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Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently

eMoney Advisor

Financial Planning Needs: Retirement planning Education and family planning Obtaining appropriate insurance coverage Business and tax planning Significant asset purchases Strategies for Serving Clients in This Stage: Clients at this stage are experiencing life events — both large and small — that will impact their financial planning needs.

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Maximizing Maternity Leave Benefits: Financial Strategies for New Parents

Yardley Wealth Management

Communicate with Your Employer Effective communication with your employer is key during the maternity leave planning process. Explore benefits such as health insurance coverage, flexible spending accounts (FSAs) for medical expenses, and childcare assistance programs offered by your employer or through government agencies.

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Key Resources And Money Tips For Low-Income Families

Clever Girl Finance

While many medical expenses are unavoidable, the more you care for your health, the less you end up paying in healthcare costs over time. Health Resources The cost of health insurance may seem out of reach, but some resources can fit within your budget. Here are the three main programs for healthcare coverage.

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Key Tips For Living On One Income

Clever Girl Finance

One excellent option is to look for free community resources like food banks, clothing swaps, and public transportation. Another way to save money is to explore government programs that can assist with healthcare and housing. Communication is also vital. Finally, ask for help from friends and family if you need to.

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15 Key Tips For Living On One Income

Clever Girl Finance

Another way to save money is to explore government programs that can assist with healthcare and housing. But you’ll be happy if you have the right coverage in place in the event of an emergency! And it may seem obvious, but it can’t be overstated: Communication is vital. We all overspend sometimes.

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Key Tips For Living On One Income

Clever Girl Finance

One excellent option is to look for free community resources like food banks, clothing swaps, and public transportation. Another way to save money is to explore government programs that can assist with healthcare and housing. Communication is also vital. Finally, ask for help from friends and family if you need to.