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. What is health or medical financial planning?

Financial Planning 40

Financial Planning Planning Medical Healthcare 40

The Big Picture

JULY 24, 2024

Financial decisions in the real world are influenced by our personal history, world views, ego, pride, too many other factors to list. I think one analogy here would be think about health and medicine. It seems obvious we should have a long term perspective in, in financial planning and investing. That’s right].

Math 273

Math Retirement Investments Investing 273

Steve Sanduski

SEPTEMBER 13, 2023

Combine this generational shift with advances in medicine and nutrition and it’s clear the next wave of retirees will need more than just money managers who can boost their return on investments — they need advisors who can help them improve their Return on Life.

Retirement 59

Retirement Medicine Consulting Financial Planning 59

MainStreet Financial Planning

SEPTEMBER 27, 2023

Brady’s insurance is about $50/month and covers his annual physical checkup and vaccinations as well as preventative medicines (i.e. Pets make life much more fun and pet insurance gives me financial peace of mind so that I didn’t have to hesitate to take him to the vet out of fear of how expensive it might be.

Insurance 52

Insurance Medicine Financial Planning Planning 52

Your Richest Life

MARCH 15, 2022

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. Natural Disasters: Prepare Your Family and Help Others. About Your Richest Life.

Medicine 52

Medicine Fee Only Estate Planning CFP 52

Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ Pandemonium!

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

Inside Information

MARCH 29, 2023

I go back so far that I wrote about the very first financial planning software programs: Financial Profiles, Leonard Systems, IFDS, PLANMAN, etc. And believe it or not, people were talking seriously about the threat of AI-powered planning and automated financial plans way back in those early days.

Financial Planner 40

Financial Planner Medicine Financial Planning License 40

Clever Girl Finance

SEPTEMBER 19, 2023

Preventative Medicine. Create a financial plan; be patient and consistent Get a financial plan in place to set goals, reduce credit card debt, save, invest, and create a good life for your future self. While a budget is also necessary, it’s not the same as a financial planning process.

Budgeting 97

Budgeting Planning Financial Planning Accounting 97

International College of Financial Planning

OCTOBER 5, 2021

Imagine a physician who suggests unnecessary clinical tests or medicine to a client or an automobile repairer who replaces perfectly working parts in a vehicle to pump up his profits. The life of a financial advisor is a continuous learning exercise and focused on working for the interest of the clients.

Financial Advisor 52

Financial Advisor Communication Clients Retirement Planning 52

Investing Caffeine

MAY 3, 2023

It is true, you can survive off a smaller nest egg, if you plan to subsist off cat food and live in a tent, but most Americans and retirees have become accustomed to a higher standard of living. Thanks to the miracles of modern medicine, lifespans are expanding, with the pandemic caveat. Also worth noting, we humans are living longer.

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

Fortune Financial

FEBRUARY 28, 2023

Every client we work with is at a different stage in life with varied priorities and deployable resources to use to achieve their financial goals. Our robust and interactive financial planning software can handle almost any financial issue.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

Gen Y Planning

JUNE 1, 2023

Work Considerations & Other Income If you plan on taking an absence from work rather than quitting altogether, you’ll need to work closely with your employer and give them ample notice.

Budgeting 59

Budgeting Planning Insurance Medicine 59

WiserAdvisor

MAY 16, 2023

They may also recommend medicines or therapies that can help you manage your symptoms. Hire a financial advisor Financial stress can have a significant impact on your health and well-being. Therefore, it is essential to take steps to manage your financial stress and seek help from a financial advisor when necessary.

Financial Advisor 52

Financial Advisor Budgeting Education Medical 52

Good Financial Cents

JULY 3, 2023

Nuclear medicine technologists $32.91 With diligence and dedication to financial planning, you can enjoy the benefits of your salary without having to worry about making more money. $30 Some job titles that typically offer this salary range are: Job Title Hourly Wage Insurance underwriters $30.45 Food scientists $30.95

Budgeting 73

Budgeting Taxes Numbers Retirement 73

Fortune Financial

SEPTEMBER 29, 2022

One major financial factor to consider is that longer lifespans tend to increase medical-related expenses during retirement years. As new medicines and technologies are developed, medical costs tend to outpace the core rate of inflation by several percentage points annually. .

Retirement 52

Retirement Portfolio Retirement Planning Investments 52

Sara Grillo

SEPTEMBER 26, 2022

We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. What is your opinion? Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59