Archive - July 13, 2018

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What Is Integrated Financial Planning?
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When It Rains…

What Is Integrated Financial Planning?

Financial planning is the process of determining what financial steps will best take you from your current situation to fulfilling your life goals. While each component of financial planning is personal to your unique situation, each component part is also integrated with other components creating a dynamic and interconnected system. Integrated financial planning takes a holistic approach to how each component is set into the context of your situation and affects other areas of your finances.

You may have one person who prepares your taxes, another who manages investments, a third who sells life insurance, and a fourth who drafts …

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When It Rains…

The other night I was awoken by a pretty severe thunderstorm. Bright lightning and heavy rains lasted throughout the night. By daybreak, it had rained nearly three inches in the span of six hours.

Naturally, I thought, “time for an article.”

The heavy rain made me think about what would happen in the event of a flood. The reason why is that most home insurance policies specifically exclude damage from flooding. That is, if water seeps into a basement from heavy rains and damages the area, homeowner’s insurance would not apply. A specific flood insurance policy is needed.

However, flood …

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