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

Yardley Wealth Management

Risk Management and Insurance Another reason why talking to a financial planner is worth it involves risk management. They evaluate your insurance needs and recommend appropriate coverage for various risks, from disability to long-term care, ensuring your financial well-being remains protected against unforeseen circumstances.

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Why do Physicians Need Financial Advisors and How to Find Them

WiserAdvisor

The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others.

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Average Fees for Financial Advisors in 2023

Harness Wealth

Investing in financial guidance is an investment in your future. Here’s a deep dive into the average fees of financial advisors, in 2023. a CFP is skilled in broad financial planning, from taxes, insurance, savings, and investments. But understanding the costs associated with these services can be complex.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

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