The Big Picture

OCTOBER 23, 2023

Wall Street Journal ) but see Car Owners Fall Behind on Payments at Highest Rate on Record : The risk of vehicle repossession is rising for many Americans facing a budget crunch. Books are copyrighted material, not free fodder for wealthy companies to use as they see fit, without permission or compensation. It needs to stop.

Retirement Planning 264

Retirement Planning Budgeting Retirement Investments 264

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.

Budgeting 98

Budgeting Food Retirement Transportation 98

Nerd's Eye View

OCTOBER 4, 2022

Ramit is the author of the New York Times’s bestselling book, I Will Teach You To Be Rich , and the owner of the online platform of the same name that offers financial education content and programs to consumers so they can get refocused on their personal finances and the things they love.

Clients 246

Clients Financial Advisor Education Retirement 246

Clever Girl Finance

FEBRUARY 10, 2023

Like many, you might shudder at the word budget. But the 50-30-20 budget and the 50-30-20 budget template prove it doesn't have to be difficult. A budget plans out exactly how you'll use your money and this can be tailored to suit your specific lifestyle and situation. What is a 50-30-20 budget?

Budgeting 98

Budgeting Taxes Transportation Healthcare 98

Clever Girl Finance

JULY 18, 2022

These financial literacy books are linked via affiliate links that help us grow Clever Girl Finance! With all the resources online, it can be easy to overlook financial literacy books. However, books allow you the time to reflect as you read. Because they’re long-form, books are a great way to dive into topics you care about.

Education 111

Education Retirement Planning Budgeting 111

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

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 Management Retirement Investments 98

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?

Budgeting 98

Budgeting Transportation Medical Insurance 98

Clever Girl Finance

JANUARY 22, 2024

If you’re really struggling financially and aren’t sure which problem to tackle or how, budget counseling can help. Table of contents What is budget counseling? Does budget counseling affect your credit score? Articles related to counseling and budgeting Consider budget counseling to get your finances in order!

Budgeting 96

Budgeting Financial Counseling Debt Management Financial Advisor 96

Clever Girl Finance

JANUARY 4, 2024

We’ve rounded up the best money books for kids to help you guide them into early financial literacy! So keep reading to learn more about the benefits of finance books for kids and our top picks! What is the best book for learning money? Here are some of the benefits of money books for kids! Want to raise money-savvy kids?

Budgeting 97

Budgeting Banking Investments Investing 97

Clever Girl Finance

JULY 26, 2022

We’ve rounded up the best money books for kids to help you guide them into early financial literacy! So, adding short stories about money in your toddler's book rotation is a fantastic way to get them interested in the topic. That said, let's get into some of the benefits of money books for kids! Why read money books for kids?

Investments 102

Investments Investing Management Media 102

Integrity Financial Planning

JUNE 29, 2023

It’s pretty easy to have a great time in retirement. If you’re looking to get the most out of retirement, what should you do? But spending time with others is important for your happiness, and now that you’re retired you can spend more time with friends or family you don’t see all the time! You’re not working.

Retirement 96

Retirement Financial Planning Budgeting Financial Advisor 96

eMoney Advisor

NOVEMBER 7, 2022

Whether they are on the cusp of retirement or living as a retiree, this is an impactful time of transition. Navigating the Retirement Transition with “Switches” Because the transition to retirement is dynamic and requires financial, lifestyle, and social choices, clients need a full understanding of their “switches” or options.

Financial Planning 107

Financial Planning Retirement Planning Clients 107

Clever Girl Finance

DECEMBER 13, 2023

Saving money is an important task at any age, but as you hit your 40s, the need to save for retirement grows. While savers in their 40s and 50s typically have a decade or two left to save for retirement given the traditional age of 65, emphasizing saving now can set you up for a dream-worthy retirement.

Retirement 94

Retirement Accounting Taxes Insurance 94

The Big Picture

JANUARY 15, 2025

He wrote the book, Private Equity Deals: Lessons in investing, dealmaking and operations. His latest book is Private Equity Deals: Lessons in investing, dealmaking and operations from private equity professionals is out now. Ted Seides : It’s entirely a function of, let’s say, a liquidity budget.

Portfolio 147

Portfolio Assets Investments Investing 147

Financial Symmetry

JUNE 18, 2025

Whether it’s comparing budgeting to sitcom scenarios or addressing cybersecurity with pop culture flair, her blog posts resonate with clients and colleagues alike. Rooted in Family, Faith, and Fun Outside of work, Allison finds joy in the everyday rhythms of family life.

Certified Financial Planner 52

Certified Financial Planner CFP Education Financial Planner 52

Clever Girl Finance

APRIL 14, 2025

I created a budget I could actually stick to 3. But what if I were to tell you that when it comes to personal finance, stinginess , in every positive angle of the word, could actually be the difference between you retiring comfortably or having to work well into your retirement years. I asked, Does this spending spark joy?

Budgeting 55

Budgeting Retirement Sales Food 55

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

Wealth Management

JUNE 12, 2025

That might seem like the most straightforward task, but the night we flew to Massachusetts to start the tour, the hotel I had booked had changed hands and put up new signage the week before. Share some basic information such as trip dates, colleges to visit and what kind of hotel you’d like to stay in, from budget to chain to luxury.

Wealth Management 239

Wealth Management Financial Planning Planning Financial Advisor 239

Clever Girl Finance

OCTOBER 24, 2022

And maybe you're craving some fun stay at home date night ideas but need them to be budget-friendly as you work on your financial goals. Some may find it difficult to stick with a budget while dating because the average date costs roughly $100; this equals two dinners, a bottle of wine, and movie tickets—ouch! Plan a board game night.

