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Financial Insights

Has Your Property Been Impacted By Wildfires? Take These Next Steps To File a Claim

by Conscious Impact Financial PlanningRisk AnalysisPosted on September 11, 2020September 6, 2021No Comments

Wildfires & Your Insurance When a wildfire affects you, your family or your business, there are a few things you’ll …

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In 2020, The World Went Virtual. But Should Your Financial Planner Still Live in Your Area?

by Conscious Impact Financial PlanningInsightsPosted on September 4, 2020September 6, 2021No Comments

In early 2020, governments around the globe took drastic measures to slow the spread of Covid-19. As a result, we …

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How Much Money Will You Need to Retire?

by Conscious Impact Financial PlanningRetirementPosted on August 31, 2020September 6, 2021No Comments

If you Google “How much money do you need to retire?”, you’ll get a host of retirement calculators that promise …

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The Hidden Problems With Being Underinsured

by Conscious Impact Financial PlanningInsightsPosted on August 24, 2020September 6, 2021No Comments

In 2018, over 28 million Americans were uninsured.1 The American healthcare system is difficult to navigate, and healthcare is notoriously expensive …

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COVID got you down? Talk to a Certified Financial Counselor for free!

by Conscious Impact Financial PlanningCommunityPosted on August 23, 2020September 5, 2021No Comments

AFCPE®, the Wells Fargo Foundation and Yellow Ribbon Network launch free virtual financial counseling and coaching initiative.  AFCPE® certified financial …

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Working to prevent financial exploitation

by Conscious Impact Financial PlanningCommunityPosted on August 23, 2020September 5, 2021No Comments

Conscious Impact Financial Planning is thrilled to announce that we are one of the financial advisory firms that @AARP has …

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5 Things to Look for When Choosing a Life Insurance Policy

by Conscious Impact Financial PlanningInsightsPosted on August 21, 2020September 6, 2021No Comments

Choosing the right life insurance policy means striking a balance between what you’re able to pay today and what you …

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Roth Conversions: What You Need to Know

by Conscious Impact Financial PlanningInvestment, Retirement, TaxesPosted on August 20, 2020September 6, 2021No Comments

When opening a retirement savings account, you’re typically presented with the option of choosing between a traditional or Roth IRA. …

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6 Common Financial Stress Triggers and How to Overcome Them

by Conscious Impact Financial PlanningCash Flow, InsightsPosted on August 14, 2020September 6, 2021No Comments

As companies continue to navigate the uncertainties that have come with the coronavirus pandemic and employees figure out their day-to-day …

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Getting Married? 5 Financial Considerations to Discuss With Your Partner First

by Conscious Impact Financial PlanningFamily Planning, InsightsPosted on August 10, 2020September 6, 2021No Comments

Between popping the question and saying “I do,” you and your partner have plenty to plan. And while it’s not …

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Advisory services offered through First Affirmative Financial Network, a registered investment
adviser, (SEC #801-56587).

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