Tobias Financial

MAY 15, 2025

Planning ahead and addressing key considerations can help ease the burden and make navigating this transition more manageable. Discussing insurance coverage, including life, health, and long-term care policies , to ensure adequate protection.

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NAIFA Advisor Today

MARCH 1, 2023

Throughout his internship, he helped form complex trusts, developed estate plans, and ensured appropriate insurance coverage for high-net-worth families.

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Insurance Coverage Estate Planning Financial Advisor Insurance 52

Carson Wealth

JANUARY 4, 2024

Proper insurance coverage: One of the biggest risks for many people in their 30s is they’re still acting as if they’re invincible. Make sure you have the right health care coverage, car insurance, property and casualty for your home, disability insurance and life insurance.

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

Clever Girl Finance

DECEMBER 1, 2022

It details your current money situation, as well as your financial system, including things like investing, saving, retirement, and estate plans. So what is a financial plan in simple terms? The right type of insurance coverage (Life, health, disability, home, etc.). Determine the type of financial plan you need.

Financial Planning 105

Financial Planning Planning Budgeting Insurance 105

eMoney Advisor

FEBRUARY 9, 2023

Financial Planning Needs: Retirement planning Education and family planning Obtaining appropriate insurance coverage Business and tax planning Significant asset purchases Strategies for Serving Clients in This Stage: Clients at this stage are experiencing life events — both large and small — that will impact their financial planning needs.

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Financial Planning Clients Planning Education 95

Clever Girl Finance

MARCH 19, 2024

It details your current money situation and financial system, including investing, saving, retirement, and estate planning. your short, mid-term, and long-term goals) The right types of insurance coverage (Life, health, disability, home, etc.) It’s simply a structured approach to reach your financial goals.

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Financial Planning Planning Budgeting Insurance 99

Workable Wealth

NOVEMBER 11, 2020

Increase (or Get) Life Insurance. Life insurance is one of the easiest tasks to forget, yet it’s crucial if you carry significant debt or have dependents who rely on your income. The truth is, everyone who buys life insurance hopes their loved ones never need to use it, but it’s a true safety net for your family. .

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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.

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Retirement Planning Financial Advisor Retirement Planning 40

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. Draft a foolproof estate plan.

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Estate Planning Retirement Budgeting Financial Advisor 40

WiserAdvisor

DECEMBER 1, 2023

From insurance needs for the child to save for their education, a financial advisor can help physicians proactively plan for these added expenditures and work toward the family’s financial security. They are exposed to the potential threat of lawsuits from patients, which is why they need comprehensive insurance coverage.

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Financial Advisor Medical Insurance Education 59

WiserAdvisor

JANUARY 3, 2024

Moreover, not only can 401(k)s be used in retirement, but they can also play a crucial role in estate planning. Unlike some financial instruments that may be eroded by inflation, real estate tends to retain and potentially increase in value. Liability insurance: Retirees engaged in business ventures require liability insurance.

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Retirement Portfolio Investments Investing 52

WiserAdvisor

JULY 3, 2023

Physicians without proper financial understanding and knowledge may overlook crucial aspects of risk management, such as portfolio diversification , insurance, etc. See: Financial Advisors for Doctors & Physicians ] To conclude Financial planning for physicians and healthcare professionals is not as complicated as it may seem.

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Financial Planning Planning Medical Financial Advisor 40

Brown Advisory

NOVEMBER 12, 2015

We also want to work consistently with you and your other advisors to improve the structure of your estate, reduce your tax liabilities, update your life, property and other insurance coverage, and find other ways to organize and optimize your financial situation.

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Planning Taxes Distribution Medical 52

WiserAdvisor

JANUARY 16, 2024

When planning for retirement, you must prioritize your health by factoring in potential medical expenses. Consider Medicare options, supplemental insurance, and potential out-of-pocket costs for medications and treatments. Beyond retirement, 401(k) plans can play a crucial role in estate planning, too.

