Tobias Financial

JUNE 16, 2025

These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents. Monthly or quarterly reviews of bank statements, budgets, and investment accounts can help monitor your day-to-day financial health.

Planning

The Big Picture

JANUARY 15, 2025

Barry Ritholtz : Because you have to wait for that private company to have some liquidity event to free up the cash. Ted Seides : It’s entirely a function of, let’s say, a liquidity budget. You get into a private equity or venture capital fund, now you’re generally talking about 10 to 15 years.

Portfolio

Zoe Financial

JUNE 6, 2025

Whether you’re a seasoned executive, a high-earning professional, or preparing for a liquidity event, here’s how to use the momentum of summer to take control of your finances. Review Your Budget — And Your Spending Leaks Even high earners lose track of money. Revisit Your Financial Goals Life changes? Your goals might too.

Budgeting

Midstream Marketing

NOVEMBER 8, 2024

These events allow you to share what you know. Networking at Industry Events and Conferences Attending events and conferences is a great way for financial professionals to connect. After the event, reconnect with your contacts. With PPC, you control your budget and can check how your ads are performing in real time.

Financial Advisor

Yardley Wealth Management

OCTOBER 29, 2024

The post Planning for Life’s Unexpected Events: Why Preparedness is Key appeared first on Yardley Wealth Management, LLC. From sudden job loss and medical emergencies to natural disasters and unexpected expenses, unexpected events can impact our lives and financial well-being. For more information contact us!

Planning

Zoe Financial

DECEMBER 28, 2024

Outcome: Define Your Big Financial Goals Set a Clear Spending Plan Create a budget that prioritizes your values. Revisit your plan after major life events or annually to reflect changing circumstances. Actual economic or market events may turn out differently than anticipated. Economies and markets fluctuate.

Estate Planning

Clever Girl Finance

JUNE 22, 2025

What changed the game for me wasn’t just budgeting harder or cutting out all my fun—it was being intentional with how I handled my paycheck the moment it hit my account. Tune up your budget 5. How often should I update my budget? Your budget should reflect your whole life, including joy. Table of contents 1.

Budgeting

Zoe Financial

JUNE 18, 2025

Managing spending doesn’t require strict budgeting—it’s about awareness. Insurance: Life: disability, and liability insurance may help protect against unforeseen events. Spend Spending refers to the money leaving an account for expenses. Without a clear understanding of where money goes, it can be difficult to plan effectively.

Insurance

WiserAdvisor

JULY 2, 2025

Protecting against unexpected healthcare expenses with strategic financial planning Even with Medicare coverage and well-structured retirement plans, unexpected medical events such as hospitalizations, accidents, surgeries, or the onset of chronic conditions can significantly impact a retiree’s financial stability.

Healthcare

Carson Wealth

JULY 16, 2025

Their prices swing with supply, demand, and global events, offering portfolio diversification but often greater volatility as well. Primary deficit: A measure of a government’s budget shortfall excluding interest payments on existing debt. Rebalancing may be a taxable event.

Investments

WiserAdvisor

JUNE 13, 2025

There was no will, trust, or clear instructions for how their assets should be handled in the event of their demise. Review regularly: Update your plan after major life events like marriage, divorce, births, or major financial changes. However, financial planning isn’t as simple as managing a budget or picking a few investments.

Estate Planning

WiserAdvisor

JUNE 4, 2025

Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurance coverage, retirement strategy, and even estate planning. They must also pay attention to how their clients react to different financial events and situations and gauge their personalities.

Financial Planning

Midstream Marketing

DECEMBER 28, 2024

This unique way of marketing focuses on being creative and making a big impact without a big budget. Its about discovering new and authentic ways to reach your audience, all while staying within budget and using the resources you have. This is true for financial advisors who have a small budget. There isnt just one way to do it.

Financial Advisor

WiserAdvisor

JULY 9, 2025

Pandemics, recessions, political events, wars, and other events; there is always something around the corner that can impact your financial life. The point is you have options, and they can be tailored to your budget and comfort level. The result? More money in your pocket. 7. So, what do you do?

Financial Advisor

Carson Wealth

JANUARY 28, 2025

Establish a budget and schedule for giving. Reputational risk refers to events that could cause a foundation or donor to lose face. Governance risk events include conflicts of interest, poorly designed or inappropriate organizational structures, and inexperienced boards. How much are you comfortable giving? Reputational risk.

Risk Management

Midstream Marketing

NOVEMBER 5, 2024

You can discover the events or webinars they want to join, or you can make your content more fun. You should explore different tools to see which ones meet your needs and fit your budget. Leveraging Polls and Surveys for Interactive Content Polls and surveys are great tools to create fun content. They engage your audience.

Media

The Big Picture

FEBRUARY 24, 2025

This includes setting goals, having a financial plan, and acknowledging our collective inability to predict the outcomes of geopolitical events (either domestic or overseas). Whether it comes from DOGE or the Budget process or a minor court case or a more serious challenge, we should be aware of the changing environment.

Economy

Harness Wealth

MARCH 27, 2025

Without judicious budgeting, businesses risk liquidity problems, which then hinders their ability to meet operational expenses. In the event of any compliance issues or audits, these records will serve as proof of adherence to state and federal regulations.

Taxes

Carson Wealth

DECEMBER 10, 2024

Establish a Budget and Schedule for Giving One of your first tasks is to determine how much you are comfortable giving. Fund a specific event or project? Or maybe boost their publicity budget to attract more donors? This is, of course, a very individual decision. What do you want to do for that organization?

