James Hendries

FEBRUARY 23, 2023

A solid financial plan for small businesses is vital, and part of that financial plan should be insurance. Insurance is essential to preserve small businesses, cover their assets, and safeguard their employees. General Liability An important part of small business insurance coverage is general liability.

Financial Planning 40

Financial Planning Insurance Insurance Coverage Planning 40

Carson Wealth

DECEMBER 27, 2023

By Ryan Egolf, EA, Senior Tax Planner As the New Year quickly approaches, it’s time to put a bow on your 2023 financial plan. While you may feel loyal to your current carrier, you could be missing out on big savings for similar coverage. It is better to do your research and plan accordingly for any increase in costs.

Planning 89

Planning Retirement Planning Insurance Taxes 89

eMoney Advisor

DECEMBER 6, 2022

Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Insurance offers a layer of protection for your assets and can help preserve your income. eMoney Leading with Planning Research, May 2022, Advisors n=360.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

eMoney Advisor

FEBRUARY 9, 2023

If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. People in this stage may have just graduated from college and recently joined the working world.

Financial Planning 95

Financial Planning Clients Planning Education 95

Carson Wealth

JULY 19, 2022

At their most basic level, executive compensation plans are designed to attract, retain and motivate top talent and leadership. But truly successful plans are designed to be much more than providing a high salary to a key employee – they support the business’s philosophies, values, and mission. . Direct Compensation & Benefits.

Executive Compensation 112

Executive Compensation Compensation Planning Planning Insurance 112

Nerd's Eye View

MARCH 15, 2023

For instance, ensuring clients maintain the proper insurance coverage based on their needs is an important part of the financial planning process. Risk management is a key part of many financial advisors’ value propositions. At the same time, clients face another class of risks that advisors often do not consider: cyber.

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Management Clients Wealth Management Insurance Coverage 204

WiserAdvisor

JULY 27, 2023

This advanced language processing technology has also greatly impacted the financial advisory sector, prompting a critical question: Can ChatGPT replace human financial advisors in retirement planning? Personalized guidance, empathy, and a deep contextual understanding are integral to effective retirement planning.

Retirement Planning 52

Retirement Planning Financial Advisor Retirement Planning 52

MainStreet Financial Planning

JUNE 13, 2023

Taking the time to develop a plan will help you and your partner get on the same page and strengthen your bond so you can enjoy your growing family. I hope this helps you think through the financial demands of having a larger household and the impact on your spending plan, so you understand what you need to do financially to stay on track!

Insurance Coverage 97

Insurance Coverage Healthcare Budgeting Estate Planning 97

Darrow Wealth Management

SEPTEMBER 25, 2023

And when something goes wrong, many homeowners are surprised to learn of gaps in their insurance coverage or their contractor’s. With advance planning, you can also ensure you’re covered in case of theft. Though you can’t plan for all outcomes, you can plan for many foreseeable risks in advance.

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Insurance Insurance Coverage Certification Wealth Management 83

NAIFA Advisor Today

MARCH 1, 2023

Throughout his internship, he helped form complex trusts, developed estate plans, and ensured appropriate insurance coverage for high-net-worth families.

Insurance Coverage 52

Insurance Coverage Estate Planning Financial Advisor Insurance 52

International College of Financial Planning

JULY 31, 2023

Retirement is a time to embrace your dreams and live a contended retirement life, but it requires meticulous financial planning and preparation. Retirement planning is even more critical for self-employed individuals as they lack the safety net of traditional benefits like PPF or LTA.

Financial Planning 52

Financial Planning Retirement Planning Retirement Planning 52

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. Read More.

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Clients Insurance Coverage Portfolio Management Financial Advisor 130

Good Financial Cents

APRIL 3, 2023

That’s why many experts suggest buying at least 10x your income in term life insurance coverage. With that in mind, you should buy life insurance coverage that will cover major debts you have like your home mortgage, your family car loans, and any credit card debt you have.

