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Kick Off the New Year with a Solid Plan

Yardley Wealth Management

The post Kick Off the New Year with a Solid Plan appeared first on Yardley Wealth Management, LLC. Kick Off the New Year with a Solid Plan by Michael J. As your CFP®, I’m here to help you rewrite that story. What’s the narrative you’ve been telling yourself about wealth?

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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. Physicians also require basic insurance plans like homeowners and auto insurance to protect their assets.

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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. Attendees will be eligible to earn 1 CFP® CE credit.

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Taking Control of Your Finances: Why Financial Planning Matters

International College of Financial Planning

Benefits of Financial Planning: Financial planning offers numerous benefits, including: Financial planning assists in accomplishing financial objectives by enabling individuals to create a realistic financial roadmap, save and invest in a methodical way, and track their progress toward their goals.