Yardley Wealth Management
DECEMBER 24, 2024
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.
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. Limiting your liability with an umbrella insurance policy If you don’t already have an umbrella policy, you should seriously consider adding one.
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MainStreet Financial Planning
JULY 23, 2024
Insurance costs are on the rise, we are all feeling the impact on our wallets. 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. as additional named insured on the policy. The average American already spends over 5.3%
International College of Financial Planning
SEPTEMBER 3, 2021
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.
WiserAdvisor
DECEMBER 1, 2023
They are exposed to the potential threat of lawsuits from patients, which is why they need comprehensive insurance coverage. Look for certifications such as Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), or Chartered Financial Analyst (CFA).
International College of Financial Planning
JULY 31, 2023
Retirement or Pension Funds: Insurance companies offer retirement or pension policies that can help create a sizable retirement corpus while providing life insurance coverage. Moreover, PPF contributions are eligible for tax deductions under Section 80C of the Income Tax Act, making it a tax-efficient choice.
Yardley Wealth Management
DECEMBER 10, 2024
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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