Weekend Reading For Financial Planners (June 14–15)
Nerd's Eye View
JUNE 13, 2025
Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%
Article Budgeting Taxes 
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Financial Planning For Freelancers: 8 Tips To Budget And Save
Clever Girl Finance
DECEMBER 23, 2024
As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. Create a realistic budget 2. Plan for taxes ahead of time 4. Without a steady paycheck or employer benefits, youre responsible for your own budgeting, savings, and future planning. Build an emergency fund 3.
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Tax Advisor Weekly – June 23, 2025
Harness Wealth
JUNE 27, 2025
Interested in using Harness at your tax firm, or know a tax firm you’d like to refer to Harness? What does it really take to build a future-ready tax firm? Generally, most state individual and corporate income tax changes take effect on January 1, the beginning of the calendar year, for consistency through the tax year.
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What are the Tax Brackets and Federal Income Tax Rates for the 2025-2026 Tax Year?
WiserAdvisor
JULY 4, 2025
Did you know that the Internal Revenue Service (IRS) adjusts 2025 tax brackets to account for inflation? These changes can affect how much tax you owe and whether you are eligible for certain tax credits or deductions. That is why this article breaks it down into plain English. State tax a.
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How To Budget: Budgeting Methods And Budget Categories
Clever Girl Finance
JULY 3, 2023
Love it or hate it, if you want to be financially successful, you need to budget your money and understand budget categories. Getting your finances in order and building wealth takes planning, and your budget can help you do just that. Determine which budgeting methods will work for you 2. Table of contents 1.
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Weekend Reading For Financial Planners (Dec 24-25)
Nerd's Eye View
DECEMBER 23, 2022
From there, we have several articles on advisor marketing: Five tactics advisors can use to make the most of the online referrals they receive. A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline. How ‘regifting’ can help save money and reduce waste.
What Should Be Considered When Setting A Budget?
Clever Girl Finance
AUGUST 21, 2024
Setting a budget might sound about as fun as doing your taxes, but trust me, it doesn’t have to be a drag! Whether you’re just starting out or need a little refresher, let’s break down the key factors you should consider when setting a budget! Adjust as your budget as needed 7. Table of contents 1.
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Budgeting For Couples: How To Budget As A Couple
Clever Girl Finance
JULY 16, 2023
Budgeting as a couple is critical in managing your household finances. Your budget not only allows you to plan and track where the money will be spent, but it enables you to direct the course of your finances together. Table of contents 5 Steps to get started budgeting as a couple Expert tip What is the best way to budget as a couple?
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The 50-30-20 Rule: How It Works + A 50 30 20 Budget Template
Clever Girl Finance
SEPTEMBER 11, 2023
Like many, you might shudder at the word budget, or perhaps it sounds too boring or challenging to figure out. But the 50-30-20 rule and the 50 30 20 budget template prove it doesn’t have to be difficult. If you’re looking to simplify your budgeting process or are new to budgeting, then this might be the perfect match!
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How To Use Budget Categories
Clever Girl Finance
NOVEMBER 4, 2023
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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What Is The 70-20-10 Budget?
Clever Girl Finance
DECEMBER 16, 2023
If you don’t feel like you truly have a strong handle on your finances, one possible cause for that is using a budgeting method that doesn’t work. While not everyone needs a to-the-penny balanced budget, some type of budgeting strategy or template is really important if you want to know where your money is going month after month.
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How To Create A Bare Bones Budget
Clever Girl Finance
JANUARY 16, 2024
There are many different ways to come up with your perfect budgeting strategy. Alongside your monthly budget, you should also have a bare bones budget waiting in the wings. Table of contents What is a bare bones budget? Who needs a bare bones budget? It’s a budget that only covers the necessities.
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Don’t Forget These 29 Monthly Expenses In Your Budget
Clever Girl Finance
AUGUST 10, 2023
Budgeting is one of the most important financial habits to develop. There are so many budgeting methods out there to choose from, but it’s not just creating a budget that will set you up for financial success. How do I plan for variable vs fixed expenses in my budget? What are average expenses for a household?
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$25-an-Hour Is How Much a Year? (Plus Budgeting and Side Hustle Tips)
Good Financial Cents
MARCH 17, 2023
This information is critical if you want to create a budget and manage your money correctly. In this article, I’ll show you how to calculate your annual income by converting a $ 25-an-hour wage to a yearly salary. I’ll also share some budgeting and side hustle tips so you can get the most out of the money you earn.
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How Does The 60 30 10 Rule Work For Budgeting?
Clever Girl Finance
JULY 13, 2024
The 60/30/10 budget turns the traditional rules of budgeting upside down. Instead of focusing on discretionary spending, this budgeting rule emphasizes sprinting toward our financial goals. And although the 60/30/10 rule budget won’t work for everyone, many could use it to take their finances to the next level.
