eMoney Advisor
DECEMBER 6, 2022
Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Insurance offers a layer of protection for your assets and can help preserve your income. 1 A Virtual Go-Bag and More to Guard Documents.
Darrow Wealth Management
SEPTEMBER 25, 2023
And when something goes wrong, many homeowners are surprised to learn of gaps in their insurance coverage or their contractor’s. Strongly consider taking pictures of your home every few years to document the condition. If you need to file a claim, the photos can help justify the replacement cost of the item(s).
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Walkner Condon Financial Advisors
JUNE 27, 2023
Review the documentation to understand what you might owe back to the employer. Health insurance. Your former employer may have been the source of procuring your health insurance (and dental, vision, etc.). Hopefully you saved all appropriate documentation (initial grants, notices of exercise, incentive plan documents, etc.)
Walkner Condon Financial Advisors
JUNE 27, 2023
Review the documentation to understand what you might owe back to the employer. Health insurance. Your former employer may have been the source of procuring your health insurance (and dental, vision, etc.). Hopefully you saved all appropriate documentation (initial grants, notices of exercise, incentive plan documents, etc.)
International College of Financial Planning
SEPTEMBER 3, 2021
The Certified Financial Planner (CFP) is the only professional who has to be qualified through a set of exams and also has to complete a long-term internship with at least 2 years of experience in the field. The CFP designation is highly respected around the world and financial planners with this designation are preferred by most investors.
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