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Family Financial Planners Idaho Falls ID

Local resource for family financial planners in Idaho Falls. Includes detailed information on local businesses that provide access to financial expertise on money saving guidelines, household budget planning, wasteful spending elimination, daily expenditure control, retirement planning, prepaid tuition plans, higher education planning, and home equity loans, as well as advice and content on how to save money.

Joseph Call
Spinnaker Financial Advisors, LLC
(208) 542-0742
2962 Cortez Avenue
Idaho Falls, ID
Expertises
Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Ongoing Investment Management, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Mr. Joseph R. Call, CFP®
(208) 542-0742
2962 Cortez Ave
Idaho Falls, ID
Firm
Spinnaker Financial Advisors, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management

Data Provided By:
Mr. Douglas L. Murphy, CFP®
(208) 528-6700
1522 Elk Creek Dr
Idaho Falls, ID
Firm
Ameriprise Financial Services,
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Long-Term Care, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Mr. Brian D. Daniels, CFP®
(208) 524-1417
2539 Channing Way Ste 260
Idaho Falls, ID
Firm
Thriivent Financial for Lutherans
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, General Financial Planning, Insurance Planning, Intergenerational Planning, Investment Planning, Long-Term Care

Data Provided By:
Ms. Vicki Motloch, CFP®
(208) 529-3993
1075 S Utah Ave Ste 100
Idaho Falls, ID
Firm
Waddell & Reed
Areas of Specialization
Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Government Employees

Data Provided By:
Mr. Olin Keith Barkdull, CFP®
(208) 980-7262
PO Box 3302
Idaho Falls, ID
Firm
Barkdull Financial Group

Data Provided By:
Mr. Glen C. Wright, CFP®
(208) 523-9900
3363 Merlin Dr
Idaho Falls, ID
Firm
Randall S. Linde & Associates
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. Patrick A. Trimp, CFP®
(208) 542-0161
1195 South Boulevard
Idaho Falls, ID
Firm
Wells Fargo
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. Daniel Mcpherson, CFP®
(208) 528-7922
1488 Midway Ave
Ammon, ID
Firm
Strategic Wealth Concepts

Data Provided By:
Mr. David L. Eckman, CFP®
(208) 533-6115
900 Pier View Dr.
Idaho Falls, ID
Firm
Wells Fargo Advisors, LLC

Data Provided By:
Data Provided By:

Financial Planning Before Pregnancy

Financial Planning Before Pregnancy

Making the decision to return to work or be a stay-at-home mom after your baby's birth is a difficult one. Also, determining what your insurance will cover, finding out about your company's maternity leave policy, and even budgeting for diapers and clothing can be stressful. The earlier you begin planning these things, however, the better it will be for you and your family. Here are some tips to get your finances in order before you get pregnant.

Your Family's Income

If you and your partner both work, your finances can take a hit if you plan on staying home with your baby after the birth. The first step is to talk with your partner, and write down all of your current income and expenses. Now, calculate how feasible it will be to cover these expenses with only one income, as well as the costs of raising a child. Try to set aside money each month to prepare for pregnancy and parenting.

Health Insurance And Pregnancy

It's essential that you look into your health insurance plan before you get pregnant. Some health insurance plans won't cover prenatal care and testing, while others will even pay for midwives or doulas if you choose. You need to be thorough what about emergency C-sections, or newborn care after the birth? If you don't check the policy carefully now, you may be faced with some unexpected and expensive surprises during your pregnancy.
If your current plan leaves a lot to be desired, you can switch health insurance coverage to a lower cost plan. Women who are already pregnant when they switch plans need to make sure that the insurance covers pre-existing conditions. For lower income families, there are community programs in place that will provide low-fee insurance coverage for mothers and newborns.
Don't forget about life and disability insurance planning. If something happens to you, you want your baby to be provided for. You may have life insurance or long-term disability insurance...

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