Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

Financial Planning 69

Financial Planning Planning Budgeting Insurance 69

Clever Girl Finance

MARCH 14, 2023

Do you want to start investing , but find you're a little confused about how exactly an investment like stocks or bonds makes money? Portfolio income is the money you make from an investment account, and there are several ways to earn it. In this article, you'll find out more about what this is and how to earn it.

Portfolio 85

Portfolio Risk Tolerance Taxes Accounting 85

Gen Y Planning

MAY 1, 2022

Your contributions are after-tax , meaning you don’t get any sort of “reward” upfront. However, those contributions grow tax-free and qualified distributions remain tax-free. This could be incredibly helpful in retirement if you’re trying to stay in a low tax bracket and can pull funds from this tax bucket.

Taxes 52

Taxes Retirement Accounting Distribution 52

Gen Y Planning

DECEMBER 5, 2022

As the final days of the year rapidly approach, it’s important to carve out intentional time to ready your finances for next year. What should go on your year-end to-do list? Here are nine financial elements you won’t want to forget! De-clutter Your Budget (Aka Spending Plan). Where is your money going?

Taxes 59

Taxes Estate Planning Planning Budgeting 59

Clever Girl Finance

FEBRUARY 2, 2023

However, the annual income for low-income can look different depending on your state. Thus it's essential to know the federal poverty guidelines and the guidelines in your state. Working full-time, caring for a family, and trying to meet your basic needs can feel overwhelming and isolating. In the U.S.

Government 65

Government Food Education Budgeting 65

Gen Y Planning

NOVEMBER 5, 2021

As the final days of 2021 rapidly approach, it’s important to carve out intentional time to ready your finances for 2022. What should go on your year-end to-do list? Here are nine financial elements you won’t want to forget! De-clutter Your Budget (Aka Spending Plan). Are you knee-deep in a year-end spending spree?

Taxes 75

Taxes Estate Planning Planning Budgeting 75

WiserAdvisor

DECEMBER 11, 2022

However, before you get caught up in the holiday mood, it is vital to carve out some time and prepare for the coming year. The New Year is an excellent time to start planning for your financial needs for the future. It can offer you a fresh start and perspective. Start preparing for your tax return.

Financial Advisor 52

Financial Advisor Taxes Retirement Planning 52

Gen Y Planning

SEPTEMBER 12, 2022

While the plan details are buried in the White House brief, the magic number making headlines is $10,000 —that’s how much you may be eligible to wipe away from your balance sheet. . If not, how do I prepare? Are You Eligible for $10,000 In Student Loan Forgiveness? You Might Make Too Much. What’s your AGI?

Planning 52

Planning Education Taxes Accounting 52

Good Financial Cents

APRIL 19, 2023

“Making money while you sleep” has a nice ring to it, doesn’t it? After all, one of the goals of financial independence is to build wealth that doesn’t eat up your time, so you can enjoy life and do the things you choose to do. But where do you start? This is your nest egg.

Accounting 105

Accounting Investing Investments Media 105

Nationwide Financial

DECEMBER 30, 2022

I obviously immediately expressed my excitement and congratulations, but my curiosity soon got the best of me. I asked, “I always thought you opposed marriage, what made you change your mind?” With that concept in mind, this blog touches on a number of these differences and how they may impact your LGBTQ+ clients.

Clients 52

Clients Planning Retirement Planning Taxes 52