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Retirement Planning Retirement Planning Financial Advisor 40

Yardley Wealth Management

DECEMBER 10, 2024

Plan for Longevity Women typically live longer than men, which means they need to plan for a longer retirement period and potentially higher healthcare costs. Factor longevity into your retirement planning by estimating your life expectancy and budgeting for additional years in retirement.

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Retirement Planning Financial Advice Retirement Planning 52

eMoney Advisor

DECEMBER 6, 2022

Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Insurance offers a layer of protection for your assets and can help preserve your income. 2 Designing a Moat with Insurance Analysis.

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Financial Planning Clients Planning Estate Planning 97

WiserAdvisor

MARCH 13, 2024

This pillar of retirement planning encompasses strategies to manage healthcare expenses effectively to ensure that you are adequately prepared to address medical needs while protecting your retirement savings. Health insurance can be instrumental in tackling the escalating costs of healthcare.

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Retirement Planning Retirement Planning Estate Planning 105

Clever Girl Finance

OCTOBER 13, 2022

Even with insurance, a natural disaster could cost you thousands of dollars. Car insurance may cover some of the costs, but it might not cover the full expense. You’ll also have to add in the cost of your car insurance deductible when calculating the cost of your repairs. Invest in insurance. Property insurance.

Medical 102

Medical Insurance Estate Planning Accounting 102

Carson Wealth

APRIL 25, 2024

Retirement planning: Calculate retirement needs and contribute regularly to retirement accounts. Insurance coverage: Evaluate insurance needs for health, life, disability, long-term care and property, ensuring adequate coverage.

Financial Planning 97

Financial Planning Planning Retirement Insurance Coverage 97

International College of Financial Planning

MARCH 11, 2023

Benefits of Financial Planning: Financial planning offers numerous benefits, including: Financial planning assists in accomplishing financial objectives by enabling individuals to create a realistic financial roadmap, save and invest in a methodical way, and track their progress toward their goals.

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Financial Planning Planning Insurance Coverage Financial Planner 52

Clever Girl Finance

JANUARY 4, 2024

Life insurance is one of those things that we kind of know we need, but many of us don’t want to deal with getting it right away. However, we can’t downplay the importance of life insurance, how life insurance protects our finances and family, and how much peace of mind it can give you. Let’s get into it!

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Insurance Retirement Medical Taxes 64

Clever Girl Finance

MAY 15, 2024

In addition to emotional turmoil, the remaining family may face financial stress unless they have life insurance. One of the biggest benefits of life insurance is financial protection for loved ones. Why shouldn’t I delay getting life insurance? Is it really worth having life insurance?

Insurance 52

Insurance Budgeting Taxes Insurance Coverage 52

Clever Girl Finance

JANUARY 4, 2024

Life insurance is one of those things that we kind of know we need, but many of us don’t want to deal with getting it right away. However, we can’t downplay the importance of life insurance, how life insurance protects our finances and family, and how much peace of mind it can give you. Let’s get into it!

Insurance 52

Insurance Retirement Medical Taxes 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. Life insurance may be an affordable way to resolve the challenge.

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Estate Planning Planning Assets Retirement Planning 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.

Estate Planning 52

Estate Planning Planning Assets Retirement Planning 52

WiserAdvisor

MAY 3, 2023

This amplifies the medical costs that come with it and brings the need to factor in potential medical expenses in your financial plan, including insurance premiums, deductibles, and co-pays. The average national cost of individual health insurance for a 40-year-old in 2023 is $560, a 4% increase from 2022 for silver plans.

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Financial Planning Planning Medical Healthcare 40

Clever Girl Finance

DECEMBER 16, 2022

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. Insurance coverage , will, estate plan , etc.). An investment strategy. Take daily actions toward your goals.

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Budgeting Insurance Coverage Planning Accounting 59

Fortune Financial

SEPTEMBER 29, 2022

Stay on Top of Estate Planning. Planning for how you wish your assets to be distributed upon death is not always an easy topic to address but is important for leaving a legacy. Staying on top of estate planning may also help to avoid an expensive and lengthy probate process.

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Retirement Portfolio Retirement Planning Investments 52