Insurance 101

Insurance Insurance Coverage Medical Planning 101

Truemind Capital

FEBRUARY 2, 2021

Little did Rohit know that he ended up investing in a pension plan with a commitment to pay fixed annual premiums. This happens due to a lack of knowledge regarding different investment options and the absence of tax planning. One should always opt for a pure term plan (pure cost for insurance coverage) when insurance is required.

Taxes 52

Taxes Planning Insurance Coverage Insurance 52

Tobias Financial

JUNE 19, 2023

We are well aware of the devastating impact that these storms can cause and that is why it is crucial to have a disaster plan. Have Plans in Place Know the evacuation routes in your area. 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.

Insurance Coverage 52

Insurance Coverage Food Certification Insurance 52

Yardley Wealth Management

MAY 16, 2023

Working with a financial advisor during this process can provide a wide range of benefits, such as: A holistic view of your finances: A financial advisor can analyze your current financial situation, assess your financial goals, and develop a personalized financial plan that fits your unique needs.

Insurance Coverage 52

Insurance Coverage Financial Advisor Retirement Planning Risk Tolerance 52

Workable Wealth

OCTOBER 14, 2020

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? Tax Planning.

Financial Planning 52

Financial Planning Planning Insurance Coverage Tax Planning 52

Fortune Financial

FEBRUARY 28, 2023

It’s designed to help people with high-deductible insurance plans pay their out-of-pocket medical costs, but can also be surprisingly effective as a retirement savings tool. For a High Deductible Health Plan (HDHP), current law limits the maximum out-of-pocket expenses to $15,000 for a family and $7,500 for an individual.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

Nationwide Financial

OCTOBER 13, 2022

Although Life Insurance Awareness Month has come to a close, it is still a perfect time for financial professionals to reach out to both new and existing clients to discuss the benefits of life insurance and how to protect their families. This means many consumers will need to plan and save for retirement themselves.

Insurance 52

Insurance Insurance Coverage Retirement Retirement Planning 52

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

As we look forward to 2023, the IRS recently announced that the contribution limits for employer-sponsored retirement plans are going up. You may want to review your contribution amounts and adjust for January payrolls if your goal is to maximize funding your retirement plan contributions. . 529 College Savings Plans.

Insurance Coverage 98

Insurance Coverage Retirement Planning Financial Advisor Taxes 98

WiserAdvisor

JULY 3, 2023

A financial advisor can help you understand the intricacies of financial planning for physicians. Below are 6 common financial planning mistakes physicians make: Even though financially well-off, physicians tend to make several financial mistakes. Many physicians do not have a budget to help them plan their finances for every month.

Financial Planning 52

Financial Planning Planning Financial Advisor Medical 52

Truemind Capital

APRIL 4, 2024

In case the debt is more than the investments, a term insurance plan over the tenure of the debt is absolutely necessary. Needless to say, having health insurance coverage is a must irrespective of any scenario to safeguard your savings. How you use debt can either break you or help create wealth for you.

Investing 52

Investing Investments Insurance Coverage Insurance 52

WiserAdvisor

MAY 3, 2023

Health and financial planning must go hand in hand to ensure you always have enough savings to tackle the unexpected. Therefore, it is essential to consider your health when making financial plans. A financial advisor can help you understand how to factor your health into your financial planning.

Financial Planning 52

Financial Planning Planning Healthcare Medical 52

Cordant Wealth Partners

DECEMBER 2, 2022

Most recently, Intel announced layoffs impacting 11% of the workforce in the fall of 2022 with a plan to cut $3 billion in costs over the next year. Tax planning for a transition out of Intel is critical. Intel Retirement Contribution Plan. Please check with your HR for the most up-to-date plan information.

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Planning Retirement Taxes Accounting 52

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. Create a Debt Management Plan The less debt on your plate, the fewer recurring financial obligations you have to tend to each month.

