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Kick Off the New Year with a Solid Plan

Yardley Wealth Management

Pull out your bank statements like case files. You might be surprised to find your daily coffee isn’t the culprit – it’s often the unused subscriptions playing hide and seek with your bank account. Your first case? The Mystery of the Vanishing Dollar. Where’s the money really going?

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Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurance coverage, retirement strategy, and even estate planning. While each of these goals is important individually, what matters more is how they all fit together.

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Ten Steps To Creating A Solid Financial Plan For Yourself

Clever Girl Finance

It details your current money situation, as well as your financial system, including things like investing, saving, retirement, and estate plans. So what is a financial plan in simple terms? The right type of insurance coverage (Life, health, disability, home, etc.). Determine the type of financial plan you need.

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12 Steps To Creating A Solid Financial Plan For Yourself

Clever Girl Finance

It details your current money situation and financial system, including investing, saving, retirement, and estate planning. your short, mid-term, and long-term goals) The right types of insurance coverage (Life, health, disability, home, etc.) It’s simply a structured approach to reach your financial goals.

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6 Financial New Year’s Resolutions for 2023

WiserAdvisor

New Year’s financial resolutions vary based on one’s financial situation and future goals, and can be anything from getting your finances in order, saving more for retirement, improving your credit score, to building an emergency fund, paying off your debts, creating an estate plan, and more. Draft a foolproof estate plan.

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Why do Physicians Need Financial Advisors and How to Find Them

WiserAdvisor

They are exposed to the potential threat of lawsuits from patients, which is why they need comprehensive insurance coverage. Physicians also require basic insurance plans like homeowners and auto insurance to protect their assets.

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6 Financial Planning Mistakes Physicians Make

WiserAdvisor

You can also set up automatic transfers to investments or separate bank accounts to ensure you save and invest first and spend later. Not prioritizing debt management Debt management is another reason why financial planning for physicians is necessary.