Nerd's Eye View

DECEMBER 27, 2024

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.

Financial Planner 246

Financial Planner Insurance Coverage Insurance Valuation 246

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. It also provides peace of mind and financial security in times of medical crisis.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Workable Wealth

OCTOBER 14, 2020

Improper risk management and insurance coverage. Making emotional financial decisions. Overpaying on taxes. Tax Planning. A proactive tax plan can save you thousands of dollars every year. Without a tax plan, you could increase your tax bill and potentially incur needless penalties.

Financial Planning 52

Financial Planning Planning Insurance Coverage Tax Planning 52

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.) Now that you are aware of what to plan, let’s get into exactly how to create your financial plan. Plan for taxes Yup, taxes!

Financial Planning 91

Financial Planning Planning Budgeting Retirement 91

WiserAdvisor

DECEMBER 1, 2023

They are exposed to the potential threat of lawsuits from patients, which is why they need comprehensive insurance coverage. Verify qualifications and credentials Educate yourself on the qualifications and certifications relevant to financial advisors.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59