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Kick Off the New Year with a Solid Plan

Yardley Wealth Management

Garry Esquire, CFP®, MBA Founder & CEO of Yardley Wealth Management Picture this: It’s December 31st, and you’re looking back at 2025, celebrating not just the holidays, but your financial victories. As your CFP®, I’m here to help you rewrite that story. Kick Off the New Year with a Solid Plan by Michael J.

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Starting a Home Renovation? Don’t Ignore These Key Insurance Risks

Darrow Wealth Management

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. If you need to file a claim, the photos can help justify the replacement cost of the item(s).

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How to Become a Financial Advisor or Financial Planner in India?

International College of Financial Planning

The Certified Financial Planner (CFP) is the only professional who has to be qualified through a set of exams and also has to complete a long-term internship with at least 2 years of experience in the field. The CFP designation is highly respected around the world and financial planners with this designation are preferred by most investors.

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Strategic Retirement Planning Guide for Single Women: Expert Financial Advice

Yardley Wealth Management

Consider purchasing insurance policies such as health insurance, life insurance, disability insurance, and long-term care insurance to safeguard against unexpected risks and expenses. Plan for Social Security Social Security is a valuable source of retirement income for many Americans, including single women.

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Financial Planning That Helps Clients Weather Disasters

eMoney Advisor

Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Insurance offers a layer of protection for your assets and can help preserve your income. 1 A Virtual Go-Bag and More to Guard Documents.

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Job Loss Financial Checklist

Walkner Condon Financial Advisors

Review the documentation to understand what you might owe back to the employer. Health insurance. Your former employer may have been the source of procuring your health insurance (and dental, vision, etc.). Hopefully you saved all appropriate documentation (initial grants, notices of exercise, incentive plan documents, etc.)

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Job Loss Financial Checklist

Walkner Condon Financial Advisors

Review the documentation to understand what you might owe back to the employer. Health insurance. Your former employer may have been the source of procuring your health insurance (and dental, vision, etc.). Hopefully you saved all appropriate documentation (initial grants, notices of exercise, incentive plan documents, etc.)