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How To Use Budget Categories

Clever Girl Finance

Love it or hate it, if you want to be financially successful, you need to budget your money and success with budgeting means understanding budget categories. So, let’s talk about the various categories that you might need, including a budget categories list! How many categories should I have for a budget?

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Weekend Reading For Financial Planners (February 24-25)

Nerd's Eye View

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

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7 Best Personal Finance Courses in 2024 For Beginners

Trade Brains

In this article, we guide you through the list of top personal finance courses designed for beginner to intermediate-level learners. From budgeting basics to investments, these courses offer a comprehensive foundation for managing your money in a better way. You can enroll in the course here. You can enroll in the course here.

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Financial Planning Tips For Advisors with Special Needs Clients

BlueMind

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Other than the benefits provided by the federal government, there are various plans and relief programs in place that are provincial or territorial based.

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How to Become a Financial Planner

International College of Financial Planning

Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. This article will discuss the basics of financial planning , the education and certifications required to become a financial planner, and how to develop your financial planning skills and network.

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How Financial Professionals can Help Clients Save for College: 529 Plans

Nationwide Financial

As college costs rise, qualified tuition plans, or 529 college savings plans, can be an option for clients to save for their child or grandchild’s (or even their own!) There are two types of 529 plans—each with its own advantages. Plans also vary by state, so location will come into play when choosing between plans.

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How Does A Christmas Club Account Work?

Clever Girl Finance

Expert tip: Stretch your Christmas budget with inexpensive ideas Where can you open a Christmas club account? Articles related to saving for Christmas Leverage Christmas club accounts to save stress-free! That said, it’s a good idea to make automatic deposits as you budget by paycheck in order to save for the holidays.