Debt Management Estate Planning Insurance Coverage Investment Planning 
Clever Girl Finance
MARCH 19, 2024
It details your current money situation and financial system, including investing, saving, retirement, and estate planning. your short, mid-term, and long-term goals) The right types of insurance coverage (Life, health, disability, home, etc.) the stock market, real estate, or small business).
WiserAdvisor
JANUARY 16, 2024
To secure a stable financial future, you must address outstanding debts before retiring. Create a plan to pay off high-interest debts and consider consulting with a financial advisor for guidance on debt management strategies. Beyond retirement, 401(k) plans can play a crucial role in estate planning, too.
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