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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. Just like booking a taxi on your phone, one also expects to receive financial advice, invest, and liquidate their assets, while on the go.

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Book Review: Protect Your Lifestyle by Meaghan Dowd

MainStreet Financial Planning

Maybe there would be some nuggets I could share with clients to help navigate the changing insurance landscape so I signed up! In “Protect Your Lifestyle” by Meaghan Dowd you learn how to select home, auto and liability insurance that are appropriate for your unique lifestyle. as additional named insured on the policy.

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How smart planning can reduce your taxes?

Truemind Capital

Insurance is needed when you have dependents and do not have sufficient assets to take care of them in case of any mishap. One should always opt for a pure term plan (pure cost for insurance coverage) when insurance is required. book one time free consultation session with our expert advisors. What to keep in mind?

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4 Tips On How To Live Without A Job

Clever Girl Finance

Consider continuing health coverage Your previous employer likely provided your health insurance coverage. So once you became unemployed, you also lost your health insurance coverage. We even have a book dedicated to helping you build your side hustle. For these situations, leverage COBRA.

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39 Best Money-Making Apps To Cash In Big!

Clever Girl Finance

Bookscouter Bookscouter is among the best money-making apps that allow you to sell books quickly. It can be a great way to turn your used books into cash if you are an avid reader. Pros: You can find the best price for your books because Bookscouter searches multiple companies looking to buy books.

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Is It Better to Lease or Buy a Car?

Good Financial Cents

Gauge new or used car pricing using Kelley Blue Book. Kelley Blue Book lets you enter a car model and its features, and tells you the average value you should expect to pay with a dealership or through a private sale. How does insurance differ between buying and leasing a car?

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Retire Early, Live Slow: Navigating the Transition to a Leisurely Lifestyle

Gen Y Planning

Think about insurance coverage. There are health care options on Healthcare.Gov , and when you turn 65 you qualify for Medicare coverage. Consider which coverage option is best for you, and make sure you account for any increased cost prior to making a career transition.