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How To Create A Family Budget That Works For Your Family
Clever Girl Finance
SEPTEMBER 7, 2023
In personal finance, where income, expenses, dreams, and aspirations converge, the budget emerges as a crucial tool. And when you have a family, creating a family budget becomes even more important. Table of contents What is a family budget? How does a typical family budget look? What is the average family monthly budget?
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How To Budget By Paycheck: 5 Key Tips For Success
Clever Girl Finance
JANUARY 16, 2024
A quick Google search of budgeting methods will show you that there’s no shortage of options out there. There is, however, one particular budgeting method that could work well if you are just getting started with budgeting and more so if you don’t like the idea of a monthly budget. What is a paycheck budget?
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Is ₹2 Lakhs per Month Enough to Raise a Family Comfortably in Bengaluru in 2025?
Trade Brains
JULY 9, 2025
Let’s figure out that with this article, where we break down the real expenses across rent, food, transport, healthcare, and lifestyle to see how far a family can live a comfortable life, or are they just able to merely survive with a monthly income of ₹2 lakhs.
Financial Check Engine Light: How to Know When It’s Time to Revisit Your Plan
Tobias Financial
JUNE 16, 2025
These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents. Monthly or quarterly reviews of bank statements, budgets, and investment accounts can help monitor your day-to-day financial health.
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A Guide to PTET for Small Business Owners
Harness Wealth
MARCH 27, 2025
Pass-Through Entity Tax (PTET) is a state-level tax mechanism designed to sidestep the federal State and Local Tax (SALT) deduction limit. Allowing a pass-through entity to pay state income taxes directly, PTET effectively shifts the tax burden from individual owners to the business itself.
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Avoid Making These Mistakes to Safeguard Your Wealth
WiserAdvisor
JUNE 13, 2025
In this article, we’ll walk through some of the most common investment mistakes retirees make. It can also help reduce taxes and make life easier for your family during difficult times. A qualified local attorney can help you create a plan that honors your wishes and minimizes taxes. Yet, many people put it off. The result?
Financial Planning For Freelancers: 8 Tips To Budget And Save
Clever Girl Finance
DECEMBER 23, 2024
As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. Create a realistic budget 2. Plan for taxes ahead of time 4. Without a steady paycheck or employer benefits, youre responsible for your own budgeting, savings, and future planning. Build an emergency fund 3.
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A Positive Spin On Living Stingy: Mindful Spending!
Clever Girl Finance
APRIL 14, 2025
I created a budget I could actually stick to 3. I created a budget I could actually stick to When I started living stingy, budgeting became my best friend. Today I create a monthly budget that reflects my actual lifestyle. I saved every windfall In the past, when I got a bonus or tax refund, I spent it right away.
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Creating Your Plan For Budgeting Weekly
Clever Girl Finance
AUGUST 31, 2022
Whether you get paychecks weekly, biweekly, or monthly, budgeting weekly is a great way to take control of your money and save more. Want to know how to budget weekly paychecks? It may sound tricky, but creating a weekly budget can be straightforward and effective once you know how. How to succeed at budgeting weekly.
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Creating a Charitable Giving Strategy: From Donations to Endowments
Carson Wealth
DECEMBER 10, 2024
With careful planning, you may be able to reduce your tax bill or optimize the impact of your estate. Establish a Budget and Schedule for Giving One of your first tasks is to determine how much you are comfortable giving. Or maybe boost their publicity budget to attract more donors? What do you want to do for that organization?
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Everything Older Workers Need to Know About Retiring
James Hendries
SEPTEMBER 25, 2022
Draft a Retirement Budget. Even if you haven’t adhered to a strict budget during your working years, having a budget during the early months of retirement may be crucial—spending more than you’ve planned or failing to anticipate certain large expenses may impact your future retirement income. 1 [link].
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Retiring When Single: Strategies for Financial Independence
Tobias Financial
JUNE 15, 2025
You’re planning for one, which often simplifies decisions around budgeting, income needs, and lifestyle goals,” Chad shares. However, single retirees must also prepare for certain financial disadvantages, especially when it comes to taxes. That control can provide clarity and confidence.”
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Top Insights Driving Financial Planning Strategies in 2025
WiserAdvisor
JUNE 4, 2025
This article will discuss some of the most pivotal financial planning industry trends to watch out for this year. At any given moment, people are working towards multiple goals like saving for retirement, managing taxes, buying a home, protecting their family through insurance, or planning for healthcare needs.
Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea
WiserAdvisor
JULY 9, 2025
That is exactly what this article explores. Each comes with its own rules, returns, fees, lock-ins, and tax treatments. You will need to research investments, monitor your portfolio regularly, stay updated on market changes, and do your taxes correctly. Tax optimization! That is a lot, and yes, it can feel overwhelming.
How To Use The Cash Envelope System To Master Your Budget
Clever Girl Finance
JULY 24, 2023
A cash envelope system is a useful budgeting tool for anyone that needs a visual budget to stay on track. Not only will this method help ensure your spending is controlled, but it has also been shown that cash envelope budgeting may lead to spending less money! What do I do with money left over in my cash envelopes?
