Workable Wealth

OCTOBER 14, 2020

Financial planning can take your money game up a notch by bringing clarity, strategy, and intention to your financial life. A healthy financial plan gives you the tools to take control of your finances and start living your life with passion, purpose, and freedom. So what’s the value of a financial plan?

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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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MainStreet Financial Planning

MARCH 15, 2023

It helps consumers understand how deposit insurance rules and limits apply to their specific group of deposit accounts at a particular bank. The report can be used to help make informed decisions about how to structure their deposits to ensure maximum insurance coverage.

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James Hendries

FEBRUARY 23, 2023

A solid financial plan for small businesses is vital, and part of that financial plan should be insurance. Insurance is essential to preserve small businesses, cover their assets, and safeguard their employees. General Liability An important part of small business insurance coverage is general liability.

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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. Review your coverage limits and consider factors such as driving habits and annual mileage. Past performance is not indicative of future results.

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Clever Girl Finance

DECEMBER 23, 2024

Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. Plan for taxes ahead of time 4.

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WiserAdvisor

JULY 3, 2023

A financial advisor can help you understand the intricacies of financial planning for physicians. Below are 6 common financial planning mistakes physicians make: Even though financially well-off, physicians tend to make several financial mistakes. Need a financial advisor?

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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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Yardley Wealth Management

MAY 16, 2023

Working with a financial advisor during this process can provide a wide range of benefits, such as: A holistic view of your finances: A financial advisor can analyze your current financial situation, assess your financial goals, and develop a personalized financial plan that fits your unique needs.

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Truemind Capital

SEPTEMBER 8, 2024

2 Adequate Life and Health Insurance Coverage Ensure you have sufficient health insurance—at least Rs 20 lakhs for a family of four in a metro city. A family floater plan with critical illness coverage is advisable. . #3 3 Organized Financial Records Imagine to have a house but not the key to enter inside!

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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.

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Good Financial Cents

JULY 7, 2023

Understanding Life Insurance Policies: More Than Meets the Eye First off, to make an informed decision, it’s crucial to understand the two main types of life insurance policies that are on the market. First, you need to contact your insurance provider and inform them of your intention to cancel the policy.

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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”).

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Harness Wealth

DECEMBER 19, 2022

Armed with this information, you’ll be better equipped to work with a tax or financial advisor who can answer important questions about how to make decisions about your investments. You and your partner may want to change your joint financial situation to accommodate future medical expenses, insurance coverage, or purchasing a home.

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International College of Financial Planning

SEPTEMBER 3, 2021

This is because you have been failing to plan your funds because of less time, following the old ways, peer pressure, less understanding of the financial markets, and so on. A financial advisor is a certified financial planner who is licensed and regulated to take mandate decisions on multiple aspects of financial planning.

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Clever Girl Finance

APRIL 29, 2024

Do you need to increase your health insurance or auto insurance coverage? Having these things in place will literally save you when life happens and help you maintain your financial plan. How to protect your personal information: Protecting yourself is simple once you get set up.

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WiserAdvisor

MARCH 13, 2024

These pillars provide a comprehensive framework for building a resilient and sustainable plan. Adhering to these pillars can help you pave the way for a secure and fulfilling retirement supported by wise financial decisions and informed choices. Health insurance can be instrumental in tackling the escalating costs of healthcare.

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Clever Girl Finance

OCTOBER 13, 2022

Natural disasters—like hurricanes, tornadoes, and wildfires—are some of the costliest financial emergencies. According to data from the National Centers for Environmental Information , the estimated cost of major US natural disasters was recently over $152 billion in a year. Property insurance. Life insurance.

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WiserAdvisor

JULY 27, 2023

However, it’s essential to consult with a qualified financial advisor who can tailor a plan to your specific financial situation and goals. They will have access to more detailed information about your assets, income, expenses, and risk tolerance, which is crucial for crafting a comprehensive retirement strategy.

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WiserAdvisor

DECEMBER 1, 2023

This article will shed light on why physicians particularly need financial advisors to navigate the financial intricacies of their lives. A financial advisor for doctors can play a pivotal role in guiding physicians through the process of creating a comprehensive financial plan.

