Good Financial Cents
FEBRUARY 1, 2023
Investing in a guaranteed interest account is a great way to secure your money, as there is very little risk. Guaranteed interest accounts provide reliable, consistent returns and can be used for short-term savings or to supplement other investments in your portfolio. How Does A Guaranteed Interest Account Work?
Integrity Financial Planning
MARCH 19, 2023
As a result, and due to the fact that, like many large bank accounts, most of SVB’s funds were not covered by the FDIC (Federal Deposit Insurance Corporation), other venture capital firms and tech companies panicked, yanking their funds due to the stock loss.
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MainStreet Financial Planning
JUNE 13, 2023
You can request a social security number along with your baby’s birth certificate. Update your life and disability insurance. Now more than ever you want to have appropriate life and disability insurance coverage, so if something unexpected happens your family will be OK. Get a social security number for your child.
WiserAdvisor
MARCH 13, 2024
Strategically selecting tax-efficient investment vehicles, such as retirement accounts, tax-deferred annuities, and municipal bonds, helps reduce the effect of taxes on your investment returns. Securing comprehensive health insurance coverage allows you to mitigate the financial risks associated with an illness, injury, or medical emergency.
eMoney Advisor
DECEMBER 6, 2022
They can check their homeowner’s insurance coverage before making a claim once the storm has passed. Encourage your clients to keep their wills, birth and marriage certificates, passports, and the like in a fireproof, waterproof box that they can take with them when they evacuate. One last note on paperwork.
WiserAdvisor
DECEMBER 1, 2023
They can take into account crucial details, such as interest rates, repayment terms, and loan providers, and implement a strategic and systematic approach to debt repayment. They can guide them in leveraging employer-sponsored retirement accounts, such as 401(k), 403(b), or 457(b).
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. A Handy Checklist List your financial assets in detail (investment and bank accounts, retirement plans, etc.). How Can We Help?
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