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Personal finance links: a very simple philosophy

Abnormal Returns

Home sales happen. axios.com) Insurance What you need to know about auto insurance coverage. flowfp.com) How much umbrella insurance do you need? (ritholtz.com) Dan Haylett talks true wealth with author Ken Honda. youtube.com) Housing What you need to know when downsizing. wsj.com) Life happens.

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What High-Net-Worth Prospects (Really) Want From A Financial Advisor

Nerd's Eye View

selling and trading) or on sales-oriented advice that centered on implementing insurance products. In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g.,

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8 Financial Planning Tips for Small Business Owners

Carson Wealth

Develop a risk management plan to implement strategies that minimize or eliminate risks, and protect your business with appropriate insurance coverage, such as liability, property and business interruption insurance. Conduct a risk assessment to identify potential risks and their impact on your business.

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How to Fix a Common Client Problem: Too Little Insurance Protection

Tobias Financial

Is your life insurance coverage sufficient? Often it is not until a life-changing event that clients ensure their coverage is adequate. In fact, due to Covid concerns, life insurance policy sales grew 5% last year resulting in the largest annual increase in decades. To learn more, click here: [link]

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How to Fix a Common Client Problem: Too Little Insurance Protection

Tobias Financial

Is your life insurance coverage sufficient? Often it is not until a life-changing event that clients ensure their coverage is adequate. In fact, due to Covid concerns, life insurance policy sales grew 5% last year resulting in the largest annual increase in decades. To learn more, click here: [link].

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The SVB Situation and Your Financial Picture

Integrity Financial Planning

After considering their options, they issued a sale of their treasury bonds. But because their value was so largely diminished, given that the same long-term treasuries could be bought with much higher interest rates elsewhere, the sale of those treasuries turned into a major loss.

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Year-End Financial Checklist

Walkner Condon Financial Advisors

Tax loss harvesting requires careful consideration and awareness of certain restrictions (such as the wash sale rule), but if done correctly, it can be a powerful way to defer taxable gains. Insurance Amounts . Another overlooked area of a sound financial plan is insurance coverage and their respective coverage amounts.