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Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

The financial planning industry is constantly undergoing change. 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.

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Why Should You Care About Financial Planning?

Workable Wealth

Financial planning can take your money game up a notch by bringing clarity, strategy, and intention to your financial life. A healthy financial plan gives you the tools to take control of your finances and start living your life with passion, purpose, and freedom. So what’s the value of a financial plan?

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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. Review your coverage limits and consider factors such as driving habits and annual mileage. Past performance is not indicative of future results.

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Book Review: Protect Your Lifestyle by Meaghan Dowd

MainStreet Financial Planning

Recently, I got an invitation for a webinar titled “Incorporating Property & Casualty into The Holistic Financial Plan.” Maybe there would be some nuggets I could share with clients to help navigate the changing insurance landscape so I signed up! as additional named insured on the policy. The webinar was fantastic!

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Why Should You Care About Financial Planning?

Workable Wealth

Financial planning can take your money game up a notch by bringing clarity, strategy, and intention to your financial life. A healthy financial plan gives you the tools to take control of your finances and start living your life with passion, purpose, and freedom. So what’s the value of a financial plan?

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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. Review your coverage limits and consider factors such as driving habits and annual mileage. Past performance is not indicative of future results.

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Year-End Financial Checklist

Walkner Condon Financial Advisors

For some, 2022 may present a good opportunity to convert some money to Roth. Insurance Amounts . Another overlooked area of a sound financial plan is insurance coverage and their respective coverage amounts. We should review our personal insurance coverage yearly as our assets and liabilities change.