WiserAdvisor

OCTOBER 31, 2023

Creating a financial plan is the first step toward achieving financial freedom. Financial plans are essential for setting your financial goals in motion. Not every financial plan stands the test of time, and multiple options can often lead you astray.

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Financial Planning Planning Retirement Medical 59

Clever Girl Finance

DECEMBER 1, 2022

No one cares about your financial well-being more than you, so it's important to have a financial plan for yourself. Knowing how to make a financial plan will allow you to save money, afford the things you really want, and achieve long-term goals like saving for college and retirement. What is a financial plan?

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Financial Planning Planning Budgeting Insurance 105

eMoney Advisor

FEBRUARY 9, 2023

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

Financial Planning 95

Financial Planning Clients Planning Education 95

Ballast Advisors

JUNE 18, 2024

As you navigate the waters of financial planning, it’s crucial to maintain balance and stability amidst the complexities of owning multiple residences in different states. Liability Insurance: Liability coverage is essential to protect yourself in the event someone is injured on your property.

Insurance Coverage 52

Insurance Coverage Management Insurance Taxes 52

MainStreet Financial Planning

JULY 23, 2024

Recently, I got an invitation for a webinar titled “Incorporating Property & Casualty into The Holistic Financial Plan.” Maybe there would be some nuggets I could share with clients to help navigate the changing insurance landscape so I signed up! as additional named insured on the policy. The webinar was fantastic!

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Insurance Insurance Coverage Medical Education 90

WiserAdvisor

MAY 3, 2023

Health and financial planning must go hand in hand to ensure you always have enough savings to tackle the unexpected. From medical expenses to the impact of illness or disability on your ability to earn a living, your health can have a significant effect on your financial well-being. What is health or medical financial planning?

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Financial Planning Planning Medical Healthcare 52

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. Name a guardian for your child in the event something unexpected happens to you.

Insurance Coverage 91

Insurance Coverage Budgeting Healthcare Estate Planning 91

Integrity Financial Planning

MARCH 19, 2023

You’ve likely heard the news that Silicon Valley Bank (SVB) has experienced a financial shock. So, let’s get into the facts that can help put this event into context. The Series of Events Before interest rates started to rise, SVB, a large and respected bank primarily for tech companies and startups, had lots of cash on hand.

Insurance 97

Insurance Insurance Coverage Banking Accounting 97

MainStreet Financial Planning

MARCH 15, 2023

By entering information about their deposit accounts into the EDIE tool, users can generate a report that provides information on how their deposits are insured, what portion (if any) exceeds coverage limits, and what steps they can take to maximize their insurance coverage.

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Insurance Coverage Insurance Accounting Banking 78

Gen Y Planning

JULY 1, 2023

But just because they’re hard to think about doesn’t mean you shouldn’t consider the possibility of an unexpected event. You owe it to your financial wellness to prepare for the “what ifs” in life. Long-term financial planning is critical because it balances your obligations today with your goals for the future, such as retirement.

Financial Planning 52

Financial Planning Budgeting Insurance Coverage Insurance 52

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

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

The closing out of a year provides a great opportunity for us to take stock of the events of that year and determine if any changes need to be made. 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

Carson Wealth

DECEMBER 27, 2023

By Ryan Egolf, EA, Senior Tax Planner As the New Year quickly approaches, it’s time to put a bow on your 2023 financial plan. While this is by no means an exhaustive or comprehensive list of financial planning tools, these three broad areas will get you headed in the right direction.

Planning 77

Planning Retirement Planning Insurance Taxes 77

Carson Wealth

AUGUST 4, 2022

Another option is adding insurance coverage that can help pay for some of the more significant health events. Here are two of the more standard coverage options that people can choose from. . Additionally, some life insurance policies have optional riders that can be added to help cover for these conditions or events.

Retirement 98

Retirement Insurance Insurance Coverage Taxes 98

WiserAdvisor

DECEMBER 1, 2023

This article will shed light on why physicians particularly need financial advisors to navigate the financial intricacies of their lives. This can lead to financial instability in the long run. These milestones can often bring unique financial challenges for physicians.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Harness Wealth

DECEMBER 19, 2022

Whether you’re looking to get married , start a family , or planning for your estate , it makes good sense to take a closer look at your financial situation and how that might change after a big life event. It’s never too early to start building a better financial future for yourself. .

