop a comprehensive plan in order to achieve their wealth-building goals.

Retirement 98

Retirement Healthcare Financial Planning Estate Planning 98

MainStreet Financial Planning

AUGUST 8, 2022

The MainStreet Financial Planning Discussion Club. They’ve learned to balance the many facets of parenting aging parents, including medical, financial, and everyday-life decisions, emotional rollercoasters, protecting their parents from scams, and more, all while parenting their college-age kids, and building their careers.

Financial Planning 98

Financial Planning CFP Medical Retirement 98

WiserAdvisor

JUNE 19, 2022

Instead, they start piling up right when you plan to conceive. Regular medical tests, doctor consultations, quality care, a good diet, and more, start to affect your budget even before you deliver the baby. And, once your baby comes to life, your financial budget can suffer if you do not prepare well.

Financial Planning 52

Financial Planning Planning Education Budgeting 52

Integrity Financial Planning

MAY 23, 2023

This person, known as an agent, can manage your finances, pay bills, and make medical decisions for you. Healthcare Directive : A healthcare directive, also known as a living will or advanced directive, outlines your wishes for medical treatment if you become incapacitated or terminally ill. Contact us today to get started!

Estate Planning 95

Estate Planning Planning Healthcare Medical 95

International College of Financial Planning

JULY 31, 2023

Retirement is a time to embrace your dreams and live a contended retirement life, but it requires meticulous financial planning and preparation. Retirement planning is even more critical for self-employed individuals as they lack the safety net of traditional benefits like PPF or LTA.

Financial Planning 52

Financial Planning Retirement Planning Retirement Planning 52

Million Dollar Round Table (MDRT)

AUGUST 29, 2023

By Sandy Schussel The fastest way to grow your financial planning or insurance business is to get clear about what you want and how you want to get there. Maybe they’re business owners or medical professionals. Here are the questions you should be asking yourself: Who do you want to serve? Think about your best clients.

Medical 92

Medical Financial Planning Insurance Clients 92

International College of Financial Planning

MAY 1, 2023

Financial planning is an important aspect of life that is often overlooked, especially by young professionals starting their careers. Proper financial planning can make a significant difference in achieving financial goals, building wealth, and ensuring long-term financial stability.

Financial Planning 52

Financial Planning Planning Financial Planner Budgeting 52

Harness Wealth

JUNE 23, 2023

Estate planning is a critical component of a comprehensive financial plan. Furthermore, estate planning includes aspects such as tax minimization strategies, asset protection, and charitable giving. It involves deciding how your assets will be distributed upon your death or incapacitation.

Estate Planning 52

Estate Planning Financial Planning Planning Taxes 52

Integrity Financial Planning

MAY 30, 2023

Here are some important points to keep in mind: Types of health insurance: There are different types of health insurance plans, including health maintenance organizations (HMOs), preferred provider organizations (PPOs), point of service (POS) plans, and high-deductible health plans (HDHPs). [1]

Healthcare 89

Healthcare Retirement Medical Insurance 89

Integrity Financial Planning

NOVEMBER 20, 2023

You can start to gauge what you need and what needs to change about your financial plan in order to make the most out of your retirement. This is also the time when considering medical insurance and Medicare options are both important. [1]

Retirement 88

Retirement Budgeting Medical Distribution 88

WiserAdvisor

MAY 3, 2023

Health and financial planning must go hand in hand to ensure you always have enough savings to tackle the unexpected. From medical expenses to the impact of illness or disability on your ability to earn a living, your health can have a significant effect on your financial well-being. Medical inflation rose 2.3%

Financial Planning 40

Financial Planning Planning Medical Healthcare 40

Discipline Funds

MAY 28, 2024

One good way to think about this is that there’s an old rule in financial planning that you should spend about 28% of your household income on a mortgage. It’s a number so big that it’s made standardized financial planning rules void of value. Used cars CPI: -5.5% Gasoline prices: -4.6%

Food 118

Food Medical Economy Financial Planning 118