NAIFA Advisor Today

JULY 18, 2022

In 2012, Nicholas Limongelli went into the family business and joined Northeast Financial Network. Now the Director of Insurance Brokerage, Limongelli helps his clients find the right disability insurance coverage and serves as a resource for other financial advisors who sell disability insurance.

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International College of Financial Planning

SEPTEMBER 3, 2021

After all, if a client feels that a financial planner understands him, then he remains loyal to him. Who is a financial advisor or a certified financial planner? Many times, it happens that the idea of choosing a financial advisor fills you with fear and dread. How to Compensate Financial Advisors?

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Nerd's Eye View

OCTOBER 31, 2022

While many financial advisors may have focused primarily on portfolio management at one time, the evolution of the financial planning profession has opened up an ever-growing number of services that advisors now offer to their clients on a regular basis.

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Walkner Condon Financial Advisors

NOVEMBER 11, 2022

Bear in mind that IRA accounts do have income restrictions so it is important to work with your financial advisor or tax preparer to determine if you are eligible to contribute in 2022. Assuming you are eligible, these accounts can be quite tax advantageous for your overall financial situation. Insurance Amounts .

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Insurance Coverage Retirement Planning Financial Advisor Taxes 98

Carson Wealth

APRIL 25, 2024

Investment strategy: Determine asset allocation and investment vehicles aligned with risk tolerance and financial goals. Insurance coverage: Evaluate insurance needs for health, life, disability, long-term care and property, ensuring adequate coverage.

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Financial Planning Planning Retirement Insurance Coverage 97

Carson Wealth

SEPTEMBER 7, 2023

With so many different types of life insurance, finding the most suitable policy takes careful consideration. But before you meet with your financial advisor, having a basic understanding of the different types of life insurance can help. Life insurance typically falls into three main types: term, universal and whole.

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Insurance Insurance Coverage Taxes Accounting 88

Tobias Financial

JUNE 19, 2023

Speak with your advisor now, before a storm is on the way, about your storm insurance coverage and be sure you are as protected as you can be. At Tobias Financial Advisors, we understand the challenges and uncertainties that come with hurricane seasons. Keep some in your disaster kit.

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Insurance Coverage Food Certification Insurance 52

Carson Wealth

DECEMBER 27, 2023

While this is by no means an exhaustive or comprehensive list of financial planning tools, these three broad areas will get you headed in the right direction. As you’re thinking about these topics, please remember to consult with your financial advisor to make sure the information you have is accurate and beneficial to your unique situation.

Planning 89

Planning Retirement Planning Insurance Taxes 89

Walkner Condon Financial Advisors

JUNE 27, 2023

As a Financial Advisor I do not offer legal advice; it may make sense to hire an attorney to review a separation agreement before signing. People may have to continue their health insurance coverage through COBRA , enroll in a spouse’s health plan, or shop for insurance through the marketplace.

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Walkner Condon Financial Advisors

JUNE 27, 2023

As a Financial Advisor I do not offer legal advice; it may make sense to hire an attorney to review a separation agreement before signing. People may have to continue their health insurance coverage through COBRA , enroll in a spouse’s health plan, or shop for insurance through the marketplace.

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Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Zoe Financial

DECEMBER 23, 2022

With the ups and downs in the property markets these days, the coverage on primary and vacation homes and rental properties may have changed significantly since the last time you updated your insurance coverage. ” Another key insurance coverage every wealthy investor has is umbrella insurance.

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WiserAdvisor

MARCH 13, 2024

Adhering to these pillars can help you pave the way for a secure and fulfilling retirement supported by wise financial decisions and informed choices. A financial advisor can help you understand the five pillars of retirement planning to ensure you stay a step ahead when planning for the later years of your life.

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Gen Y Planning

JULY 1, 2023

Review Insurance Coverage One of the most effective ways to financially prepare for the unexpected is to incorporate the right insurance coverage into your financial plan. Having another source of money flowing in, such as dividends or rental income, can reduce the financial impact of a sudden job loss.

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Financial Planning Budgeting Insurance Coverage Insurance 52

WiserAdvisor

JULY 3, 2023

A financial advisor can help you understand the intricacies of financial planning for physicians. You can talk to a financial advisor to learn more about debt management and financial planning for resident physicians , nurses, surgeons, etc., Need a financial advisor?

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Financial Planning Planning Financial Advisor Medical 52

Fortune Financial

FEBRUARY 28, 2023

Work With a Fortune Financial Advisor HSAs exceeded $100 billion by the end of January 2022 and is forecasted to hit $150 billion by the end of 2024. The post How HSAs Can Help With Your Retirement Planning appeared first on Fortune Financial Advisors. What Can You Use HSA Savings For In Retirement?

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WiserAdvisor

JANUARY 10, 2023

Consider consulting with a professional financial advisor who can assess your present financial situation, investment portfolio, and retirement plan and guide you if you need to change it for 2023. You can also consult with a financial advisor to help you come up with a debt repayment plan. SPONSORED. .

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WiserAdvisor

MAY 3, 2023

From medical expenses to the impact of illness or disability on your ability to earn a living, your health can have a significant effect on your financial well-being. Therefore, it is essential to consider your health when making financial plans. Need a financial advisor?

Financial Planning 52

Financial Planning Planning Healthcare Medical 52

Carson Wealth

DECEMBER 7, 2022

If you’re under significant debt pressure, consider talking with a Certified Financial Planner Professional or an Accredited Financial Counselor who specializes in consumer credit and debt management.   . Establishing Appropriate Insurance Coverage  . Talk to a Financial Advisor   .