Financial Planning 52

Financial Planning Budgeting Insurance Coverage Insurance 52

Walkner Condon Financial Advisors

JUNE 27, 2023

As it turned out, financial planning is where I felt I could have the most impact. I wanted to help others with financial planning and advice. Your former employer may have been the source of procuring your health insurance (and dental, vision, etc.). Hopefully, with proper planning, an emergency fund is in place.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Walkner Condon Financial Advisors

JUNE 27, 2023

As it turned out, financial planning is where I felt I could have the most impact. I wanted to help others with financial planning and advice. Your former employer may have been the source of procuring your health insurance (and dental, vision, etc.). Hopefully, with proper planning, an emergency fund is in place.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Integrity Financial Planning

MARCH 19, 2023

Stocks, bonds, mutual funds, Treasury securities, life insurance, annuities, and items held in safe deposit boxes are not included in deposit insurance coverage. If you use your bank’s brokerage service to buy mutual funds and the brokerage fails, you won’t be protected by federal deposit insurance.

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Insurance Insurance Coverage Banking Accounting 97

Gen Y Planning

OCTOBER 13, 2023

An increasing percentage of pre-retirees are now planning to retire early (at age 62 or earlier), and it’s becoming more common to see people opting for an alternate lifestyle once they do take the retirement plunge. Whatever you’re thinking, it’s important to plan ahead financially. During your career, you’re in accumulation mode.

Retirement 64

Retirement Consulting Accounting Planning 64

MainStreet Financial Planning

JUNE 2, 2022

Without sufficient insurance coverage, a homeowner is at risk of having to pay out of pocket to rebuild their home after a disaster. Here are the 8 types of insurance coverage that you will want to review to see if you have sufficient coverage for your home. Replacement cost coverage (aka “Dwelling”).

Insurance Coverage 52

Insurance Coverage Insurance Medical Financial Planner 52

Zoe Financial

DECEMBER 23, 2022

And even though there may be plenty of money for kids’ and grandkids’ college education , wealthy investors know to take advantage of the five-year accelerated gifting to a 529 college savings plan. ” Another key insurance coverage every wealthy investor has is umbrella insurance.

Insurance Coverage 52

Insurance Coverage Taxes Insurance Financial Advisor 52

Gen Y Planning

JANUARY 5, 2022

Increased financial wellness is also at the top of many people’s lofty beginning-of-the-year plans. . Set up recurring payments for your mortgage/rent, insurance, utilities, etc., It’s also beneficial to automate deposits from your checking account to other accounts like an IRA, brokerage account , or 529 Plan.

Insurance Coverage 52

Insurance Coverage Insurance Accounting Taxes 52

Clever Girl Finance

APRIL 29, 2024

And to get past it, you need to have a plan to roll (or blast) that block out of your way! However, creating and executing a plan to aggressively attack your debt, especially credit card debt, allows you to pay it off as quickly as possible. Not having a backup plan Not having a backup plan is a pretty bad financial mistake.

Budgeting 83

Budgeting Planning Accounting Investing 83

Harness Wealth

DECEMBER 19, 2022

Plan for life milestones that will impact your future tax liability. ” Harness Wealth’s CPAs can provide expert advice if you’ve experienced profits (or losses) via any crypto asset related activities this year and help you plan ahead for future years as well if crypto assets make up a sizable chunk of your assets.

Taxes 52

Taxes Insurance Coverage Assets Financial Planning 52

Clever Girl Finance

DECEMBER 16, 2022

Write down your plan. Once you know what this new chapter in life will look like, it’s time to plan. Planning is a matter of determining the steps necessary for getting from where you're at to where you really want to be. For instance, you can create a financial plan that includes: Your new budget. A savings plan.

Budgeting 59

Budgeting Insurance Coverage Planning Accounting 59

Good Financial Cents

DECEMBER 9, 2022

This company provides basic home insurance for your dwelling as well as liability coverage, but you can customize your plan with add-on coverage for things like “green” replacement coverage and identity theft protection. What Doesn’t Home Insurance Cover? These can include: Water damage.

Insurance 91

Insurance Insurance Coverage Electronics Budgeting 91

Good Financial Cents

JULY 7, 2023

This type of insurance is often viewed as the simpler and more affordable option , as it strictly provides coverage without any investment component. Remember: Always confirm the details with your insurer and remember that you might be entitled to receive some of the policy’s cash value upon surrendering the policy.

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Insurance Insurance Coverage Retirement Planning Investing 88