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!

Budgeting 105

Budgeting Taxes Transportation Healthcare 105

eMoney Advisor

NOVEMBER 7, 2022

As a financial professional, you want to help prepare clients for all the “switches” they may face. Assist clients by specifying a purpose and plan for their donations with a gifting budget. To learn more about the financial, lifestyle, and social transitions that happen later in life view this on-demand webinar.*

Financial Planning 107

Financial Planning Retirement Planning Clients 107

Abnormal Returns

DECEMBER 11, 2023

(citywire.com) Behavior Why people don't like visiting their financial planner. contessacapitaladvisors.com) The financial planning profession has recognized the importance of behavioral factors. riabiz.com) Advisers Lessons learned from two years of Kindness Financial Planning. wealthmanagement.com)

Financial Planner 144

Financial Planner Financial Advising Financial Planning Budgeting 144

Clever Girl Finance

NOVEMBER 8, 2022

Not to worry if your budget is tight, our staycation ideas are here to save the day! While it might not be the same as booking a flight to somewhere far away, it can be just as meaningful, and help you with your finances , too. With a regular vacation, a huge part of your budget goes to travel. Any plans to buy a home?

Budgeting 98

Budgeting Food Planning Media 98

Clever Girl Finance

OCTOBER 16, 2023

With all the resources online, it can be easy to overlook financial literacy books. However, books allow you time to reflect as you read. Because they’re long-form, books are a great way to dive into topics you care about. That said, you can use some of the best finance books to achieve financial wellness.

Budgeting 98

Budgeting Retirement Management Investing 98

Ballast Advisors

MAY 8, 2023

Financial planning is a vital aspect of life. Often, the financial lessons and advice passed down from generation to generation shape an individual’s approach to finances. In this blog, we’ll dive deep into some lessons they’ve learned and the role that financial planning plays in supporting their goals.

Financial Planning 98

Financial Planning Planning Financial Planner Retirement 98

MainStreet Financial Planning

AUGUST 2, 2024

In this edition, we’ve gathered valuable resources and tips to help you and your children start the school year strong, including must-read books, top online tools, informative podcasts, updates on financial literacy initiatives in California , etc. BOOKS FOR CHILDREN AGE: 4-7 Anthony C.

Budgeting 98

Budgeting CFP Education Financial Planning 98

Your Richest Life

MAY 20, 2025

Just like you book regular check-ups for your body, scheduling check-ins for your mental health should be another part of your wellness plan. You Need a Budget and Monarch Money are a couple that I recommend. Having a plan can cut down on your stress, and allow you to feel more in control of your finances.

Management 52

Management Certified Financial Planner Financial Planning Planning 52

Your Richest Life

JULY 29, 2022

Discuss the family budget with them, and allow them to have a hand in making decisions about the budget. Involving them in family money decisions shows them that it’s okay to talk about money, and teaches them how a budget works. The Coin Counting Book – Introduces what American money looks like, and how to count it.

Budgeting 116

Budgeting Accounting Education Fee Only 116

WiserAdvisor

JULY 1, 2022

That said, entrepreneurship can sometimes be cumbersome in spirit, especially in terms of financial planning. Long working hours, lack of financial security, irregular income, managing investors, liquidity issues, insufficient equity, and more, while juggling personal finances, can be a daunting task.

Financial Planning 52

Financial Planning Planning Financial Planner Retirement 52

Integrity Financial Planning

JUNE 2, 2023

Book Flights Early Airlines sell flights at least 11 months in advance, so booking flights 11-plus months in advance is a great way to get value for your flight expenses. Set a budget for your trip and start saving money as early as possible.

Financial Planning 98

Financial Planning Budgeting Planning Retirement 98

Your Richest Life

MARCH 15, 2023

Whether you love jewelry, travel, books or sports, treating yourself can be a very positive, and smart, way to spend your money. Planning means including a set amount into your budget each month for fun purchases, or creating savings funds for those extras that you really want. This achieves a couple different things.

Budgeting 111

Budgeting Financial Planner Planning Fee Only 111

Sara Grillo

JANUARY 8, 2024

While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. I am an irreverent and fun marketing consultant for financial advisors. Repeatable?