Taxes

Clever Girl Finance

MARCH 10, 2021

Additionally, they offer courses on budgeting and paying off your mortgage. She will help you transform your relationship with money, master budgeting, and even get started on investing. Alongside her husband, she is the author of the book Money Talks: The Ultimate Couples Guide to Communicating About Money.

Education

Yardley Wealth Management

JULY 22, 2025

Research shows that only 44% of workers negotiate, despite evidence that most employers expect workers to negotiate their compensation package and typically prepare their budgets for a bit of back-and-forth. The Art of Negotiations Professionals typically undervalue their bargaining power when accepting a new position.

Healthcare

Carson Wealth

APRIL 7, 2025

Howard Marks, Founder of Oaktree Capital, said it best in a Bloomberg interview on Friday, The world economy and the world order beyond the economy meaning geopolitics and international relationships has been shook up like a snow globe by the events of the last days, and nobody knows what it’s going to look like.

Marketing

FMG

MAY 19, 2025

Free budget guide below! Everything you need website, email, social media, blogs, events, video and printed cards all in one place. You can create highlight cover images with tools like Canva. Examples of Winning Bios Retirement Ready? “ Helping Gen X professionals retire smart with personalized planning.

Financial Advisor

Carson Wealth

MARCH 7, 2025

The Budget Lab at Yale University estimates larger prices increases on items like computers and electronics (+10.6%), apparel (+7.5%), autos (+6.1%), fresh produce like fruits and vegetables (+2.9%), and wood products (+2.9%). The impact on prices is also going to vary depending on the type of product.

Economy

Bell Investment Advisors

JUNE 27, 2025

and global economic events. and Global Events – What a Year 3:08 Laurent Harrison: Without further ado, I’m going to jump into the first slide here, and I’m going to cover the next two. There is an organization in Congress known as the Congressional Budget Office. Hopefully, that will be OK. Slide 4: U.S.

Economics

Yardley Wealth Management

DECEMBER 10, 2024

Factor longevity into your retirement planning by estimating your life expectancy and budgeting for additional years in retirement. Create a Retirement Budget Creating a retirement budget is essential for managing expenses and ensuring that your savings last throughout retirement.

Retirement Planning

The Big Picture

MARCH 17, 2025

You were the Chief Economist for the US Senate Budget Committee during, was that during the Obama administration? So wait, so you are the Chief economist for the Democrat US Senate Budget Committee, who is the chief economist for the Republicans Stephanie Kelton : Bill something? ’cause I was just teaching economics at UMKC.

Economy

The Big Picture

MAY 27, 2025

And, you know, we can’t agree on a budget for 20 months. We think that in growth concepts, the last thing they need to do is do fundraising as if it’s an annual lifecycle event. You know, literally the last thing that needs to happen is, is money raising needs to an annual event.

Food

Carson Wealth

MAY 19, 2025

58% of all the components in the S&P 500 made a 20-day high last Monday, a very rare event and another clue the strength weve been seeing isnt just another bear market rally. The Committee for a Responsible Federal Budget (CRFB) estimates that the deficit will surge by almost 1.8% Well, last week we got another one.

Marketing

Wealth Management

JULY 24, 2025

It’s hard to compete with those bigger players, who often have virtually unlimited compliance and marketing budgets and might offer lower management fees. CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy

Wealth Management

FMG

JUNE 13, 2025

During our recent “ “ Make Your Event an Easy YES ” workshop, advisors shared so many creative and successful event ideas that we knew we had to package them up and share more broadly. These events give clients a natural reason to bring friends and family members, creating warm introductions in a relaxed setting.

Education

The Big Picture

FEBRUARY 19, 2025

We looked at it and what Yale discovered was that these events in history that that create these, these cycles, like Archduke Ferdinand getting assassinated in 1914, the Germany signed the armistice in 2018. Um, so it’s, it’s really about, you know, past federal spending driven by war conflicts.

Economy

The Big Picture

MAY 19, 2025

There were numerous events throughout the day that were concerning, but once the NBA game between the Oklahoma City Thunder and the visiting Utah Jazz was cancelled Jazz center Rudy Gobert had tested positive for COVID-19 things got bad fast. Because the stakes are so low and the issues so unimportant. 400 baseball hitter.

Marketing

Harness Wealth

JULY 14, 2025

The most significant advantage of working with a qualified tax professional versus using consumer tax software to self-prepare tax returns is access to knowledge, being able to demystify tax ‘myths,’ and clearly explain how taxes work when navigating life events and business situations.”

Taxes

Carson Wealth

JULY 10, 2025

These plans not only protect you from surprise bills, but also help ensure that your income will be protected in the event of illness or injury. Financial Wellness Programs Programs like these might include budgeting tools, student loan assistance, debt management counseling, or one-on-one sessions with a financial advisor.

Insurance

Your Richest Life

AUGUST 10, 2025

Here are some resources to help you assess your budget: Busting Top Budget Myths Mid-Year Goals Reflection Budget Like a Pro in Six Steps – Part 1 Budget Like a Pro in Six Steps – Part 2 Prepare for Upcoming Expenses For many people, the last quarter of the year can be very expensive.

Budgeting

Wealth Management

AUGUST 11, 2025

Evan Vladem: Bobby, I have to start with a hard-hitting question: How much do you budget per year for speeding tickets? Bobby Rahal: [Laughter] I can’t even remember the last time I had a speeding ticket, so I don’t budget anything. I live in Florida now, and they’re cracking down on speeders these days, so maybe I should.

Estate Planning