Gen Y Planning

JANUARY 5, 2022

Even though it’s great to automate your retirement savings, it’s often a good idea to review the amount you contribute each month. Review Your Insurance Coverage . The new year is an excellent time to take a look at your insurance coverage. Do you need additional liability insurance like an umbrella policy?

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WiserAdvisor

DECEMBER 1, 2023

It can enable physicians to set realistic and achievable financial goals, such as purchasing a home, preparing for retirement, or saving for a child’s higher education. Under the PSLF, physicians working for government or non-profit organizations may qualify for loan forgiveness after making 120 qualifying repayments over ten years.

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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. This can be 15-20% of your monthly paycheck.

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WiserAdvisor

JULY 3, 2023

You can plan for various goals like buying a house, retirement, and saving for a child’s higher education. This can make it harder to achieve financial milestones such as homeownership, starting a family, or saving for retirement. Remember to start planning for your retirement immediately, regardless of the age you start earning.

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WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. Without a solid plan, you risk drifting without direction.

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International College of Financial Planning

MARCH 11, 2023

This blog post explains why financial planning is important and how it can benefit you in the future Understanding the Importance of Financial Planning: Financial planning involves setting financial goals, creating a budget, saving and investing managing debt, and planning for retirement and estate.

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Good Financial Cents

FEBRUARY 1, 2023

The issuing institution offers the guarantee, like a bank, credit union, or government agency. When you invest in a fixed annuity, you make a lump sum payment or series of payments, and in return, you receive a guaranteed stream of income for a certain period, usually, after you retire. government. Department of Treasury.

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Yardley Wealth Management

JANUARY 18, 2022

Various trusts can also be combined with targeted insurance coverage, to help fund critical financial gaps. Life insurance may be an affordable way to resolve the challenge. In other words, it’s time to organize the important loose ends—and keep them organized over time. How Do You Get It Together? How Can We Help?

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Estate Planning Planning Assets Retirement Planning 52

Yardley Wealth Management

JANUARY 18, 2022

Various trusts can also be combined with targeted insurance coverage, to help fund critical financial gaps. Life insurance may be an affordable way to resolve the challenge. . List your financial assets in detail (investment and bank accounts, retirement plans, etc.). How Do You Get It Together? A Handy Checklist .

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