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Weekend Reading For Financial Planners (December 28–29)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that according to a recent study by DeVoe & Company, only 42% of RIAs surveyed have written succession plans and either have begun to implement them or have already done so.

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Weekend Reading For Financial Planners (March 30-31)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey suggests Americans are increasingly prioritizing work-life balance over higher salaries, with 2/3 of respondents indicating that they would rather work at a job that they loved rather than (..)

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How to Become a Financial Advisor or Financial Planner in India?

International College of Financial Planning

When it comes to choosing a financial planner, it’s important to choose the right fit for you. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. A planner should be able to answer any question that you may have regarding his services.

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How to protect your Cash

MainStreet Financial Planning

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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Financial Planning That Helps Clients Weather Disasters

eMoney Advisor

Billion-dollar disasters, inflation, and increased building costs mean a perfect storm is brewing for financial planners’ risk management strategies. Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason.

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Financial Planning For Freelancers: 8 Tips To Budget And Save

Clever Girl Finance

That’s where financial planning for freelancers comes in. As a freelancer, youre your own boss, accountant, and financial planner all rolled into one. Secure health insurance and other benefits As a freelancer, securing benefits like health insurance and disability coverage is entirely up to you.

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Taking Control of Your Finances: Why Financial Planning Matters

International College of Financial Planning

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.