Document Estate Planning Insurance Coverage 
eMoney Advisor
DECEMBER 6, 2022
If you’ve prompted your clients to think ahead about evacuation planning, a home inventory, and a plan for documents, then they’ll be more likely to get out of harm’s way when necessary. 1 A Virtual Go-Bag and More to Guard Documents. Sometimes you need the physical, notarized copy of a document.
MainStreet Financial Planning
JUNE 13, 2023
Update your life and disability insurance. Now more than ever you want to have appropriate life and disability insurance coverage, so if something unexpected happens your family will be OK. Get your estate plan in order. Without the appropriate legal documents, the courts would decide who cares for your child.
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Carson Wealth
APRIL 25, 2024
Retirement planning: Calculate retirement needs and contribute regularly to retirement accounts. Insurance coverage: Evaluate insurance needs for health, life, disability, long-term care and property, ensuring adequate coverage.
Yardley Wealth Management
JANUARY 18, 2022
Protecting What’s Yours (After You Pass) In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. What if you die intestate (without a will)?
Yardley Wealth Management
JANUARY 18, 2022
In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating.
Walkner Condon Financial Advisors
NOVEMBER 11, 2022
Should you decide to contribute more than $16,000 in 2022, we would recommend that you work with your tax professional to ensure that you are properly documenting the gift. The owners of a 529 account receive tax benefits on the growth of the investment account and may also receive state tax benefits depending on each state plan.
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.
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