Estate Planning Government Insurance Coverage 
WiserAdvisor
MARCH 13, 2024
Health insurance can be instrumental in tackling the escalating costs of healthcare. Insurance serves as a crucial safety net and shields your retirement savings from being depleted by unforeseen medical expenses. Pillar 4: Estate planning Estate planning is often overlooked and deferred as an end-of-life task.
International College of Financial Planning
MARCH 11, 2023
Benefits of Financial Planning: Financial planning offers numerous benefits, including: Financial planning assists in accomplishing financial objectives by enabling individuals to create a realistic financial roadmap, save and invest in a methodical way, and track their progress toward their goals.
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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. If you don’t say otherwise, your state’s laws typically govern who gets what.
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. How Can We Help? .
WiserAdvisor
JULY 27, 2023
Review Insurance Coverage: Ensure you have adequate health, life, and long-term care insurance coverage. Evaluate options for reducing insurance premiums without sacrificing necessary protection. Explore Estate Planning: Create or update your will and establish trusts if necessary.
WiserAdvisor
JANUARY 10, 2023
New Year’s financial resolutions vary based on one’s financial situation and future goals, and can be anything from getting your finances in order, saving more for retirement, improving your credit score, to building an emergency fund, paying off your debts, creating an estate plan, and more. Draft a foolproof estate plan.
WiserAdvisor
DECEMBER 1, 2023
Under the PSLF, physicians working for government or non-profit organizations may qualify for loan forgiveness after making 120 qualifying repayments over ten years. They are exposed to the potential threat of lawsuits from patients, which is why they need comprehensive insurance coverage.
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