Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

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Financial Planning Planning Budgeting Retirement 98

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.

Insurance 105

Insurance Insurance Coverage Certification Wealth Management 105

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.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

Clever Girl Finance

AUGUST 19, 2024

Plan for long-term baby expenses 5. Review your maternity leave and insurance coverage 6. Update your life insurance policy 8. Create or revise your estate plan 9. Plan for emergency expenses 11. Articles related to expanding your family Leverage these tips to save for a baby!

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Insurance Coverage Budgeting Medical Insurance 100

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?

Financial Planning 40

Financial Planning Planning Medical Financial Advisor 40

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”).

Insurance Coverage 52

Insurance Coverage Insurance Medical Financial Planner 52

Harness Wealth

DECEMBER 19, 2022

In this article, we discuss why you should: Create a complete picture of your personal net worth. Whether you’re looking to get married , start a family , or planning for your estate , it makes good sense to take a closer look at your financial situation and how that might change after a big life event.

Taxes 52

Taxes Insurance Coverage Assets Financial Planning 52

WiserAdvisor

MAY 22, 2025

And if you are unsure where to begin, talking to a financial advisor can help you build a more personalized and realistic retirement plan. This article will also walk you through how to prepare, what to consider, and how to make sure your plan supports your healthcare costs in retirement.

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Healthcare Retirement Planning Retirement Planning 59

Clever Girl Finance

DECEMBER 13, 2023

Articles related to living on one income Living on one income will require consistency and dedication, but you can do it! But you’ll be happy if you have the right coverage in place in the event of an emergency! Create a financial plan If you’re trying to live on one income, having enough money can be a challenge sometimes.

Budgeting 98

Budgeting Planning Financial Planning Accounting 98

Clever Girl Finance

APRIL 29, 2024

Table of contents 15 Bad financial decisions to watch out for Expert tip: Focus on life beyond your finances How to recover from bad financial decisions What is considered a bad financial decision? What is the best financial decision? Why do people make poor financial choices?

Budgeting 105

Budgeting Planning Accounting Insurance 105

WiserAdvisor

DECEMBER 1, 2023

A financial advisor for doctors can be an indispensable asset, offering insights to these specialized professionals on how to manage their money. This article will shed light on why physicians particularly need financial advisors to navigate the financial intricacies of their lives.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

WiserAdvisor

JANUARY 10, 2023

Consider consulting with a professional financial advisor who can assess your present financial situation, investment portfolio, and retirement plan and guide you if you need to change it for 2023. This is financial planning 101. In addition, ensure you have adequate insurance coverage.

Estate Planning 40

Estate Planning Retirement Budgeting Insurance 40

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.

Financial Planning 40

Financial Planning Insurance Insurance Coverage Planning 40

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?

Financial Planning 40

Financial Planning Planning Medical Healthcare 40

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.

Planning 89

Planning Retirement Planning Insurance Taxes 89

WiserAdvisor

MARCH 13, 2024

Adhering to these pillars can help you pave the way for a secure and fulfilling retirement supported by wise financial decisions and informed choices. A financial advisor can help you understand the five pillars of retirement planning to ensure you stay a step ahead when planning for the later years of your life.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Good Financial Cents

JULY 7, 2023

This type of insurance is often viewed as the simpler and more affordable option , as it strictly provides coverage without any investment component. Remember: Always confirm the details with your insurer and remember that you might be entitled to receive some of the policy’s cash value upon surrendering the policy.

Insurance 89

Insurance Insurance Coverage Retirement Planning Investing 89

Clever Girl Finance

DECEMBER 16, 2022

Planning is a matter of determining the steps necessary for getting from where you're at to where you really want to be. For instance, you can create a financial plan that includes: Your new budget. A savings plan. A debt repayment plan. A risk mitigation plan (ex. An investment strategy.

Budgeting 59

Budgeting Insurance Coverage Planning Accounting 59

Clever Girl Finance

JANUARY 9, 2024

5 Ways to access your insurance What can you do with the cash? What life insurance is best for cash value? Is cash value whole life insurance worth it? Can you cash out your cash value life insurance policy? Even though the importance of life insurance cannot be overstated , a cash value policy may not be what you expect.

Insurance 98

Insurance Accounting Taxes Insurance Coverage 98

Clever Girl Finance

JANUARY 4, 2024

Table of contents Benefits of life insurance Expert tip: Don’t wait to buy life insurance The cost value of all you do and how insurance ties in Life insurance and your long-term goals Make the process of getting life insurance simple What is the most important use of life insurance?

Insurance 64

Insurance Retirement Medical Taxes 64

Clever Girl Finance

JANUARY 4, 2024

Table of contents Benefits of life insurance Expert tip: Don’t wait to buy life insurance The cost value of all you do and how insurance ties in Life insurance and your long-term goals Make the process of getting life insurance simple What is the most important use of life insurance?

Insurance 52

Insurance Retirement Medical Taxes 52

Nerd's Eye View

DECEMBER 6, 2024

Also in industry news this week: A recent survey found that financial advisors who have recently switched firms are overwhelmingly satisfied with their move, with firm technology playing a key role both in the decision to leave and their satisfaction with their new firm A Federal court has issued an injunction against the Corporate Transparency Act, (..)

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