Budgeting 75

Budgeting Planning Food Communication 75

Yardley Wealth Management

OCTOBER 8, 2024

Include them in age-appropriate conversations about household finances and budgeting. Show them how you budget, save, and avoid unnecessary debt. Show them how you budget, save, and avoid unnecessary debt. Prioritize financial goals such as saving for emergencies, retirement, and your child’s education.

Budgeting 40

Budgeting Education Wealth Management Accounting 40

The Big Picture

MARCH 29, 2023

Construction Physics ) • When Your Career, and Retirement, Are the Family’s Business : Succession plans, or the lack thereof, can hinder the transition to a new generation — and affect how loved ones fund their later years. ( The book is a fun romp covering the 1998-2018 era. “And what breaks my heart is that she knows it.”

Retirement 147

Retirement Economy Budgeting Banking 147

Clever Girl Finance

FEBRUARY 11, 2025

Follow your existing budget : Stick to your pre-planned necessities and nothing extra. Look ahead and stay motivated Saving money for the future isn’t just about retirement. Let your friends and family know about your no spend month challenge in advance, so they can support you and suggest budget-friendly ways to hang out.

Budgeting 82

Budgeting Accounting Planning Transportation 82

FMG

MAY 19, 2025

Add keywords your audience might use, like Financial Advisor | Retirement Planning or “Wealth Management | Tax Planning.” Include Keywords for Discoverability People search Instagram like they do Google, so include keywords like retirement planning, wealth advisor, or student loan help to boost discoverability.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

Clever Girl Finance

OCTOBER 14, 2022

So you need to be brutally honest with yourself about any outstanding debt , student loans, or high expenses that are hurting your budget. In order to combat this, take some time to make a budget. You also want to find a budgeting method that works for you because it will help you manage your money better. Are you overspending?

Management 111

Management Budgeting Insurance Accounting 111

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). Maybe it’s a goal to retire in five years… or to send your kids to college in 8 years.

Budgeting 121

Budgeting Taxes Accounting Retirement 121

WiserAdvisor

JUNE 4, 2025

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. Just like booking a taxi on your phone, one also expects to receive financial advice, invest, and liquidate their assets, while on the go.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59

FMG

JUNE 13, 2025

Advisors offer insights on retirement, long-term care, or market trends over lunch at a local café or conference room. One standout strategy includes bundling a relevant book with the catered lunch to enhance attendance and provide a valuable takeaway. What’s a good budget per attendee? Follow up within 48 hours.

Education 52

Education Food Clients Retirement 52

WiserAdvisor

SEPTEMBER 1, 2022

If you wish to have a firm grip on your finances and want to learn about different strategies related to investing, tax-saving, or retirement planning, consult with a professional financial advisor who can advise you on the same. You need help creating a budget. Budgeting is one of the most important aspects of financial planning.

Financial Advisor 98

Financial Advisor Budgeting Financial Planning Retirement 98

Clever Girl Finance

DECEMBER 31, 2022

This is where the best books on self discipline can come in handy. That's why we've narrowed down our favorites to give you an evergreen list of the most helpful books on self discipline! The importance of books on self discipline. The importance of books on self discipline. Why are self discipline books helpful?

Medicine 59

Medicine Economics Budgeting Planning 59

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. Doing this before you book hotels and other plans at your destination can help provide you with the greatest flexibility in finding the cheapest flights.

Financial Planning 98

Financial Planning Budgeting Planning Retirement 98

Clever Girl Finance

SEPTEMBER 4, 2022

Eating in restaurants and fast-casual places, as well as buying drinks and snacks on the go, can wreak havoc on the budget. How you spend your leisure time impacts your budget. It’s incredible the volume of movies, TV shows, books, magazines, and other resources your library contains. Find ways to save money on entertainment.

Food 96

Food Retirement Budgeting Accounting 96

Clever Girl Finance

JULY 16, 2022

Whether you need to find inexpensive activities for the summer break, are saving for a family vacation , or need to make a Christmas budget , these money saving blogs for moms contain all the tips and tricks you need. And that's not all because her articles also focus on family budgeting and motherhood tips. Life and a Budget.

Budgeting 105

Budgeting Food Planning Education 105

Clever Girl Finance

JANUARY 25, 2023

You have money to build an emergency fund, contribute to a retirement fund , or go on a dream vacation. It’s a great starting point to help you create a realistic budget for yourself. Create a budget Staying out of debt takes more than tracking your income and spending. You have to be proactive, that’s why you need a budget.

Budgeting 105

Budgeting Food Planning Management 105

Midstream Marketing

DECEMBER 28, 2024

This unique way of marketing focuses on being creative and making a big impact without a big budget. Some examples are free shipping on Amazon, the free Kindle app for reading Kindle books, and popular tablet TV shows. This is true for financial advisors who have a small budget. There isnt just one way to do it.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Zoe Financial

DECEMBER 28, 2024

For instance, I will contribute an additional $10,000 to my retirement fund this year or I will pay off my $15,000 credit card balance by December 2025. Outcome: Define Your Big Financial Goals Set a Clear Spending Plan Create a budget that prioritizes your values. A spending plan isnt about restrictionits about intentionality.

Estate Planning 40

Estate Planning Financial Advisor Accounting Wealth Advisor 40

Clever Girl Finance

APRIL 13, 2023

Actually, you can still enjoy days out with the girls, even when you're on a tight budget. Here are 22 girls day out ideas if you're on a budget: 1. Start a girlfriends book club Undoubtedly, life gets busy. And that book from the New York Times Best Seller list on your nightstand? It gets forgotten about.

Budgeting 99

Budgeting Retirement Banking Food 99