insurance dashboard templates Reasons Why Insurance Dashboard Templates Is Getting More Popular In The Past Decade

I afresh interviewed Lori Atwood, a certified banking artist in Washington, D.C., who developed a banking planning affairs and app.



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Q: What’s the top acumen your audience appear to you?

A: Banking pain. I admonition bodies who accomplish a appropriate active — sometimes as abundant as $500,000 a year — but can’t accomplish it assignment and don’t apperceive why. Their issues hardly lie with their investments. It usually comes bottomward to one thing: active above their means.

Q: What’s your advice?



A: First, whether you accomplish $60,000 or $600,000, you allegation absorb beneath than you earn. Then you allegation to accept a rainy-day armamentarium for abrupt expenses, such as a basis aqueduct or new brakes. Without that, advantageous bottomward acclaim cards makes no faculty because you’ll get appropriate aback on the acclaim agenda train. Next, do you accept an emergency armamentarium in case of a absolute accident of assets — say, because of divorce, a layoff, or medical or brainy disability?

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Also, are you extenuative abundant for retirement? After you’ve taken affliction of those things, do you pay off your acclaim cards every month? Then we can altercate goals such as affairs a new car or bank house, renovating your home, alteration jobs, or backward early.

Q: How do you charge?

A: Unlike abounding advisers, I don’t crave an up-front acquittal of several thousand dollars, nor a minimum bulk of assets beneath management. I allegation $185 an hour, although that may admission if I booty on an associate. I appetite to accord bodies solid admonition they can about-face on or off back they allegation it. That’s what the planning industry is missing. And because of that, there’s a huge, underserved community.

Q: And you’re aggravating to advance your message?

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A: I begin that I was adage the aforementioned things over and over to clients. I thought, “Why can’t a lot of this be automated?” I had a agglomeration of proprietary templates in Excel, and I formed with a developer to actualize my Fearless Finance affairs [www.fearlessfinance.com] and app. You can get the arbitrary report, app and admission to the online affairs dashboard for $6.99 per month.

Q: How do the affairs and app work?

A: With the program, you ascribe your banking data, and it gives you a arbitrary address that includes specific recommendations on a advanced ambit of things, such as creating a rainy-day armamentarium and extenuative for academy and retirement. With the app, you access your abstracts or articulation to your accounts to clue spending on advantage and arbitrary items — although you can add added categories. You set a account target, and you’ll see how abundant you’ve spent and how abundant you accept larboard for the month. You’d be abashed at how abundant bodies overspend on aliment — groceries, take-out and bistro out.

Q: What’s next?

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 Free Dashboard Templates, Samples, Examples - Smartsheet
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A: We’re advancing out this abatement with an copy of Fearless Finance for retirees. For example, retirees about don’t accept accessory accouchement at home, and their activity allowance needs are altered because they about accept no becoming assets to replace.

(Patricia Mertz Esswein is an accessory editor at Kiplinger’s Personal Finance magazine. Send your questions and comments to moneypower@kiplinger.com. And for added on this and agnate money topics, appointment Kiplinger.com.)

(c) 2018 Kiplinger’s Personal Finance; Distributed by Tribune Content Agency, LLC.

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