Taxes 52

Taxes Insurance Coverage Assets Financial Planning 52

Carson Wealth

JULY 19, 2022

Executive benefits can include company-provided vehicles, housing stipends, extensive moving expenses, access to a corporate jet, country club memberships, sporting-event seating, executive dining, and supplemental disability, life, healthcare and wellness plans. Exercising the ISO may trigger an Alternative Minimum Tax event. .

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Executive Compensation Compensation Planning Planning Insurance 97

Clever Girl Finance

OCTOBER 13, 2022

Keep reading to learn about seven common types of financial emergencies as well as some of the best ways to prepare for them. What are financial emergencies? A financial emergency is any event that causes you to have an unexpected bill or expense. 7 Financial emergency examples. Property insurance.

Medical 77

Medical Insurance Estate Planning Accounting 77

Carson Wealth

DECEMBER 7, 2022

Your financial planning needs get more complex than in your 20s. If you’re under significant debt pressure, consider talking with a Certified Financial Planner Professional or an Accredited Financial Counselor who specializes in consumer credit and debt management.   . Establishing Appropriate Insurance Coverage  .

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Financial Planner Insurance Retirement Planning Retirement 52

Clever Girl Finance

DECEMBER 13, 2023

By attending networking events and joining industry groups or associations, you can meet new people and learn about potential job opportunities or clients that may benefit your career growth. If you can’t attend these groups or events in person, you can also find ways to network online if meeting in person isn’t possible.

Budgeting 85

Budgeting Planning Financial Planning Accounting 85

Clever Girl Finance

DECEMBER 16, 2022

This decision is often marked by a significant date or event– like starting new goals on January 1st. Planning is a matter of determining the steps necessary for getting from where you're at to where you really want to be. For instance, you can create a financial plan that includes: Your new budget. A savings plan.

Budgeting 59

Budgeting Insurance Coverage Planning Accounting 59

Gen Y Planning

JANUARY 5, 2022

Review Your Insurance Coverage . The new year is an excellent time to take a look at your insurance coverage. Ask yourself, Do you have a life insurance policy that properly protects your family? Does your employer offer short or long-term disability insurance, and are you signed up?

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Insurance Coverage Insurance Accounting Taxes 52

Clever Girl Finance

JANUARY 9, 2024

Our goal is to help you understand it so you can make the best life insurance decision for yourself! What is cash value life insurance? It’s more than basic life insurance coverage. It’s a type of life insurance policy with a savings account attached to it, called the cash value component.

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Insurance Accounting Taxes Insurance Coverage 85

WiserAdvisor

MARCH 13, 2024

By spreading your investments across different investment classes, geographical regions, and market sectors, you can reduce the impact of adverse market events on your portfolio’s overall performance. Health insurance can be instrumental in tackling the escalating costs of healthcare.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Clever Girl Finance

APRIL 19, 2023

By attending networking events, you can meet new people and learn about potential job opportunities or clients that may be beneficial to your career growth. You can also use free online resources like budgeting and financial planning. The key is to prioritize self-care and relaxation without sacrificing your financial goals.

Budgeting 59

Budgeting Planning Certification Communication 59

Gen Y Planning

OCTOBER 13, 2023

You won’t need as many business-casual clothes for conferences or work events, and you can shed many belongings that have ongoing expenses or require upkeep. Think about insurance coverage. There are health care options on Healthcare.Gov , and when you turn 65 you qualify for Medicare coverage.

Retirement 64

Retirement Accounting Consulting Planning 64

Clever Girl Finance

APRIL 19, 2023

By attending networking events, you can meet new people and learn about potential job opportunities or clients that may be beneficial to your career growth. You can also use free online resources like budgeting and financial planning. The key is to prioritize self-care and relaxation without sacrificing your financial goals.

Budgeting 52

Budgeting Planning Certification Communication 52

WiserAdvisor

JANUARY 10, 2023

This article discusses 6 New Year financial resolutions that you can consider adopting to help you build a safer and more secure financial strategy for 2023. This is financial planning 101. In addition, ensure you have adequate insurance coverage. Create a budget and stick to it.

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Estate Planning Retirement Budgeting Financial Advisor 52

Good Financial Cents

OCTOBER 24, 2022

Life insurance is about making final provisions for your loved ones in the event of your death. But there’s more involved in those provisions than just life insurance. Fabric by Gerber Life is an excellent choice for the following applicants: looking for term life insurance rather than a whole life insurance policy.

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Insurance Medical License Insurance Coverage 52