How Your Advisor Can Build a Plan Based on Your Values
Your financial plan should have the same philosophy as the rest of your life. Your values—or what matters most to you—drive every decision you make in life, including the hobbies or activities you participate in, the causes you support and the people you spend your time with. So, let's look at the ways an advisor can build a financial plan based on your values, throughout different areas of financial planning.
When building a financial plan, a wide range of potential outcomes must be considered, with investors being willing and able to accept the downside risks. Here are the top 10 lessons for investors.
Social Security and Medicare: How to Plan for Next Year
As the 2024 increase is set to be less than that announced for 2023, retirees may be wondering what impact the Social Security adjustment will have on their Medicare costs next year. Here are some commonly asked questions about the changes coming, as well as tips to keep your Medicare costs lower, regardless of how much your Social Security benefits rise.
Whether you're expecting a life-changing inheritance, a modest inheritance or maybe not anything, it's an important situation to think about. Although everyone's situation will be different, there are steps you can take to make sure the transfer of wealth goes smoothly.
Dayne Lawyer Joins Northwest Bank as Wealth Advisor in Omaha
Clay Baker, Regional President at Northwest Bank is pleased to announce Dayne Lawyer has accepted the position as Wealth Advisor with Northwest Wealth Management in Omaha, NE.
Maximizing Health Care Savings in Retirement With an HSA
Depending on your medical needs and those of your family, you may have enrolled in a high-deductible health plan that allows you to pay for medical expenses using a health savings account (HSA). Because contributions go into an HSA pre-tax, grow tax-deferred and are distributed tax-free when used for qualifying costs, this option has gained popularity over the last several years.
6 Key Financial Considerations for Unmarried Couples
As many committed couples are choosing to forgo marriage, it's becoming more common for wealth advisors to receive questions on the financial planning implications.
