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Enjoy the current installment of "Weekend Reading For FinancialPlanners" - 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.
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.
Improper risk management and insurancecoverage. Making emotional financial decisions. Overpaying on taxes. TaxPlanning. A proactive taxplan can save you thousands of dollars every year. Without a taxplan, you could increase your tax bill and potentially incur needless penalties.
your short, mid-term, and long-term goals) The right types of insurancecoverage (Life, health, disability, home, etc.) Now that you are aware of what to plan, let’s get into exactly how to create your financialplan. Plan for taxes Yup, taxes!
They are exposed to the potential threat of lawsuits from patients, which is why they need comprehensive insurancecoverage. Verify qualifications and credentials Educate yourself on the qualifications and certifications relevant to financial advisors.
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