WiserAdvisor

DECEMBER 1, 2023

This often leads to the acquisition of luxury items, expensive electronics, big homes, high-end vehicles, extravagant vacations, and various other indulgences. This can create a potential conflict between an individual’s present lifestyle and long-term financial goals.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

MainStreet Financial Planning

MARCH 15, 2023

Determining the total coverage for trust accounts can be more complex since you will have to examine beneficiary designations. FDIC also has a very useful calculator FDIC’s Electronic Deposit Insurance Estimator (EDIE). Are my Retirement Accounts, such as IRA, 401k, or Investment Brokerage Insured?

Insurance Coverage 79

Insurance Coverage Insurance Accounting Banking 79

Clever Girl Finance

MARCH 19, 2024

your short, mid-term, and long-term goals) The right types of insurance coverage (Life, health, disability, home, etc.) Now that you are aware of what to plan, let’s get into exactly how to create your financial plan. How to make a financial plan Below, you’ll find twelve steps for how to make a financial plan.

Financial Planning 68

Financial Planning Planning Budgeting Insurance 68

Good Financial Cents

AUGUST 19, 2023

Do you think a million-dollar term life insurance policy sounds like too much insurance? As a Certified Financial Planner, I see underinsured people every day. A million-dollar term life insurance policy might actually be the minimum coverage needed for the typical middle-class household, but it’s affordable.

Insurance 97

Insurance Insurance Coverage Medical Certified Financial Planner 97