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.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

Carson Wealth

APRIL 25, 2024

Insurance coverage: Evaluate insurance needs for health, life, disability, long-term care and property, ensuring adequate coverage. Estate Planning: Draft essential documents such as wills, trusts, and powers of attorney to ensure the orderly transfer of assets.

Financial Planning 96

Financial Planning Planning Retirement Insurance Coverage 96

Tobias Financial

JUNE 19, 2023

Speak with your advisor now, before a storm is on the way, about your storm insurance coverage and be sure you are as protected as you can be. Make digital copies of essential documents, such as: Tax returns, wills, trusts, and powers of attorney, birth and marriage certificates, and social security cards.

Insurance Coverage 52

Insurance Coverage Food Certification Insurance 52

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. Insurance Amounts . Another overlooked area of a sound financial plan is insurance coverage and their respective coverage amounts.

Insurance Coverage 98

Insurance Coverage Retirement Planning Financial Advisor Taxes 98

Harness Wealth

OCTOBER 24, 2024

This article covers a comprehensive list of the most common forms, documents, and information needed to file taxes. Income Documentation Records showing income are the most common type of tax information used to file taxes. Social Security Benefits (SSA-1099): A form documenting any Social Security benefits received.

Taxes 52

Taxes Insurance Insurance Coverage Medical 52

Good Financial Cents

JULY 7, 2023

This type of insurance is often viewed as the simpler and more affordable option , as it strictly provides coverage without any investment component. Some life insurance policies may have surrender charges or penalties for early cancellation.

Insurance 89

Insurance Insurance Coverage Retirement Planning Investments 89

Clever Girl Finance

OCTOBER 13, 2022

There are tons of different types of insurance to help protect your financial situation, including: Health insurance. Property insurance. Life insurance. Disability income insurance. Pet insurance. Business insurance. You pay the first $50, and your insurance covers the remaining $100.

Medical 93

Medical Insurance Estate Planning Accounting 93

MainStreet Financial Planning

JUNE 2, 2022

Without sufficient insurance coverage, a homeowner is at risk of having to pay out of pocket to rebuild their home after a disaster. Here are the 8 types of insurance coverage that you will want to review to see if you have sufficient coverage for your home. Replacement cost coverage (aka “Dwelling”).

Insurance Coverage 52

Insurance Coverage Insurance Medical Financial Planner 52

Workable Wealth

NOVEMBER 11, 2020

One of the most common questions about life insurance is how much coverage you’ll need. Your coverage level is unique to you and your situation. Existing insurance coverage. All of these should spark review to potentially increase coverage that meets your changing needs. Family size and additional income.

Estate Planning 52

Estate Planning Insurance Financial Planning Planning 52

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.)

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

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.)

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Carson Wealth

JANUARY 4, 2024

Proper insurance coverage: One of the biggest risks for many people in their 30s is they’re still acting as if they’re invincible. Make sure you have the right health care coverage, car insurance, property and casualty for your home, disability insurance and life insurance.

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

Yardley Wealth Management

JANUARY 18, 2022

As such, a generic template rarely replaces a reputable estate planning attorney who takes the time to get to know you, translates your wishes into legally binding documents, and collaborates with your financial partners to seek the strongest outcomes for you and your beneficiaries.

Estate Planning 52

Estate Planning Planning Assets Retirement Planning 52

Yardley Wealth Management

JANUARY 18, 2022

As such, a generic template rarely replaces a reputable estate planning attorney who takes the time to get to know you, translates your wishes into legally binding documents, and collaborates with your financial partners to seek the strongest outcomes for you and your beneficiaries. Hurdle #3: Getting It Together .

Estate Planning 52

Estate Planning Planning Assets Retirement Planning 52

Clever Girl Finance

MARCH 19, 2024

your short, mid-term, and long-term goals) The right types of insurance coverage (Life, health, disability, home, etc.) Insurance is essentially your backup plan, protecting your assets in the event a life circumstance occurs that requires a large amount of money to resolve.

Financial Planning 91

Financial Planning Planning Budgeting Retirement 91

Cordant Wealth Partners

AUGUST 16, 2024

Medical It’s typical to get a year of COBRA as part of your separation package at Intel, which pays for continued health insurance coverage and allows you to stay on your Intel plan. 18 months of coverage is being offered for COBRA plus a $20k Healthcare bonus. Tax planning for a transition out of Intel is critical.

Planning 52

Planning Retirement Taxes Accounting 52

Cordant Wealth Partners

DECEMBER 2, 2022

As part of your separation package at Intel, it’s typical to get a year of COBRA which pays for continued health insurance coverage and allows you to stay on your Intel plan. Document Your Current Assets (In One Place). Tax planning for a transition out of Intel is critical. But often that’s not the case.

Planning 52

Planning Retirement Taxes Accounting 52

International College of Financial Planning

SEPTEMBER 3, 2021

The proof can be in the form of an educational certificate or a professional license or any other document that will provide the best evidence of your identity. It will also tell you if any of your investments are underperforming, whether your savings are on track for retirement, and what kind of insurance coverage you might need.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Brown Advisory

NOVEMBER 12, 2015

We also want to work consistently with you and your other advisors to improve the structure of your estate, reduce your tax liabilities, update your life, property and other insurance coverage, and find other ways to organize and optimize your financial situation. In compliance with those regulations, we must inform you that: 1.

Planning 52

Planning Taxes Distribution Medical 52