WiserAdvisor

SEPTEMBER 27, 2023

The 401(k) retirement plan is one of the most powerful tools. This tax-advantaged savings vehicle allows you to accumulate wealth steadily over a lifetime of diligent saving and investing. It offers employer matches to boost your savings. But is it truly enough to sustain a comfortable retirement?

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Risk Tolerance Retirement Taxes Retirement Planning 52

Clever Girl Finance

MAY 12, 2023

Imagine you make enough money through investments and savings that you can retire early. You now have time to pursue passion projects or travel full-time. To make that goal into a reality, you need to learn how to FI or achieve financial independence. FIRE stands for “Financial Independence, Retire Early.”

Retirement 59

Retirement Numbers Insurance Accounting 59

Clever Girl Finance

APRIL 10, 2024

Knowing about their differences and how to use them in your life will help you succeed with money and create a more stable financial situation. The differences between active and passive income streams Expert tip: Diversify your income sources How to use both types of income in your life Is rental income active or passive?

Taxes 75

Taxes Education Assets Investing 75

Gen Y Planning

FEBRUARY 1, 2024

From social media to texts, phone calls, emails, and news alerts—it’s incredible how much information we process regularly. So, when it comes to handling your finances, it’s natural to think that the information you hear repeatedly is the best advice to follow. Shouldn’t you listen to what they have to say?

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Insurance Financial Advice Accounting Clients 52

Clever Girl Finance

AUGUST 2, 2022

While earning more money through raises at work or increasing your hours is great, you may also be looking to see bigger returns. Usually, some level of risk is necessary to make your money grow big-time. If you have $10,000 and want 10x that amount, here are some ways to turn 10K into 100K! IRAs or Roth IRAs.

Education 59

Education Retirement Investing Investments 59

Clever Girl Finance

FEBRUARY 6, 2023

The term personal finance ratios might be giving you flashbacks to math class. Back then, if students looked like they were zoning out, your teacher might have told you “pay attention, this will be useful to you later.” Well, this time you don’t have to wait—a lot of the ratios below will be useful to you right now!

Numbers 74

Numbers Assets Retirement Budgeting 74

James Hendries

FEBRUARY 23, 2023

When you’re a small business owner, you need to pay extra careful attention to both your business and personal finances. Your financial planning strategies should simultaneously encourage the success of your business while also working towards safeguarding your personal finances.

Financial Planning 40

Financial Planning Planning Tax Planning Taxes 40

Clever Girl Finance

JULY 18, 2022

Managing your personal finances is an important task. However, lifestyle inflation can make it more difficult to keep your finances on track. But what is lifestyle inflation and how can you avoid it in the first place? With that, your income is growing but your savings rate never increases substantially.

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Budgeting Math Accounting Retirement 108

Clever Girl Finance

JANUARY 2, 2023

How often do you look at your to-do list and feel like there’s simply not enough time for everything ? If you’re anything like me — and most other people — it probably happens pretty often. You might find yourself wondering why you really need clearly defined priorities. Earn $10k in your business.

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Budgeting Management Media Retirement 73

FMG

OCTOBER 6, 2022

From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. CRM stands for Customer Relationship Management and is a technology used to manage your advisory’s relationships and interactions with clients.

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Financial Advisor Clients Communication Financial Planning 83

eMoney Advisor

FEBRUARY 16, 2023

But what often happens after that initial influx of activity is a lull that can make you feel like you should be doing more. This can be a tricky time and it’s tempting to think about adding services to your practice to help the client see your value. What does that long-term relationship look like?

Financial Planning 75

Financial Planning Clients Planning Estate Planning 75

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.

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Insurance Coverage Insurance Accounting Taxes 52

Clever Girl Finance

NOVEMBER 4, 2022

Have you ever met someone who doesn’t seem worried about money ? The great news is you can learn how to become financially stable with a little bit of work. Keep reading to learn the nine steps you can use for financial stability. Being financially stable means being confident in your financial situation.

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Budgeting Accounting Planning Financial Planning 73

Clever Girl Finance

SEPTEMBER 23, 2022

Let’s check out the good and bad of debt free living, then dive into some tips for making it happen and living a debt free life! Before setting any new financial goals , it’s always important to have a good grasp on your reasons for doing so. All your money is your own. In short, it puts you back in control!

Budgeting 64

Budgeting Numbers Education Accounting 64

Clever Girl Finance

SEPTEMBER 9, 2022

Have you been overspending recently and want to change your money mindset? Or maybe you just want to accelerate your savings efforts? But there is a way to get your spending back under control. Let us introduce you to a type of savings challenge that actually works. You may even find it fun!

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Budgeting Planning Accounting Food 64

Gen Y Planning

FEBRUARY 1, 2022

How do you feel about your money? If you were one of the over 2,000 people surveyed in Personal Capital’s 2022 Wealth and Wellness Index survey, you might say that your current financial position isn’t exactly where you want it to be. . Where can you find this information? consistently.

