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Balancing Multiple Residences: Navigating Tax Considerations, Legal Documentation, and Insurance Coverage for Snowbirds

Ballast Advisors

As you navigate the waters of financial planning, it’s crucial to maintain balance and stability amidst the complexities of owning multiple residences in different states. At Ballast Advisors, we understand the unique challenges faced by snowbirds and are here to provide guidance and support on this journey.

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A Snowbirds Guide to Managing Multiple Residences

Ballast Advisors

As you navigate the waters of financial planning, it’s crucial to maintain balance and stability amidst the complexities of owning multiple residences in different states. At Ballast Advisors, we understand the unique challenges faced by snowbirds and are here to provide guidance and support on this journey.

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Intel Severance Package: Your Complete Guide & Action Plan

Cordant Wealth Partners

Tax planning for a transition out of Intel is critical. Medical It’s typical to get a year of COBRA as part of your separation package at Intel, which pays for continued health insurance coverage and allows you to stay on your Intel plan. 18 months of coverage is being offered for COBRA plus a $20k Healthcare bonus.

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Intel Severance Package: Your Complete Guide & Action Plan

Cordant Wealth Partners

Tax planning for a transition out of Intel is critical. As part of your separation package at Intel, it’s typical to get a year of COBRA which pays for continued health insurance coverage and allows you to stay on your Intel plan. Please check with your HR for the most up-to-date plan information.

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The 5 Pillars of Retirement Planning You Should Be Aware of

WiserAdvisor

Health insurance can be instrumental in tackling the escalating costs of healthcare. Insurance serves as a crucial safety net and shields your retirement savings from being depleted by unforeseen medical expenses. It also provides peace of mind and financial security in times of medical crisis.

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How Much Should I Have Saved in My 30s?

Carson Wealth

Your financial planning needs get more complex than in your 20s. 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  .