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Financial Planning That Helps Clients Weather Disasters

eMoney Advisor

Billion-dollar disasters, inflation, and increased building costs mean a perfect storm is brewing for financial planners’ risk management strategies. Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason.

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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. You can read reviews and testimonials from clients and pay attention to feedback that specifically relates to physicians and their financial needs.