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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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Clever Girl Finance

DECEMBER 13, 2023

But you’ll be happy if you have the right coverage in place in the event of an emergency! Of course, surprise expenses are a part of life, but with some planning and preparation, you can minimize their impact on your budget. But creating a solid financial planning process and sticking to it can make a world of difference.

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Fortune Financial

JULY 12, 2023

Additionally, keeping up with changes in healthcare policies, insurance plans and available resources is crucial. Retirees should review their insurance coverage annually, compare plans and explore options that provide the necessary healthcare services at a more affordable cost.

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Fortune Financial

JULY 12, 2023

Additionally, keeping up with changes in healthcare policies, insurance plans and available resources is crucial. Retirees should review their insurance coverage annually, compare plans and explore options that provide the necessary healthcare services at a more affordable cost.

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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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Fortune Financial

FEBRUARY 28, 2023

Check out our retirement planning playlist for tips on receiving the most from your benefits. Every client we work with is at a different stage in life with varied priorities and deployable resources to use to achieve their financial goals. Our robust and interactive financial planning software can handle almost any financial issue.

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Clever Girl Finance

DECEMBER 16, 2022

This will give you an overall picture of your financial state. Next, review this information and determine what you want to change. Planning is a matter of determining the steps necessary for getting from where you're at to where you really want to be. A savings plan. A debt repayment plan. An investment strategy.

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Gen Y Planning

JANUARY 5, 2022

Plus, knowing your score may help you make more informed financial decisions and detect any signs of identity theft. . Believe it or not, your cell phone bill, cable and internet package, insurance premiums, and even your utility bills aren’t set in stone. Review Your Insurance Coverage .

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Cordant Wealth Partners

AUGUST 16, 2024

Tax planning for a transition out of Intel is critical. Medical It’s typical to get a year of COBRA as part of your separation package at Intel, which pays for continued health insurance coverage and allows you to stay on your Intel plan. 18 months of coverage is being offered for COBRA plus a $20k Healthcare bonus.

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Yardley Wealth Management

JANUARY 18, 2022

Various trusts can also be combined with targeted insurance coverage, to help fund critical financial gaps. List other helpful information for your trustees or executors: Where will they find your will, trust, and any additional estate planning documents (marriage/divorce certificates, military records, etc.)?

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Yardley Wealth Management

JANUARY 18, 2022

Various trusts can also be combined with targeted insurance coverage, to help fund critical financial gaps. Life insurance may be an affordable way to resolve the challenge. . Even once you’re gone, your private information needs to remain private, to protect against identity theft, legal challenges, and other concerns.

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Cordant Wealth Partners

DECEMBER 2, 2022

Tax planning for a transition out of Intel is critical. As part of your separation package at Intel, it’s typical to get a year of COBRA which pays for continued health insurance coverage and allows you to stay on your Intel plan. The best place to start is your free Personalize Financial Assessment.

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Clever Girl Finance

APRIL 19, 2023

Whether you're single and live alone or you're a single parent , you can benefit from this information. Make use of industry publications, conferences, and online resources to stay informed, and seek out mentors or peers who can provide guidance and share insights. And I'll tell you, it's been an adventure! Communication is also vital.

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Good Financial Cents

OCTOBER 24, 2022

” With the news, Fabric by Gerber Life also informed customers that they can apply for a new or additional policy through an updated application experience. If you are already a policyholder, there is no change to your existing coverage. require a life insurance policy in a hurry. Key Takeaways.

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Clever Girl Finance

APRIL 19, 2023

Whether you're single and live alone or you're a single parent , you can benefit from this information. Make use of industry publications, conferences, and online resources to stay informed, and seek out mentors or peers who can provide guidance and share insights. And I'll tell you, it's been an adventure! Communication is also vital.

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Clever Girl Finance

JANUARY 4, 2024

Builds generational wealth Yup, life insurance is one way in which people transfer their legacies and create generational wealth. Having life insurance is a foundational element when learning how to make a financial plan. So, a life insurance policy can be a major asset to pass on to your children or other dependents.

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Fortune Financial

SEPTEMBER 29, 2022

In our retirement planning with clients, we utilize existing cash flows in current dollars to extrapolate projected monthly and annual amounts during their retirement years and incorporate annual inflation in our calculations. Staying on top of estate planning may also help to avoid an expensive and lengthy probate process.

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