Remove Budgeting Remove Economics Remove Taxes
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Weekend Reading For Financial Planners (June 14–15)

Nerd's Eye View

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

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Podcast links: thinking freely

Abnormal Returns

(podcasts.apple.com) Jim Pethokoukis talks the business of space with Matt Weinzierl, co-author of "Space to Grow: Unlocking the Final Economic Frontier." fasterplease.substack.com) Policy Stephen Dubner talks tax myths with Jessica Riedl, a senior fellow in budget, tax, and economic policy at the Manhattan Institute.

Budgeting 147
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5 Tactics for Retirees to Navigate Economic Uncertainty

MainStreet Financial Planning

Economic uncertaintywhether it’s due to market volatility, rising inflation, or potential recessionscan feel overwhelming. Here are five practical tactics to help retirees weather economic uncertainty: Take a Break from the News Constantly consuming news and social media can lead to unnecessary panic.

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Sunday links: money skepticism

Abnormal Returns

nytimes.com) Budgeting When you do the math, it's hard to find trillions to save in the federal budget. econbrowser.com) The Department of Veteran Affairs now makes up 5% of the federal budget. economist.com) No-limit vouchers are blowing a hole in the state of Arizona's budget. Just ask Norway.

Math 173
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A Beginner’s Guide to Market Investment Terms

Carson Wealth

It’s often characterized by economic pessimism and declining investor confidence. Market Metrics & Economic Indicators GDP, CPI, P/E ratios—economic indicators can sound like alphabet soup, but they can be the pulse checks of your investments. It’s the ultimate scorecard for economic health.

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New Year, New Wealth: A Guide to Financial Resolutions for 2025

Zoe Financial

Outcome: Define Your Big Financial Goals Set a Clear Spending Plan Create a budget that prioritizes your values. Plan Your Tax Strategy Work with a financial advisor to optimize your tax situation. This could include leveraging tax-advantaged accounts, maximizing deductions, or planning for capital gains.

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Crisis Management Financial Planning: Preparing for Unexpected Events

Carson Wealth

Tax planning. Utilizing tax-efficient investment strategies, such as municipal bonds and tax-managed ETFs, may help minimize tax liabilities. Charitable giving and philanthropic activities can also provide tax benefits while supporting causes you care about. Budget for emergencies. Tax planning is crucial.