Tobias Financial
JUNE 19, 2023
Speak with your advisor now, before a storm is on the way, about your storm insurance coverage and be sure you are as protected as you can be. Make digital copies of essential documents, such as: Tax returns, wills, trusts, and powers of attorney, birth and marriage certificates, and social security cards.
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. Strongly consider taking pictures of your home every few years to document the condition. If you need to file a claim, the photos can help justify the replacement cost of the item(s).
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Carson Wealth
APRIL 25, 2024
Insurance coverage: Evaluate insurance needs for health, life, disability, long-term care and property, ensuring adequate coverage. Estate Planning: Draft essential documents such as wills, trusts, and powers of attorney to ensure the orderly transfer of assets.
MainStreet Financial Planning
JUNE 13, 2023
Update your life and disability insurance. Now more than ever you want to have appropriate life and disability insurance coverage, so if something unexpected happens your family will be OK. Without the appropriate legal documents, the courts would decide who cares for your child. Start saving for college now.
eMoney Advisor
DECEMBER 6, 2022
If you’ve prompted your clients to think ahead about evacuation planning, a home inventory, and a plan for documents, then they’ll be more likely to get out of harm’s way when necessary. 1 A Virtual Go-Bag and More to Guard Documents. Sometimes you need the physical, notarized copy of a document.
Walkner Condon Financial Advisors
NOVEMBER 11, 2022
Should you decide to contribute more than $16,000 in 2022, we would recommend that you work with your tax professional to ensure that you are properly documenting the gift. Insurance Amounts . Another overlooked area of a sound financial plan is insurance coverage and their respective coverage amounts.
Walkner Condon Financial Advisors
JUNE 27, 2023
Review the documentation to understand what you might owe back to the employer. Health insurance. Your former employer may have been the source of procuring your health insurance (and dental, vision, etc.). Hopefully you saved all appropriate documentation (initial grants, notices of exercise, incentive plan documents, etc.)
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