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Financial Symmetry

JUNE 18, 2025

She’s volunteered with organizations such as NAPFA, SavvyLadies, Building Homes for Heroes, and served as a WIN Advocate for the CFP® Board, championing women’s voices in the financial planning profession.

Certified Financial Planner 57

Certified Financial Planner CFP Education Financial Planner 57

WiserAdvisor

JUNE 19, 2022

Instead, they start piling up right when you plan to conceive. Regular medical tests, doctor consultations, quality care, a good diet, and more, start to affect your budget even before you deliver the baby. And, once your baby comes to life, your financial budget can suffer if you do not prepare well.

Financial Planning 52

Financial Planning Planning Education Budgeting 52

MainStreet Financial Planning

JULY 31, 2024

As Joline Godfrey states in her book, Raising Financially Fit Kids , “Allowance is not an entitlement or a salary. Seeing how well she manages this, I’m considering increasing her allowance to help her learn to budget for school clothes, supplies, and other expenses.

Education 98

Education Budgeting Financial Planner Accounting 98

Your Richest Life

FEBRUARY 15, 2022

If that includes you, then let’s take a look at some of the ways you can book a vacation without destroying your budget: Make a Travel Plan Ahead of Time. If you want to avoid hurting your financial goals for the year, then definitely plan for your trips ahead of time. Plan for Surprise Travel Expenses.

Financial Planning 52

Financial Planning Planning Insurance Fee Only 52

MainStreet Financial Planning

MAY 29, 2024

Plan Early Planning early is essential for any wedding, but it’s especially important for a destination wedding. Notify your family and friends as soon as possible so they can arrange time off work, update passports, and book travel. Know the Rules Be aware of any extra fees for bringing your own vendors.

Budgeting 98

Budgeting Transportation Planning Food 98

Integrity Financial Planning

JUNE 29, 2023

You could learn a new language, learn how to draw, or even write a book. But now that you have more time available, you can go just about anywhere as long as you fit it into your budget. Source: [link] The post How to Live Retirement to the Fullest appeared first on Integrity Financial Planning, Inc.

Retirement 96

Retirement Financial Planning Budgeting Financial Advisor 96

Clever Girl Finance

DECEMBER 7, 2022

Create a financial plan. The biggest step in how to get rich from nothing is to create a financial plan. If you ask someone who has done it how to become rich, they will advise you to create a financial plan by doing the following: Set financial goals. You can even save money on a tight budget.

Budgeting 105

Budgeting Financial Planning Accounting Investing 105

WiserAdvisor

SEPTEMBER 1, 2022

However, if your financial concerns are pretty straightforward due to having fewer investments or you being a new investor, you may get by meeting every six months or once a year to review and update your financial plan. That said, it is quite common for people to wonder – How often should I meet with my financial advisor?

Financial Advisor 98

Financial Advisor Budgeting Financial Planning Retirement 98

Clever Girl Finance

DECEMBER 13, 2023

Often, living on one income requires you to get creative with your budgeting and learn to prioritize your needs over your wants. From practical budgeting best practices to money mindset shifts , here’s a look at how to live on one income. And it all starts with building a sustainable budget.

Budgeting 98

Budgeting Planning Financial Planning Accounting 98

Clever Girl Finance

SEPTEMBER 26, 2023

That said, in this article, you’ll learn how to create a financial plan to set yourself up for financial success and resist living above your means. Why is it important to live below your means Living below your means gives you financial freedom. There are a variety of ways to make a budget.

Budgeting 98

Budgeting Financial Planning Planning Electronics 98

Integrity Financial Planning

JANUARY 19, 2023

This could include tuition, books, their side interests, and how specific decisions – like taking out student loans – affect their future. Age 18-22 is the Time of Financial Independence Being away from home for the first time and getting carried away by different activities, college life can get very expensive.

Budgeting 86

Budgeting Accounting Financial Planning Retirement 86

WiserAdvisor

JULY 3, 2023

A financial advisor can help you understand the intricacies of financial planning for physicians. Below are 6 common financial planning mistakes physicians make: Even though financially well-off, physicians tend to make several financial mistakes. Some mistakes that physicians must avoid: 1.