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Financial Planner Insurance Retirement Planning Retirement 52

Harness Wealth

DECEMBER 19, 2022

Armed with this information, you’ll be better equipped to work with a tax or financial advisor who can answer important questions about how to make decisions about your investments. You and your partner may want to change your joint financial situation to accommodate future medical expenses, insurance coverage, or purchasing a home.

Taxes 52

Taxes Insurance Coverage Assets Financial Planning 52

International College of Financial Planning

JULY 31, 2023

Retirement or Pension Funds: Insurance companies offer retirement or pension policies that can help create a sizable retirement corpus while providing life insurance coverage. Seeking advice from a financial advisor can prove beneficial if you need clarification on the way forward.

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Carson Wealth

JULY 19, 2022

Lastly, executive compensation plans may include split-dollar life insurance. Split-dollar life insurance is a way for an executive to receive life insurance coverage leveraging employer dollars and premium payments. Your financial advisor is here to help – whether you are the employer or the employee.

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Executive Compensation Compensation Planning Planning Insurance 112

WiserAdvisor

JANUARY 3, 2024

You may ponder where to begin and how to create a portfolio that matches your goals, stands the test of time, and shields you from financial uncertainty. Consider consulting with a financial advisor who can help create a suitable investment portfolio for attaining your retirement goals.

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Retirement Portfolio Investing Investments 52

Clever Girl Finance

JANUARY 9, 2024

Our goal is to help you understand it so you can make the best life insurance decision for yourself! What is cash value life insurance? It’s more than basic life insurance coverage. It’s a type of life insurance policy with a savings account attached to it, called the cash value component.

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Insurance Accounting Taxes Insurance Coverage 77

Good Financial Cents

FEBRUARY 1, 2023

These CDs are typically sold through a broker or financial advisor rather than directly from the bank. They are considered a low-risk investment option, as the principal investment is FDIC-insured up to $250,000 per depositor, per institution, in case of bank failure. What investment has a guaranteed rate of return?

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Accounting Investing Investments Insurance 93

Gen Y Planning

NOVEMBER 1, 2022

What type of insurance coverage do you have? You may find it helpful to seek counsel from a financial advisor who can help you define your “enough” and devise a clear saving and investment plan to help you achieve it. Base this number on the ideal lifestyle you created above. What’s your current tax bracket?

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Numbers Insurance Coverage Taxes Insurance 52

Yardley Wealth Management

JANUARY 18, 2022

Various trusts can also be combined with targeted insurance coverage, to help fund critical financial gaps. Life insurance may be an affordable way to resolve the challenge. (typically accompanied by broad language in your will or trust, pointing to this adjustable list).

Estate Planning 52

Estate Planning Planning Retirement Planning Assets 52

Yardley Wealth Management

JANUARY 18, 2022

Various trusts can also be combined with targeted insurance coverage, to help fund critical financial gaps. Life insurance may be an affordable way to resolve the challenge. . For example, what if you co-own a business, and your spouse would prefer to be bought out by your partners once you pass?

Estate Planning 52

Estate Planning Planning Retirement Planning Assets 52

Fortune Financial

SEPTEMBER 29, 2022

Having a proper estate plan that may include life insurance coverage ensures that your assets are distributed the way you prefer and that your loved ones will not endure financial hardship after your death. For professional advice or guidance, please contact a Fortune Financial Advisor or scan the QR Code below.

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Retirement Portfolio Retirement Planning Investing 52

Clever Girl Finance

APRIL 29, 2024

If you’re not confident about investing or don’t understand things like the difference between ETFs and index funds you can always seek help from a financial advisor. Advisors help you set up an investment portfolio based on your risk tolerance and individual situation.

Budgeting 83

Budgeting Planning Accounting Investing 83

Fortune Financial

JULY 12, 2023

Additionally, keeping up with changes in healthcare policies, insurance plans and available resources is crucial. Retirees should review their insurance coverage annually, compare plans and explore options that provide the necessary healthcare services at a more affordable cost.

Healthcare 52

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Fortune Financial

JULY 12, 2023

Additionally, keeping up with changes in healthcare policies, insurance plans and available resources is crucial. Retirees should review their insurance coverage annually, compare plans and explore options that provide the necessary healthcare services at a more affordable cost.

Healthcare 52

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WiserAdvisor

OCTOBER 31, 2023

Not every financial plan stands the test of time, and multiple options can often lead you astray. You may consult with a financial advisor to understand essential steps in financial planning that can help you create a robust financial plan. Life is dynamic, and your financial plan should be too.

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Carson Wealth

AUGUST 4, 2022

Another option is adding insurance coverage that can help pay for some of the more significant health events. Here are two of the more standard coverage options that people can choose from. . Then, call your financial advisor. If you don’t already have an advisor, we can help you find one in your area. . .

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WiserAdvisor

JANUARY 16, 2024

Based on these factors, you can develop a solid financial strategy that aligns with your lifestyle and future goals. A financial advisor can help you understand what the average cost of living for a retiree per year is so you can prepare for your financial future. Need a financial advisor?

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Carson Wealth

JUNE 28, 2023

Group medical insurance will go away and there may be a period of time when health insurance coverage needs to be secured individually with a personal policy for your household. Contact us today for a complimentary consultation with one of our financial advisors. Need someone to help you check for leaks?

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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.

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Clever Girl Finance

SEPTEMBER 2, 2022

That’s why it’s important to prepare for the unexpected with an emergency fund and the proper insurance coverage. You can mitigate the financial burden of losing a job by having an emergency fund in place. However, it doesn’t hurt to also get the advice of experienced financial advisors. Life is full of surprises.

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