Harness Wealth

OCTOBER 24, 2024

What do you need to optimally complete and file your taxes? This article covers a comprehensive list of the most common forms, documents, and information needed to file taxes. If you need a cheat sheet, download our 1-page tax prep checklist. Use this tax prep checklist as a tool to save time ahead of tax filing.

Taxes 52

Taxes Insurance Insurance Coverage Medical 52

Good Financial Cents

DECEMBER 9, 2022

Because Lemonade uses newer technology, it can provide speedy insurance quotes with just a few clicks of a button. Although the bulk of its insurance claims are handled electronically, Lemonade also offers human customer service agents who can answer questions along the way. What Doesn’t Home Insurance Cover?

Insurance 92

Insurance Insurance Coverage Electronics Budgeting 92

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. Plan for taxes Yup, taxes!

Financial Planning 103

Financial Planning Planning Budgeting Retirement 103

WiserAdvisor

DECEMBER 1, 2023

This often leads to the acquisition of luxury items, expensive electronics, big homes, high-end vehicles, extravagant vacations, and various other indulgences. It also puts physicians in the upper slabs of federal tax brackets. Tax is one of the most significant cash outflows for physicians, which they cannot ignore.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

WiserAdvisor

JULY 3, 2023

It can require a deep understanding of personal finance, investment strategies, tax implications, and more. More often than not, people are drawn toward luxury items, expensive electronics, cars, lavish vacations, and other extravagant indulgences. Financial advisors can also help physicians simplify their complex tax situations.

Financial Planning 40

Financial Planning Planning Financial Advisor Medical 40

Good Financial Cents

AUGUST 19, 2023

This alone can require a $1 million life insurance policy. Also, keep in mind that most insurance companies have a maximum multiplier you can apply to your income for life insurance coverage. For example, it wouldn’t make much sense for a 22-year-old making $27,000 per year to get a $2 million life insurance.

Insurance 97

Insurance Insurance Coverage Medical Certified Financial Planner 97