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Why do Physicians Need Financial Advisors and How to Find Them

WiserAdvisor

Financial advisors for medical professionals can offer a tailored approach to managing unique financial landscapes. However, physicians are often consumed by the demands of a rigorous medical career, and as a result, they can easily overlook this essential step. This can lead to financial instability in the long run.

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Financial Planning Tips For Advisors with Special Needs Clients

BlueMind

The eligibility criteria require you to have an approved Disability Tax Credit Certificate by the government. This certificate is required to be signed by a medical practitioner who assures that the individual has a severe and prolonged impairment.

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Financial Planning for Young Professionals: Tips and Strategies for a Secure Financial Future

International College of Financial Planning

Key Components of Financial Planning for Young Professionals Budgeting and expense management The first step towards effective financial planning is to create a budget. A budget aids in monitoring your income and expenses, allowing you to identify areas where costs can be reduced, or savings can be increased.

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21 Baby Travel Essentials And Baby Travel Checklist

Clever Girl Finance

Our list of budget-friendly baby travel essentials will help you pack like a pro, only take what you actually need and enjoy a stress-free trip! Articles related to babies and motherhood Having a list of baby travel essentials can help you budget for the most important items! But it doesn’t have to be.

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5 Steps To Create And Reach Your Short-Term Savings Goals

Clever Girl Finance

Consider giving yourself some breathing room in the budget for whatever life throws your way. If you have to pay an unexpected medical bill or repair your vehicle, you might still be able to hit your goal. If possible, make a space for this new savings goal in your budget. Choose a timeline that you can deliver on.

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5 Steps To Create And Reach Your Short-Term Savings Goals

Clever Girl Finance

Consider giving yourself some breathing room in the budget for whatever life throws your way. If you have to pay an unexpected medical bill or repair your vehicle, you might still be able to hit your goal. If possible, make a space for this new savings goal in your budget. Choose a timeline that you can deliver on.

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Financial Record Keeping: How Long To Keep Financial Records?

Clever Girl Finance

Birth certificates / Adoption paperwork. Death Certificates. Marriage Certificates. Marriage certificates are usually needed for the Social Security Administration status and/or name change, driver license name change, mortgage loans, life insurance, health insurance, etc. Canceled insurance policies. Security safe.