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4 Pitfalls of Not Having a Financial Plan

Carson Wealth

Insurance coverage: Evaluate insurance needs for health, life, disability, long-term care and property, ensuring adequate coverage. This blog is not intended to provide specific legal, tax, or other professional advice. Retirement planning: Calculate retirement needs and contribute regularly to retirement accounts.

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Should you pre-pay your loan or invest?

Truemind Capital

In case the debt is more than the investments, a term insurance plan over the tenure of the debt is absolutely necessary. Needless to say, having health insurance coverage is a must irrespective of any scenario to safeguard your savings. appeared first on Investment Blog.

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Small-business Owners and the Value of Insurance in Your Financial Plan

James Hendries

Insurance is essential to preserve small businesses, cover their assets, and safeguard their employees. Here are some types of insurance coverage a small business should have and why this is critical to your financial plan. General Liability An important part of small business insurance coverage is general liability.

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Taking Control of Your Finances: Why Financial Planning Matters

International College of Financial Planning

This blog post explains why financial planning is important and how it can benefit you in the future Understanding the Importance of Financial Planning: Financial planning involves setting financial goals, creating a budget, saving and investing managing debt, and planning for retirement and estate.

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The Battle of Advice: ChatGPT vs. a Financial Advisor on Retirement Planning

WiserAdvisor

This blog explores the strengths and limitations of employing ChatGPT vs. a financial advisor when planning for retirement. Review Insurance Coverage: Ensure you have adequate health, life, and long-term care insurance coverage. Can AI play a role in your retirement planning?

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Job Loss Financial Checklist

Walkner Condon Financial Advisors

Since I’m not an expert in this area, I thought it would make sense to outsource this section of the blog to the Harvard Business Review: Reeling From a Sudden Job Loss? People may have to continue their health insurance coverage through COBRA , enroll in a spouse’s health plan, or shop for insurance through the marketplace.

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Job Loss Financial Checklist

Walkner Condon Financial Advisors

Since I’m not an expert in this area, I thought it would make sense to outsource this section of the blog to the Harvard Business Review: Reeling From a Sudden Job Loss? People may have to continue their health insurance coverage through COBRA , enroll in a spouse’s health plan, or shop for insurance through the marketplace.