Financial Planning 40

Financial Planning Planning Medical Financial Advisor 40

MainStreet Financial Planning

AUGUST 6, 2024

Inspired by the book Raising Financially Fit Kids by Joline Godfrey , which outlines specific activities, tasks, concepts, and actions you can introduce to children from as early as age 5, I’ve implemented several strategies to teach Liam basic financial skills. What I am doing: We’re just starting with this.

Education 98

Education Banking Management Budgeting 98

Workable Wealth

NOVEMBER 25, 2020

A 529 plan can be the impetus of your savings journey. 529 plans are tax-advantaged savings plans for education costs. While contributions are after-tax, gains grow tax-free and remain tax-free for qualified educational expenses like tuition, fees, books, and supplies. 

Taxes 52

Taxes Retirement Education Accounting 52

Clever Girl Finance

APRIL 29, 2024

It’s definitely a bad financial decision. What to do if you have not been saving: One way to easily save is to establish the habit of trying out different budgeting methods and working with a monthly budget. If you need to, seek support from financial professionals or mentors who can provide guidance and accountability.

Budgeting 105

Budgeting Planning Accounting Investing 105

Getting Your Financial Ducks In A Row

JUNE 12, 2023

This is true for whatever you’re hoping to accomplish – climbing Mount Everest (train, prepare, keep going up); write a book (gather information, organize, keep writing); or get a college degree (show up, pay attention, study). Discipline also extends to creating your budget and sticking to it as well.

Budgeting 121

Budgeting Taxes Accounting Retirement 121

Indigo Marketing Agency

DECEMBER 19, 2022

She has also written two books in which she interviewed some of the smartest minds in business, many of whom have been featured on the Forbes 30 Under 30 list. Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Your Richest Life

SEPTEMBER 12, 2022

That being said, travel prices are still about 17 percent higher than they were in 2019 , so make sure to leave some room in your budget if you haven’t traveled in awhile. Just make sure you read the fine print before booking; some third party sites don’t allow you to change or cancel your plans once you’ve booked. .

Budgeting 59

Budgeting Fee Only Financial Planning CFP 59

Clever Girl Finance

JUNE 15, 2023

You need to understand if they actually spend responsibly or on a whim—without regard to a budget. You should have a plan for managing your money if you’re going to be financially responsible. The actual financial tool that they use to manage their finances really isn’t important. Is giving a part of your budget?

Budgeting 98

Budgeting Planning Communication Retirement 98

Your Richest Life

APRIL 19, 2022

In honor of financial literacy month, here are some ways you can improve your own financial knowledge: 1. Money books for financial literacy. If the idea of reading a money book sounds boring to you, don’t worry; there’s an option for you. There are plenty of fun, interesting books that will meet you at your level.

Budgeting 52

Budgeting Financial Planner CFP Financial Planning 52

The Big Picture

MAY 27, 2025

00:02:20 [Speaker Changed] We we’re gonna talk about kava, we’re gonna talk about know what matters, the book you wrote. So, so there was a quote from you, maybe this was from the book. You again, and I don’t remember if I read this in the book or somewhere else. And the book is Know what Matters.

Food 130

Food Numbers Investing Investments 130

Clever Girl Finance

OCTOBER 29, 2022

Undeniably, it can feel really debilitating to be on a bare-bones budget. Invite friends for a potluck-style picnic, or go solo with a sandwich and a book for some ultimate R&R. Plan your meals at home , pack up your Tupperware and grab a blanket or even a flat sheet and you're all set! Create a financial plan.

Budgeting 64

Budgeting Financial Planning Planning Accounting 64

Your Richest Life

MAY 10, 2024

Americans will be traveling in record numbers this summer, and they plan to do it on a budget. According to NerdWallet’s 2024 summer travel survey , about 45 percent of Americans will be booking a flight or a hotel stay this summer. For example, according to Expedia , the last week of June is the most expensive for travel.

Budgeting 52

Budgeting Fee Only Planning CFP 52

Clever Girl Finance

JUNE 12, 2023

Join your local library and borrow books for free instead of buying new titles. New month, new budget Create a new budget for each new month as one of the creative ways to save money. No two months are quite the same, so adjust your budget accordingly. Not a fan of budgeting? Join your local library Love reading?

Budgeting 104

Budgeting Insurance Accounting Food 104