Carson Wealth

JANUARY 4, 2024

While from a behavioral standpoint some suggest you should tackle low balance accounts first, a financial planning approach suggests you tackle high interest rate debt first. Proper insurance coverage: One of the biggest risks for many people in their 30s is they’re still acting as if they’re invincible.

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

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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Financial Planning Planning Insurance Coverage Financial Planner 52

Clever Girl Finance

OCTOBER 13, 2022

This gives you time to plan and budget—reducing the effect on your finances. This tightens your overall household budget and could limit your financial goals. There are tons of different types of insurance to help protect your financial situation, including: Health insurance. Property insurance.

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Medical Insurance Estate Planning Accounting 93

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. Create a budget and stick to it.

Estate Planning 40

Estate Planning Retirement Budgeting Financial Advisor 40

Clever Girl Finance

DECEMBER 16, 2022

Planning is a matter of determining the steps necessary for getting from where you're at to where you really want to be. For instance, you can create a financial plan that includes: Your new budget. A savings plan. A debt repayment plan. A risk mitigation plan (ex. An investment strategy.

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Budgeting Insurance Coverage Planning Accounting 59

Fortune Financial

SEPTEMBER 29, 2022

Stay on Top of Estate Planning. Planning for how you wish your assets to be distributed upon death is not always an easy topic to address but is important for leaving a legacy. Staying on top of estate planning may also help to avoid an expensive and lengthy probate process.

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Retirement Portfolio Retirement Planning Investing 52

WiserAdvisor

DECEMBER 1, 2023

Medical professionals have demanding schedules and professional responsibilities, because of which they may inadvertently neglect the critical task of creating a budget, setting goals, and developing a plan to achieve their financial objectives. This can lead to financial instability in the long run.

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Financial Advisor Medical Insurance Education 59

WiserAdvisor

JULY 3, 2023

Creating a budget can help physicians overcome these issues. A budget can offer you a clear understanding of your income, expenses, and spending habits. A budget is like a snapshot of your financial health. Many physicians do not have a budget to help them plan their finances for every month.

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Financial Planning Planning Financial Advisor Medical 40

Clever Girl Finance

MAY 15, 2024

In most cases, the advantages of life insurance outweigh the disadvantages—by a lot. Let’s take a closer look at the distinct benefits of life insurance. Help protect your loved ones Life insurance is an important part of your estate planning checklist. Why shouldn’t I delay getting life insurance?

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Insurance Budgeting Taxes Insurance Coverage 52

WiserAdvisor

JANUARY 16, 2024

Calculating potential housing costs accurately is fundamental for developing a realistic retirement budget. As you plan for retirement, assess your transportation needs realistically. To manage this portion of your budget effectively, plan your meals, explore cost-effective grocery options, and consider cooking at home.

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Retirement Planning Retirement Planning Financial Advisor 40