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4 Pitfalls of Not Having a Financial Plan

Carson Wealth

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. What Could Happen if You Don’t Have a Financial Plan?

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Intel Severance Package: Your Complete Guide & Action Plan

Cordant Wealth Partners

So, if you separate from the company near the end of the year, earning both a full year of salary plus severance payouts, you could be pushed into a higher tax bracket. Tax planning for a transition out of Intel is critical. This is in addition to the accelerated vesting provided by Intel retirement rules.

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12 Steps To Creating A Solid Financial Plan For Yourself

Clever Girl Finance

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?