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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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The 5 Pillars of Retirement Planning You Should Be Aware of

WiserAdvisor

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.

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Why Should You Care About Financial Planning?

Workable Wealth

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.

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12 Steps To Creating A Solid Financial Plan For Yourself

Clever Girl Finance

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!

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Why do Physicians Need Financial Advisors and How to Find Them

WiserAdvisor

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.