Clever Girl Finance

APRIL 29, 2024

Table of contents 15 Bad financial decisions to watch out for Expert tip: Focus on life beyond your finances How to recover from bad financial decisions What is considered a bad financial decision? Not putting money into your savings account each month is common but can be harmful to your future self. Can you relate?

Budgeting 64

Budgeting Planning Accounting Investing 64

Clever Girl Finance

NOVEMBER 16, 2022

It’s also important to tell your loved ones where you keep these documents in case you are incapacitated or precede them in death. They also include your personal information, so it's important to keep them somewhere safe. Your social security card, with your social security number, is extremely important to have.

Certification 88

Certification Taxes Insurance Banking 88

Random Roger's Retirement Planning

NOVEMBER 1, 2022

We've been talking about merger arbitrage as a bond proxy in the various places where I've blogged and written for more than 10 years. The results are essentially identical. The catalyst for this post is the following chart I saw on Twitter. Here's maybe a more practical comparison via Portfoliovisualizer.

Portfolio 83

Portfolio Clients Management Marketing 83

Indigo Marketing Agency

MARCH 6, 2023

Culture, in a positive way, is a tool that can be used to attract the right people to your business, both stakeholders and clients. Similarly, potential clients of your business want the same. Your culture can also be used as a tool to detract those that are not aligned with your culture.

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CFP Advertising Clients Financial Advisor 52

Clever Girl Finance

AUGUST 2, 2023

Perhaps you imagine quitting your job one day to take your business full-time, or maybe you just need to make a little extra money in your spare time. 10 Actionable steps for starting a side hustle Expert tip: Be aware of your energy levels 11 examples of profitable side hustle ideas Can I start a side hustle with no money?

Business Planning 95

Business Planning Planning Food Budgeting 95

Clever Girl Finance

NOVEMBER 1, 2023

When it comes to making big purchases like buying a home or financing a business, knowing and understanding your credit is super important! Table of contents What is credit and what makes up your score? What builds your credit score the most? It’s also used to determine your interest rate on your credit cards and loans.

Accounting 67

Accounting Retirement Planning Retirement Planning 67

Clever Girl Finance

JANUARY 26, 2023

Your finances could range from enjoying financial freedom to living paycheck to paycheck. But somewhere in between, you’ll find your footing as a financially sound household. Plus, how you can push your finances toward this goal. Having the funds you need to pay your bills during an emergency is a key feature of this concept.

Planning 52

Planning Insurance Budgeting Retirement 52

Zoe Financial

APRIL 3, 2023

It’s a crucial tool that allows families to protect and preserve their wealth while passing values on to future generations. Growing Together Takes You Farther I learned shortly after this experience that a multigenerational planning approach is fundamental to the identity of our company. Ready to Grow Your Wealth?

CFP 52

CFP Financial Planning Financial Advisor Planning 52

Zoe Financial

MAY 16, 2023

The federal income tax treatment of these plans is identical. Your contributions accumulate tax deferred, which means that you don’t pay income taxes on the earnings each year. Then, if you withdraw funds to pay the beneficiary’s qualified education expenses, the earnings portion of your withdrawal is free from federal income tax.

Tax Planning 52

Tax Planning Taxes Planning Education 52

Gen Y Planning

JANUARY 5, 2022

But don’t worry; this isn’t a blog about creating a financial New Year’s resolution (we don’t want to set you up to fail). More excitingly, it’s about learning to say “yes” to the things that will enhance your life and your wallet this year. . Start by automating drafts from your checking account to an emergency fund.

Insurance Coverage 52

Insurance Coverage Insurance Accounting Taxes 52

Clever Girl Finance

MARCH 24, 2022

Perhaps you imagine quitting your job one day to take your business full time? Or maybe you need to make a little extra money in your spare time. A side hustle is an additional job or income stream you generate alongside your primary job. You must also find out what business will work well for you and your lifestyle.

