Yardley Wealth Management

DECEMBER 24, 2024

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. Are you the hero who overcomes financial obstacles, or the side character watching others succeed? As your CFP®, I’m here to help you rewrite that story.

Planning 52

Planning Wealth Management Insurance Coverage CFP 52

MainStreet Financial Planning

JULY 23, 2024

of income on insurance premiums, 60% of that is for auto and home premiums. As a CFP® practitioner, I spend a few hours per month on continuing education. Recently, I got an invitation for a webinar titled “Incorporating Property & Casualty into The Holistic Financial Plan.” as additional named insured on the policy.

Insurance 98

Insurance Insurance Coverage Medical Education 98

Darrow Wealth Management

SEPTEMBER 25, 2023

While continuing to build equity in your home can be advantageous financially, navigating a construction project isn’t easy. And when something goes wrong, many homeowners are surprised to learn of gaps in their insurance coverage or their contractor’s.

Insurance 105

Insurance Insurance Coverage Certification Wealth Management 105

International College of Financial Planning

JULY 31, 2023

Retirement is a time to embrace your dreams and live a contended retirement life, but it requires meticulous financial planning and preparation. Retirement planning is even more critical for self-employed individuals as they lack the safety net of traditional benefits like PPF or LTA.

Financial Planning 52

Financial Planning Retirement Planning Retirement Planning 52

International College of Financial Planning

SEPTEMBER 3, 2021

Who is a financial advisor or a certified financial planner? 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. Planning is the key to achieving your financial goals.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

WiserAdvisor

DECEMBER 1, 2023

This article will shed light on why physicians particularly need financial advisors to navigate the financial intricacies of their lives. This can lead to financial instability in the long run. They are exposed to the potential threat of lawsuits from patients, which is why they need comprehensive insurance coverage.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

eMoney Advisor

DECEMBER 6, 2022

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.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97