Tobias Financial
JUNE 19, 2023
Speak with your advisor now, before a storm is on the way, about your storm insurance coverage and be sure you are as protected as you can be. Make digital copies of essential documents, such as: Tax returns, wills, trusts, and powers of attorney, birth and marriage certificates, and social security cards.
Darrow Wealth Management
SEPTEMBER 25, 2023
And when something goes wrong, many homeowners are surprised to learn of gaps in their insurance coverage or their contractor’s. Strongly consider taking pictures of your home every few years to document the condition. To start, always check the coverages of your contractor before signing a contract and starting the work.
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MainStreet Financial Planning
JUNE 13, 2023
You can request a social security number along with your baby’s birth certificate. Update your life and disability insurance. Now more than ever you want to have appropriate life and disability insurance coverage, so if something unexpected happens your family will be OK. Get a social security number for your child.
eMoney Advisor
DECEMBER 6, 2022
If you’ve prompted your clients to think ahead about evacuation planning, a home inventory, and a plan for documents, then they’ll be more likely to get out of harm’s way when necessary. 1 A Virtual Go-Bag and More to Guard Documents. Sometimes you need the physical, notarized copy of a document.
Yardley Wealth Management
JANUARY 18, 2022
As such, a generic template rarely replaces a reputable estate planning attorney who takes the time to get to know you, translates your wishes into legally binding documents, and collaborates with your financial partners to seek the strongest outcomes for you and your beneficiaries.
Yardley Wealth Management
JANUARY 18, 2022
As such, a generic template rarely replaces a reputable estate planning attorney who takes the time to get to know you, translates your wishes into legally binding documents, and collaborates with your financial partners to seek the strongest outcomes for you and your beneficiaries. Hurdle #3: Getting It Together .
International College of Financial Planning
SEPTEMBER 3, 2021
The proof can be in the form of an educational certificate or a professional license or any other document that will provide the best evidence of your identity. It will also tell you if any of your investments are underperforming, whether your savings are on track for retirement, and what kind of insurance coverage you might need.
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