eMoney Advisor

FEBRUARY 9, 2023

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

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Carson Wealth

JANUARY 4, 2024

Your financial focus and planning in each decade should follow suit. Let’s look at three financial tactics to focus on in each decade of your life, starting with your 20s. Which decade should you really start to plan for retirement? Which decade should you really start to plan for retirement? Invest in yourself.

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

NAIFA Advisor Today

SEPTEMBER 1, 2022

Life insurance is a crucial part of any solid financial plan, but 41% of Americans say they don’t have sufficient life insurance coverage. For agents and advisors, LIAM is the perfect time to meet with your clients to make sure their life insurance coverage meets their needs.

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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.

Insurance Coverage 52

Insurance Coverage Insurance Taxes Financial Planning 52

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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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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AdvicePay

JUNE 13, 2024

Much like the maintenance of a car ensures its longevity and optimal performance, financial planning demands both one-time and ongoing attention. This approach allows you to engage these clients by charging a fee that’s covered through their monthly cash flow.

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Nerd's Eye View

OCTOBER 31, 2022

While many financial advisors may have focused primarily on portfolio management at one time, the evolution of the financial planning profession has opened up an ever-growing number of services that advisors now offer to their clients on a regular basis. Read More.

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MainStreet Financial Planning

JULY 23, 2024

Recently, I got an invitation for a webinar titled “Incorporating Property & Casualty into The Holistic Financial Plan.” Maybe there would be some nuggets I could share with clients to help navigate the changing insurance landscape so I signed up! as additional named insured on the policy. The webinar was fantastic!

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International College of Financial Planning

JULY 31, 2023

Retirement is a time to embrace your dreams and live a contended retirement life, but it requires meticulous financial planning and preparation. Retirement planning is even more critical for self-employed individuals as they lack the safety net of traditional benefits like PPF or LTA.

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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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MainStreet Financial Planning

JUNE 13, 2023

Taking the time to develop a plan will help you and your partner get on the same page and strengthen your bond so you can enjoy your growing family. I hope this helps you think through the financial demands of having a larger household and the impact on your spending plan, so you understand what you need to do financially to stay on track!

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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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MainStreet Financial Planning

MARCH 15, 2023

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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Clever Girl Finance

AUGUST 19, 2024

You’re not just welcoming a new member into your family, but you’re also stepping into a whole new lifestyle with different routines and, of course, new financial responsibilities. But with the right planning, you can confidently figure out how much to save for a baby and still stay on track with your financial goals!

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Insurance Coverage Budgeting Medical Insurance 99

Darrow Wealth Management

SEPTEMBER 25, 2023

While continuing to build equity in your home can be advantageous financially, navigating a construction project isn’t easy. And when something goes wrong, many homeowners are surprised to learn of gaps in their insurance coverage or their contractor’s.

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Walkner Condon Financial Advisors

NOVEMBER 11, 2022

As we look forward to 2023, the IRS recently announced that the contribution limits for employer-sponsored retirement plans are going up. You may want to review your contribution amounts and adjust for January payrolls if your goal is to maximize funding your retirement plan contributions. . 529 College Savings Plans.

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Insurance Coverage Retirement Planning Financial Advisor Taxes 98

Integrity Financial Planning

MARCH 19, 2023

Stocks, bonds, mutual funds, Treasury securities, life insurance, annuities, and items held in safe deposit boxes are not included in deposit insurance coverage. If you use your bank’s brokerage service to buy mutual funds and the brokerage fails, you won’t be protected by federal deposit insurance.

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Insurance Insurance Coverage Banking Accounting 97

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.

Insurance Coverage 52

Insurance Coverage Management Insurance Taxes 52

Carson Wealth

AUGUST 4, 2022

Ways to Start Planning Early for Retirement Health Care Costs. Let’s start with the obvious: savings plans. Another option is adding insurance coverage that can help pay for some of the more significant health events. Here are two of the more standard coverage options that people can choose from. . May 25, 2002.

