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Is Talking to a Financial Planner Worth It? Exploring the Benefits of Financial Planning

Yardley Wealth Management

Retirement Planning Retirement planning is one area where talking to a financial planner proves particularly worthwhile. Risk Management and Insurance Another reason why talking to a financial planner is worth it involves risk management.

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Avoid Making These Mistakes to Safeguard Your Wealth

WiserAdvisor

Mistake #2: Not having an estate plan in place Estate planning is essential for protecting what you’ve worked hard to build. A good estate plan ensures your assets go where you want them to. A 2023 survey by Law Depot found that 73% of Americans didn’t have an estate plan.

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10 Smart Ways to Prepare for Retirement

Carson Wealth

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 estate plan in place.

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Including Pets in Your Estate Plan for Peace of Mind

Yardley Wealth Management

The post Including Pets in Your Estate Plan for Peace of Mind appeared first on Yardley Wealth Management, LLC. Including Pets in Your Estate Plan 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.

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The Mark of a True Professional With Ike Trotter

NAIFA Advisor Today

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, risk management, and "basic" estate planning solutions to families and small businesses.

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6 Financial Planning Mistakes Physicians Make

WiserAdvisor

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.

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Transcript: Kristen Bitterly Michell

The Big Picture

BITTERLY MICHELL: … risk management. 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 estate planning.

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