WiserAdvisor

DECEMBER 1, 2023

This oversight can have far-reaching consequences and lead to overspending, misguided perceptions of financial security, and minimal preparation for future goals. This can lead to financial instability in the long run. Given the nature of their profession, physicians face the constant risk of malpractice claims.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Clever Girl Finance

DECEMBER 1, 2022

Let’s start by creating a list of things you’ll need to have or build on your journey to financial security. A monthly budget to help you keep your expenses below your income. A debt pay-off and spending plan (using your budget). The right type of insurance coverage (Life, health, disability, home, etc.).

Financial Planning 105

Financial Planning Planning Budgeting Insurance 105

Clever Girl Finance

MARCH 19, 2024

Create a list of things to plan for How to make a financial plan Expert tip: Consider your needs for each life stage Determine the type of financial plan you need Tips on how to frequently review your financial plan What is a financial plan using an example? Is a financial plan the same as a budget?

Financial Planning 69

Financial Planning Planning Budgeting Insurance 69

Good Financial Cents

AUGUST 19, 2023

Do you think a million-dollar term life insurance policy sounds like too much insurance? As a Certified Financial Planner, I see underinsured people every day. A million-dollar term life insurance policy might actually be the minimum coverage needed for the typical middle-class household, but it’s affordable.

Insurance 97

Insurance Insurance Coverage Medical Certified Financial Planner 97