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Truemind Capital

FEBRUARY 2, 2021

Little did Rohit know that he ended up investing in a pension plan with a commitment to pay fixed annual premiums. This happens due to a lack of knowledge regarding different investment options and the absence of tax planning. One should always opt for a pure term plan (pure cost for insurance coverage) when insurance is required.

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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 Organized Financial Records Imagine to have a house but not the key to enter inside!

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Insurance Coverage Insurance Banking Planning 64

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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WiserAdvisor

JULY 27, 2023

This advanced language processing technology has also greatly impacted the financial advisory sector, prompting a critical question: Can ChatGPT replace human financial advisors in retirement planning? Personalized guidance, empathy, and a deep contextual understanding are integral to effective retirement planning.

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Cordant Wealth Partners

AUGUST 16, 2024

Most recently, Intel announced layoffs impacting 15% of the workforce with a plan to cut $10 billion in total costs. Tax planning for a transition out of Intel is critical. 18 months of coverage is being offered for COBRA plus a $20k Healthcare bonus. Please check with your HR for the most up-to-date plan information.

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Clever Girl Finance

APRIL 29, 2024

And to get past it, you need to have a plan to roll (or blast) that block out of your way! However, creating and executing a plan to aggressively attack your debt, especially credit card debt, allows you to pay it off as quickly as possible. can be a big financial mistake. Then, you can fully focus on saving more money.

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International College of Financial Planning

SEPTEMBER 3, 2021

To ensure that an advisor who will help you plan your finance, follow these steps. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. Many times, it happens that the idea of choosing a financial advisor fills you with fear and dread.

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Cordant Wealth Partners

DECEMBER 2, 2022

Most recently, Intel announced layoffs impacting 11% of the workforce in the fall of 2022 with a plan to cut $3 billion in costs over the next year. Tax planning for a transition out of Intel is critical. Intel Retirement Contribution Plan. Please check with your HR for the most up-to-date plan information.

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Workable Wealth

NOVEMBER 11, 2020

But building a balanced meal plan takes more time and effort to accomplish. The same is true for a healthy financial plan. Not every financial planning task is exciting and groundbreaking, but each step secures your goals and vision for the future. Term life insurance. Existing insurance coverage.

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Clever Girl Finance

DECEMBER 13, 2023

But with a solid plan and discipline, you can tackle your debt and take control of your finances. Reducing debt could include learning how to negotiate credit card debt with creditors for lower interest rates or setting up a debt repayment plan, such as the debt snowball worksheet method.

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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

Plan for life milestones that will impact your future tax liability. ” Harness Wealth’s CPAs can provide expert advice if you’ve experienced profits (or losses) via any crypto asset related activities this year and help you plan ahead for future years as well if crypto assets make up a sizable chunk of your assets.

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Clever Girl Finance

SEPTEMBER 2, 2022

For instance, setting professional goals, financial goals, and more can create a plan to accomplish them! Planning for the unexpected is an important life lesson. That’s why it’s important to prepare for the unexpected with an emergency fund and the proper insurance coverage. Failure to plan is planning to fail.

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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. This can lead to financial instability in the long run. A well-structured plan not only serves as a roadmap for the present but also paves the way for a more secure future.

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Gen Y Planning

OCTOBER 13, 2023

An increasing percentage of pre-retirees are now planning to retire early (at age 62 or earlier), and it’s becoming more common to see people opting for an alternate lifestyle once they do take the retirement plunge. Whatever you’re thinking, it’s important to plan ahead financially. Take your time. Evaluate your cash reserves.

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Gen Y Planning

JANUARY 5, 2022

Increased financial wellness is also at the top of many people’s lofty beginning-of-the-year plans. . But don’t worry; this isn’t a blog about creating a financial New Year’s resolution (we don’t want to set you up to fail). Set up recurring payments for your mortgage/rent, insurance, utilities, etc.,

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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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