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When you think about financial planning, odds are, you're more focused on creating budgets and researching savings accounts. You're probably thinking of how to invest, maybe for the first time ...
You should also review your estate-planning documents, insurance coverage and tax situation to protect both your assets and loved ones. We walk through seven steps of your financial checkup to ...
Life insurance might seem like an unnecessary expense, but having it can grant you peace of mind, especially if you have people depending on you financially. And while you might assume it costs a ...
When drafting a financial plan, the company should establish the planning horizon, [10] which is the time period of the plan, whether it be on a short-term (usually 12 months) or long-term (two to five years) basis. Also, the individual projects and investment proposals of each operational unit within the company should be totaled and treated ...
National Association of Personal Financial Advisors (NAPFA) is an American financial planning trade organization created in 1983 to expand the use of fee-only financial advisors by individual consumers. NAPFA established the first set of professional standards for fee-only financial advisors and has updated them to reflect changes in industry ...
Financial planning should cover all areas of the client's financial needs and should result in the achievement of each of the client's goals as required. The scope of planning would usually include the following: Risk management and insurance planning: managing cash flow risks through sound risk management and insurance techniques
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