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Retirement Planning Retirement planning is one area where talking to a financial planner proves particularly worthwhile. RiskManagement and Insurance Another reason why talking to a financial planner is worth it involves riskmanagement.
Mistake #2: Not having an estateplan in place Estateplanning is essential for protecting what you’ve worked hard to build. A good estateplan ensures your assets go where you want them to. A 2023 survey by Law Depot found that 73% of Americans didn’t have an estateplan.
From there, estimate your future monthly expenses, including housing, healthcare, travel, and entertainment. The more accurately you understand your needs, the better you can plan. Plan for the Unexpected Life is unpredictable. Make sure you have at least a basic estateplan in place.
The post Including Pets in Your EstatePlan for Peace of Mind appeared first on Yardley Wealth Management, LLC. Including Pets in Your EstatePlan for Peace of Mind As a pet owner, you’ve likely considered your furry friend’s well-being in many aspects of your life. People now treat pets like family.
Ike is highly skilled in analyzing long-term care insurance, Medicare supplement coverage, disability insurance, life insurance, and retirement planning. As a Financial Services Professional for Ike Trotter Agency , he provides healthcare, riskmanagement, and "basic" estateplanning solutions to families and small businesses.
Hence, it becomes essential to follow a rational financial plan that focuses on your short and long-term financial goals and ensures financial security not just in the present but also in the future. Not creating a comprehensive financial plan Financial planning for physicians and healthcare professionals is essential.
BITTERLY MICHELL: … riskmanagement. BITTERLY MICHELL: Meaning custodians, of course, like in terms of — of counterparty, but also thinking of like your wealth planning and the structure of your assets, the trusts that are available to you, how you want to think about trust and estateplanning.
Diversification lies at the heart of investment planning. It serves as a fundamental riskmanagement strategy. You can effectively fund your healthcare expenses, support dependents and family members, or pursue leisure activities like traveling with a well-structured investment portfolio.
So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? We’ll do estateplanning and other complex financial planning. Let’s talk a little bit about portfolio analytics, financial planning tools.
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