Budgeting 52

Budgeting Planning Retirement Accounting 52

Clever Girl Finance

DECEMBER 1, 2022

No one cares about your financial well-being more than you, so it's important to have a financial plan for yourself. Knowing how to make a financial plan will allow you to save money, afford the things you really want, and achieve long-term goals like saving for college and retirement. Retirement savings.

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Clever Girl Finance

FEBRUARY 20, 2024

Picture this: you’ve just received or saved $20,000 but are unsure what to do with it. You could spend it on a luxurious vacation or a new car, or you could invest it wisely to set yourself up for financial stability in the future. Articles related to investing The best way to invest $20k depends on you!

Investing 52

Investing Investments Risk Tolerance Education 52

Clever Girl Finance

JANUARY 29, 2023

Most of us know our net worth isn't as high as Beyonce’s, but do you know your net worth by age comparison? Keep in mind that ultimately, your net worth goals depend on what you want to accomplish financially from a personal perspective. The information here is just to guide you, not to set any rules.

Budgeting 114

Budgeting Retirement Assets Education 114

Sara Grillo

APRIL 11, 2022

The other day it hit me that the only systems in America other than AUM where you pay more for making more are alimony, child support, and the IRS. For those of you who are new to my blog, my name is Sara. Please conduct your own diligence on any wealth manager you are considering hiring.

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Financial Advisor Portfolio Clients Management 52

The Big Picture

JUNE 6, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Bloomberg , Spotify , Stitcher , and YouTube. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, what can I say? Good to have you.

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Accounting Numbers Budgeting Financial Counseling 130

WiserAdvisor

JANUARY 9, 2024

The tradition of making New Year’s resolutions often centers around self-improvement, and what better way to enhance your life than by fortifying your financial health? Let’s undertake this journey of financial transformation with a clear roadmap and a commitment to make this year your most financially rewarding yet.

Budgeting 40

Budgeting Retirement Planning Retirement Accounting 40

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

Good Financial Cents

APRIL 10, 2023

Isn’t it funny how childhood experiences shape our views of rich vs. wealthy, as well as who has money compared to who doesn’t? There are several memories from my own childhood that made me think I knew how to tell if someone was rich, yet one in particular still sticks in my mind. Ads by Money.

Investing 109

Investing Investments Assets Accounting 109

Good Financial Cents

JULY 3, 2023

Are you curious about how much $30 an hour could earn you in a year? Did you know that according to the United States Bureau of Labor Statistics , the median hourly wage for all workers is $29 per hour? So, let’s see what your yearly take-home pay could look like with such a handsome hourly rate.

Budgeting 72

Budgeting Taxes Numbers Retirement 72

WiserAdvisor

JANUARY 23, 2024

Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. While some advisors bring qualifications, expertise, and a commitment to your financial well-being, others may fall short of expectations. These are often cited in financial news.

Financial Advisor 52

Financial Advisor Risk Tolerance Communication Taxes 52

Clever Girl Finance

OCTOBER 10, 2022

You normally stick to a firm budget and don’t buy a ton of things, but now you’re tired of letting extra purchases sneak up on you. A stay on shopping ban island can reset your spending habits and put you on the right track to reach your goals. Why you might be on shopping ban island. Overshopping.

Budgeting 52

Budgeting Accounting Planning Retirement 52

Mr. Money Mustache

JULY 18, 2022

And if the following statement rings true to you, you may be suffering from this same hardship: “I think I’m close to having enough money to jump into early retirement, but not quite. After all, you can never be too careful, as the saying goes. This happens way more than you might think. It sounds rational, right?

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Retirement Food Accounting Transportation 127

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

Good Financial Cents

APRIL 14, 2023

A recent survey by the Research Department of Statista.com revealed that 34% of Americans had less than $1,000 in their savings accounts. Personally, I don’t think it matters which statistical bucket you fall in to claim the following: making an extra $1,000 per month would dramatically improve your life. Blogging 4.

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Communication Investing Investments Accounting 90

Sara Grillo

MAY 23, 2022

It’s so clear to me what the future of financial advice is – what it should be – and what it will be. For those of you who are new to my blog/podcast, my name is Sara. For example, in Cody’s ADV you will see that he has no discretion over any client investments. Find out by listening to the show.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

The Big Picture

SEPTEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. MILLER: Sixth. RITHOLTZ: Sixth.

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Sales Numbers Taxes Marketing 130

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

Sara Grillo

FEBRUARY 13, 2023

Don’t let your clients get taken! For those of you who are new to my blog/podcast, my name is Sara. By excluding certain types of stocks, you make it more likely you’ll underperform. It’s the concept of “slactivism”, according to Balchunas: you want to do something good, but you don’t want to exert too much of an effort.

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

APRIL 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple , Stitcher , Spotify , Google and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. I know you will also. DAMODARAN: Yeah.

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Valuation Education Government Numbers 286