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Managing Money Stress in Turbulent Times

Your Richest Life

Build Your Emergency Fund One of the best ways to feel more confident in your financial situation is to have a healthy emergency fund. An emergency fund offers peace of mind and a safety net for any unexpected expense, whether you have to repair your roof, pay medical bills, or take time off work.

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What You learn in Risk Analysis Under CFP Certification

International College of Financial Planning

To become a certified financial planner (CFP), you must learn about risk analysis in-depth. Here are some of the key things you learn in risk analysis under CFP certification. In CFP course details in the Risk Analysis module, you’ll learn. Medical insurance. Risk Analysis and its procedures.

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Why do Physicians Need Financial Advisors and How to Find Them

WiserAdvisor

It is precisely these challenges that make the role of a financial advisor indispensable for physicians. Financial advisors for medical professionals can offer a tailored approach to managing unique financial landscapes. Reason 2: To eliminate debt Medical education often comes with a substantial financial investment.

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The Four Phases of Retirement

Park Place Financial

Given these realities, medical costs are often the biggest concern for retirees during this stage. Even if you do not need assisted living services, you may still need sufficient funds to cover medical bills and prescriptions. What Factors Can Impact Retirement Planning? Long-term healthcare expenses. Longer life expectancies.

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How Much Should I Have Saved in My 30s?

Carson Wealth

CFP ® , Director of Consumer Investment Research. LLM, CFP ® , ChFC ® , CLU ® , RICP ® ,  Managing Partner, Wealth Solutions  . If you’re under significant debt pressure, consider talking with a Certified Financial Planner Professional or an Accredited Financial Counselor who specializes in consumer credit and debt management.   .

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

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