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Lessons from a Garage Fire: Reviewing Your Insurance Coverage

MainStreet Financial Planning

I want to share some key lessons learned to help you review your own insurance coverage and emergency preparedness. Key Takeaways & Insurance Considerations Ensure Your Home Can Alert You in an Emergency Many neighbors close to the fire didnt wake up when we knocked on their doors.

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When clients don’t understand legacy planning

Million Dollar Round Table (MDRT)

As a financial advisor, you can ask clients questions and discover the bias behind their objections. They want insurance, and they think they know how much insurance they want before I meet them. They want insurance, and they think they know how much insurance they want before I meet them.

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Financial Planning For Freelancers: 8 Tips To Budget And Save

Clever Girl Finance

Table of contents Why financial planning for freelancers is crucial 1. Secure health insurance and other benefits 7. Here’s how to craft a solid one: Calculate your baseline expenses Start by listing your fixed personal expenses like rent, utilities, and insurance. Should I hire an accountant or financial advisor?

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Crisis Management Financial Planning: Preparing for Unexpected Events

Carson Wealth

Insurance can be a safety net against many types of losses, shielding your assets from unexpected events and liabilities. Mass-market insurance may not fit all your needs, so working with an insurance professional who understands the UHNW market is essential. Tax planning. Estate planning. What can you do right now to be ready?

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Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

Financial advisors should take these factors into account to ensure their clients receive the right experience. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year. This brings the need to leverage these tools to personalize financial planning for each client.

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Strategic Retirement Planning Guide for Single Women: Expert Financial Advice

Yardley Wealth Management

The post Strategic Retirement Planning Guide for Single Women: Expert Financial Advice appeared first on Yardley Wealth Management, LLC. Consider purchasing long-term care insurance to protect against the high costs of long-term care services in later life and ensure that you have a plan in place to cover healthcare expenses in retirement.

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Weekend Reading For Financial Planners (December 7–8)

Nerd's Eye View

Atkins' previous time on the commission and more recent statements suggest that he will take a more circumspect approach to financial regulation compared to Gensler and could look to limit disclosure requirements (including those related to advisor compensation for the sale of certain financial products) as well as the number and size of penalties (..)