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. Get your estate plan in order. You can request a social security number along with your baby’s birth certificate.

Insurance Coverage 92

Insurance Coverage Healthcare Budgeting Estate Planning 92

WiserAdvisor

MARCH 13, 2024

Health insurance can be instrumental in tackling the escalating costs of healthcare. Insurance serves as a crucial safety net and shields your retirement savings from being depleted by unforeseen medical expenses. It also provides peace of mind and financial security in times of medical crisis.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

These plans will not be offered to everyone and have restrictions for use. TAX AND ESTATE PLANNING. Insurance Amounts . Another overlooked area of a sound financial plan is insurance coverage and their respective coverage amounts. Tax Loss Harvesting.

Insurance Coverage 98

Insurance Coverage Retirement Planning Financial Advisor Taxes 98

Workable Wealth

NOVEMBER 11, 2020

But building a balanced meal plan takes more time and effort to accomplish. The same is true for a healthy financial plan. Not every financial planning task is exciting and groundbreaking, but each step secures your goals and vision for the future. Your coverage level is unique to you and your situation.

Estate Planning 52

Estate Planning Insurance Financial Planning Planning 52

WiserAdvisor

JULY 27, 2023

Review Insurance Coverage: Ensure you have adequate health, life, and long-term care insurance coverage. Evaluate options for reducing insurance premiums without sacrificing necessary protection. Explore Estate Planning: Create or update your will and establish trusts if necessary.

Retirement Planning 52

Retirement Planning Financial Advisor Retirement Planning 52

Yardley Wealth Management

JANUARY 18, 2022

Protecting What’s Yours (After You Pass) In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. What if you die intestate (without a will)? How Can We Help?

Estate Planning 52

Estate Planning Planning Retirement Planning Assets 52

Yardley Wealth Management

JANUARY 18, 2022

In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating. How Can We Help? .

Estate Planning 52

Estate Planning Planning Retirement Planning Assets 52

Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

Financial Planning 69

Financial Planning Planning Budgeting Retirement 69

Clever Girl Finance

DECEMBER 1, 2022

No one cares about your financial well-being more than you, so it's important to have a financial plan for yourself. Knowing how to make a financial plan will allow you to save money, afford the things you really want, and achieve long-term goals like saving for college and retirement. What is a financial plan?

Financial Planning 105

Financial Planning Planning Budgeting Insurance 105

Carson Wealth

JANUARY 4, 2024

If you have student, personal or car loans, credit card debt or a mortgage, you need to have a plan on how to pay them off – and which ones to tackle first. While from a behavioral standpoint some suggest you should tackle low balance accounts first, a financial planning approach suggests you tackle high interest rate debt first.

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

WiserAdvisor

JANUARY 10, 2023

New Year’s financial resolutions vary based on one’s financial situation and future goals, and can be anything from getting your finances in order, saving more for retirement, improving your credit score, to building an emergency fund, paying off your debts, creating an estate plan, and more. To summarize.

Estate Planning 52

Estate Planning Retirement Financial Advisor Budgeting 52

WiserAdvisor

DECEMBER 1, 2023

This article will shed light on why physicians particularly need financial advisors to navigate the financial intricacies of their lives. This can lead to financial instability in the long run. They are exposed to the potential threat of lawsuits from patients, which is why they need comprehensive insurance coverage.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Fortune Financial

SEPTEMBER 29, 2022

At Fortune Financial, we stress the importance of incorporating Health Savings Accounts (HSAs) into our financial planning. This is where professional guidance can make a difference in achieving a successful financial retirement. Stay on Top of Estate Planning.

Retirement 52

Retirement Portfolio Retirement Planning Investing 52

Clever Girl Finance

DECEMBER 16, 2022

Planning is a matter of determining the steps necessary for getting from where you're at to where you really want to be. For instance, you can create a financial plan that includes: Your new budget. A savings plan. A debt repayment plan. A risk mitigation plan (ex. An investment strategy.

Budgeting 59

Budgeting Insurance Coverage Planning Accounting 59

Clever Girl Finance

JANUARY 4, 2024

Builds generational wealth Yup, life insurance is one way in which people transfer their legacies and create generational wealth. Having life insurance is a foundational element when learning how to make a financial plan. So, a life insurance policy can be a major asset to pass on to your children or other dependents.

Insurance 59

Insurance Retirement Taxes Medical 59

Clever Girl Finance

JANUARY 4, 2024

Builds generational wealth Yup, life insurance is one way in which people transfer their legacies and create generational wealth. Having life insurance is a foundational element when learning how to make a financial plan. So, a life insurance policy can be a major asset to pass on to your children or other dependents.

Insurance 52

Insurance Retirement Taxes Medical 52

Clever Girl Finance

OCTOBER 13, 2022

There are tons of different types of insurance to help protect your financial situation, including: Health insurance. Property insurance. Life insurance. Disability income insurance. Pet insurance. Business insurance. You pay the first $50, and your insurance covers the remaining $100.

Medical 73

Medical Insurance Estate Planning Accounting 73