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End of Year Financial Checkup
MainStreet Financial Planning
DECEMBER 20, 2023
Review your budget – Are there any new expenses that you need to add or anything that can be taken out such as any unused subscriptions? One area that often gets overlooked in the midst of planning is reviewing your financial habits and goals, so I’ve put together a short list of 3 areas to review before January.
How To Turn Stock Losses Into Tax Savings and Other Ways To Trim Your Tax Bill
Tobias Financial
OCTOBER 13, 2022
Another financial pain point that significantly impacts our budget is taxes. Whether you typically get a refund or owe a tax bill, there are several moves to consider to increase your chances of tax savings. . Watch how investors can turn stock losses into tax savings here: [link] .
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Back-to-School Money Skills- Essential Guidance for Parents and Children
MainStreet Financial Planning
AUGUST 2, 2024
It not only helps children learn how to count but also introduces basic concepts of spending, saving, paying taxes, and enjoying their money. BOOKS FOR CHILDREN AGE: 4-7 Anthony C. Delauney created a series of books teaching children practical financial lessons. . – This has been one of Anna’s son Liam’s favorite books.
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Mazagon Dock vs Garden Reach Shipbuilders: Who’s dominating shipbuilding industry?
Trade Brains
JULY 4, 2025
In a move to further strengthen domestic shipbuilding, the Union Budget 2025-26 extended the Shipbuilding Financial Assistance Policy (SBFAP) 2.0, Growth Guidance MDL has guided for a medium-term profit-before-tax (PBT) margin of around 15 percent. allocating Rs. The breakup includes Rs. 11,435 crore for P-17 Alpha Frigates, Rs.
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How a Fee-Only, Flat-Fee Financial Planner Can Save You $114K+
MainStreet Financial Planning
MARCH 7, 2025
If youre searching for a fiduciary financial planner, flat-fee financial planning, or the best alternative to AUM-based advisors, this article will help you decide which model is right for you. Comprehensive Financial Planning is Included Many AUM advisors charge extra for estate planning, tax strategies, and retirement planning.
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12 Steps To Creating A Solid Financial Plan For Yourself
Clever Girl Finance
MARCH 19, 2024
Is a financial plan the same as a budget? Articles related to planning your finances Create a solid financial plan and it will help you become financially successful This probably won’t come as a surprise, but everyone’s money plan looks different. Make a budget Budgeting is a key part of how to create a financial plan that works.
Start Planning Your Retirement Early to Save Enough and Plan Better
WiserAdvisor
JUNE 27, 2025
The goal of this article isn’t to scare you. And a tax-efficient withdrawal strategy that won’t sabotage your nest egg early. Unless you’ve planned a dedicated healthcare bridge (or have access to employer-sponsored retiree coverage), this cost can derail even the most detailed budget. Letting those Roth accounts grow tax-free.
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Should I Keep Budgeting in Retirement?
WiserAdvisor
MARCH 20, 2025
One of the best ways to stay financially secure in retirement is to create a budget. A well-structured retirement budget helps keep your spending in check and ensures your savings last. A financial advisor can help you understand the importance of budgeting for retirement. Below are 4 reasons to keep budgeting in retirement: 1.
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U.S. State Tax Changes: Adapting Your Tax Practice to New Regulations [Updated for 2025]
Harness Wealth
MAY 12, 2025
The tax arena may be in a constant state of flux, however, 2025 is proving to be a year of major upheavals. Alongside the widely anticipated sunset of the Tax Cuts and Jobs Act (TCJA), 39 states have implemented notable tax changes this year. These reductions aimed at enhancing business competitiveness and attracting investment.
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How to Use Your Tax Refund in 2022
Your Richest Life
APRIL 5, 2022
If you’ve already filed your taxes and received your refund, you might already be thinking of ways to use that refund. Here are some tips for putting that money to the best possible use in 2022: Avoid impulse tax refund spending. If you received a tax refund, then you might already be imagining different ways to spend it.
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$20 an Hour Is How Much a Year?
Good Financial Cents
APRIL 17, 2023
In this article, we’ll explore what it means to earn 20 dollars an hour and how much money that would add up to over the course of a year. Important: The amount mentioned does not include deductions for taxes, insurance, 401K, or any other withholdings. Again, this amount is subject to taxes and other withholdings.
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A Guide to Utah Tax Forms
Harness Wealth
MAY 18, 2025
Filing taxes in Utah requires a clear understanding of the specific forms and regulations that apply to residents and non-residents alike. Navigating the tax landscape can be complex, but having a comprehensive guide to Utah tax forms simplifies the process significantly. Obtaining Utah tax forms is straightforward.
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Tax Loss Harvesting: What is it and How Does it work on Capital Gains?
Trade Brains
DECEMBER 31, 2023
Tax Loss Harvesting : As an investor, you earn capital gains irrespective of the asset you invest in. While you trade or invest a significant amount of capital and receive good returns, there comes a time when you start worrying about the taxes on those gains. It is called Tax Loss Harvesting. How are Capital Gains Taxed?
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