POLISCOPE
Topic44 documents tagged

Financial Planning

What This Page Covers

This page collects the 44 public records POLISCOPE has tagged with “Financial Planning”. Coverage spans bills and news coverage - each decoded into plain English and linked to its primary source. It most often overlaps with Small Business, Business Succession, and Employee Benefits.

Active Bills

State BillPENNSYLVANIASep 24, 2026Pennsylvania Senate designates September 2026 as Life Insurance Awareness MonthThe Pennsylvania Senate designates September 2026 as Life Insurance Awareness Month to encourage residents to review their financial protection and learn more about life insurance.

Recent Activity

  1. Tue, Sep 81 item
    1. The Importance of a Durable Power of AttorneyThis article explains the importance of a Durable Power of Attorney in estate planning to protect yourself and assist your loved ones with financial matters.Miami-Dade County
  2. Mon, Aug 311 item
    1. Miami's Community News hosts discussion on small business financial strategiesBill Kress of the Business Improvement District (BID) interviews Kimberly Gilgeours of The World Changers™ regarding financial planning for small business owners. The conversation covers business succMiami-Dade County2 reports
  3. Fri, Aug 142 items
    1. Protecting Your Retirement Savings from Hurricane DamageFinancial advisor Chris Fehr explains how home improvements like impact windows and reinforced roofs can protect your long-term savings from storm damage. The discussion offers guidance on prioritizinManatee County
    2. Protecting Your Retirement Savings from Hurricane CostsSarasota County
  4. Mon, Aug 101 item
    1. Financial planner Lauryn Williams defines financial guilt and strategies to address itCertified financial planner Lauryn Williams identifies 'financial guilt' as a barrier to effective money management and personal well-being. The article explores three types of financial guilt and proSan Diego County
  5. Fri, Aug 71 item
    1. Gallup survey finds limited public trust in AI for financial adviceA new Gallup poll conducted with Edward Jones reveals that while some U.S. adults are utilizing artificial intelligence for financial guidance, the technology currently lacks widespread trust as a priMiami-Dade County

Finance Signals

No finance signals found for this topic in the available records yet.

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Key Actors

  1. 01Bill Kressperson2 mentions
  2. 02Sarasotaplace2 mentions
  3. 03The World Changers™organization2 mentions
  4. 04Miami Dade College’s Gibson Education Centerlocation2 mentions
  5. 05Miami's Community Newsorganization2 mentions
  6. 06Kimberly Gilgeoursperson2 mentions
  7. 07James B. Lockhart IIIperson1 mentions
  8. 08Galluporganization1 mentions
  9. 09Sullivanperson1 mentions
  10. 10Social Security Administrationorganization1 mentions

Connections Preview

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  • Topic to billsPennsylvania Senate designates September 2026 as Life Insurance Awareness Month
  • Topic to peopleBill Kress, Kimberly Gilgeours, James B. Lockhart III (+1 more)
  • Topic to orgsThe World Changers™, Miami's Community News, Gallup (+1 more)
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Source Trail

Documents whose extracted record lists this topic. Each item opens the Bill Dossier, which includes the official source URL when available.

  1. Sep 24, 2026State BillPennsylvania Senate designates September 2026 as Life Insurance Awareness Month
  2. Sep 10, 2026meeting transcriptEmployee Retirement Account Committee Discusses Quarterly Investment Report
  3. Sep 8, 2026NewsThe Importance of a Durable Power of Attorney
  4. Aug 31, 2026NewsMiami's Community News hosts discussion on small business financial strategies
  5. Aug 31, 2026NewsMiami's Community News hosts discussion on small business financial strategies
  6. Aug 14, 2026NewsProtecting Your Retirement Savings from Hurricane Damage
  7. Aug 14, 2026NewsProtecting Your Retirement Savings from Hurricane Costs
  8. Aug 10, 2026NewsFinancial planner Lauryn Williams defines financial guilt and strategies to address it
  9. Aug 7, 2026NewsGallup survey finds limited public trust in AI for financial advice
  10. May 13, 2026reddit postChoosing Between Florida Retirement System Plans

Showing 10 of 44 source records.