Business Planning 52

Business Planning Planning Taxes Media 52

Inside Information

SEPTEMBER 28, 2021

In fact, they make the case that the SEC has totally perverted its consumer protection mission, which is clearly spelled out in the law, for at least the past 20 years. . I know that some of you are shaking your heads, and mumbling something like: “Yeah, I’ve heard all this before, and you know what? Historical precedent.

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

Gen Y Planning

JUNE 1, 2022

Does investing in I-bonds make sense as part of your strategy? What’s great about bonds is that they act as a cushion for your portfolio. Bonds also generate income, making them a flexible part of your long-term cash flow plan. But that doesn’t mean you should discount all bonds from your investment picture.

Investment Planning 52

Investment Planning Investing Investments Planning 52

Clever Girl Finance

NOVEMBER 22, 2022

The resources here can help you plan for your financial future if you’re stuck in a relationship because of money. Some ways financial abusers control their victims through sabotage include: Taking out credit accounts in the victim’s name or stealing their identity to ruin their credit score. What is a financially abusive relationship?

Accounting 65

Accounting Planning Banking Certification 65

Clever Girl Finance

JULY 27, 2022

Well, 47% of Americans were victims of identity theft in recent years. And the single most common method of identity theft involves the identity thief opening a new credit account in the victim’s name. Unfortunately, there’s no way to fully protect against identity theft. What happens when you freeze your credit?

Accounting 62

Accounting Insurance Numbers Government 62

Clever Girl Finance

OCTOBER 23, 2022

Your relationships will be much better for it! Think of the examples of money etiquette you find in your daily life. What do you do when your friend asks to borrow money? Should you share your salary information with others? What financial details should you share with your partner? What is money etiquette?

Budgeting 40

Budgeting Communication Food Planning 40

Sara Grillo

MAY 8, 2023

Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. For those of you who are new to my blog, my name is Sara. IUL call options tutorial: Suppose you have 100k cash value in your account on January 1 st.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Pacifica Wealth

FEBRUARY 21, 2022

Are you worried about identity theft? . Identity theft is the number one concern among consumers who contact the Federal Trade Commission. Forty-two percent of all complaints to the FTC are regarding identity theft. The FBI says identity theft is one of the fastest growing crimes in the United States. your identity.

Accounting 52

Accounting Numbers Wealth Advisor Commission 52

FMG

APRIL 6, 2023

The logo you show the world is the first impression your firm makes. That’s why you want to create a logo that shows off your brand’s personality and really connects with your audience. It creates a feeling for the rest of your webpage and hints at some of your values and services. But it doesn’t always have to be.

Wealth Advisor 52

Wealth Advisor Management Financial Advisor Clients 52

Steve Feinberg

NOVEMBER 9, 2021

If you’ve been thinking about turning your hobby into a full-time job, or you have an idea for a product that people can’t live without, then New Hampshire is a business-friendly state in which to incorporate your new venture. Start by conducting a brainstorming session about your overall business idea. Making a Business Plan.

Taxes 52

Taxes Business Planning License Budgeting 52

WiserAdvisor

FEBRUARY 19, 2024

From seemingly harmless low-interest debt to underestimating the emotional impact of transitioning out of the workforce, various factors can disrupt your peace of mind during your retirement years. This article will also uncover some of the key blind spots you need to be aware of in your retirement planning journey.

Retirement 66

Retirement Retirement Planning Healthcare Estate Planning 66

Nationwide Financial

DECEMBER 30, 2022

Key Takeaways: It’s important to be aware that throughout history, LGBTQ+ individuals have had to fight hard for their rights and protections to feel safer at home among family and friends, as well as at work among their colleagues. I asked, “I always thought you opposed marriage, what made you change your mind?”

Clients 52

Clients Planning Retirement Planning Taxes 52

The Better Letter

MARCH 2, 2023

” And when our deeply held values and desires are in play, we are exceedingly protective of them. Show him facts or figures and he questions your sources. Appeal to logic and he fails to see your point.” It’s what Yale’s Dan Kahan calls Identity-Protective Cognition. Thanks for reading.

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Ethics Government Food Taxes 84