Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

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Financial Planner Commission Communication Financial Advisor 246

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

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Financial Planner Certification CFP Financial Advice 246

Midstream Marketing

NOVEMBER 7, 2024

Key Highlights Learn how to improve your financial planner’s online visibility by using SEO and SEM wisely. Introduction In financial planning, it is key to know about search engine optimization (SEO) and search engine marketing (SEM). Digital marketing strategies are crucial for the success of financial planners.

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Financial Planner Engineering Financial Planning Budgeting 52

MainStreet Financial Planning

MARCH 7, 2025

The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management). Instead, they provide objective, conflict-free financial advice at a predictable cost.

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Fee Only Financial Planner Financial Planning Estate Planning 52

Clever Girl Finance

DECEMBER 23, 2024

That’s where financial planning for freelancers comes in. As a freelancer, youre your own boss, accountant, and financial planner all rolled into one. Table of contents Why financial planning for freelancers is crucial 1. Create a realistic budget 2. Its exhilaratingand, lets be honest, a little overwhelming.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

Clever Girl Finance

JULY 16, 2023

Budgeting as a couple is critical in managing your household finances. Your budget not only allows you to plan and track where the money will be spent, but it enables you to direct the course of your finances together. It also helps you stay on the same page on your financial goals. What is the best budget for a married couple?

Budgeting 98

Budgeting Communication Certified Financial Planner Accounting 98

The Chicago Financial Planner

FEBRUARY 6, 2022

Look at your budget, determine how much you can afford to defer each pay period and get started. Check out my freelance financial writing services including my ghostwriting services for financial advisors. Please contact me with any thoughts or suggestions about anything you’ve read here at The Chicago Financial Planner.

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Retirement Planning Retirement Financial Planner Planning 189

International College of Financial Planning

APRIL 20, 2022

If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. It includes budgeting, saving, and investing.

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Financial Planner Certification Education Certified Financial Planner 52

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.

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Financial Planner Financial Advising Financial Planning Budgeting 144

Walkner Condon Financial Advisors

MAY 26, 2023

During this time, Alicia took an elective personal finance class and mastered Excel to meticulously budget her student loans and wages so she wouldn’t run out of money before the end of the semester, eventually earning a degree in Marketing from the University of Wisconsin-La Crosse.

Financial Planner 52

Financial Planner Medical Budgeting Financial Services 52

Your Richest Life

JULY 17, 2024

This is why everyone needs a budget, because no matter how much money you have coming in, you should still have a plan for it. Financial advice from the internet, podcasts, books or even your family members has to be taken with a grain of salt, because those sources don’t know your full financial picture.

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Financial Planner Estate Planning Financial Planning Financial Advice 59

MainStreet Financial Planning

MAY 18, 2025

As financial planners, we encourage our clients and readers to plan ahead. That exceeds the budget ability of most baby boomers. Now is the time to understand and budget for them. The post Healthcare Costs Can Shock Retirees appeared first on MainStreet Financial Planning.

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Healthcare Financial Planner Budgeting Government 52

Financial Symmetry

JUNE 30, 2025

If you’re thinking about buying something that isn’t already part of your budget or planned list of purchases, take a step back and give yourself a full 24 hours to think it over. The more you say “no” to what doesn’t serve your financial plan, the easier it becomes to secure your future wealth and focus on what matters most.

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Financial Planning Financial Planner Planning Budgeting 62

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. A few favorites include: Stop the Show Investing, Not Gambling Capital One Data Breach Are You a Spite Spender?

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Certified Financial Planner CFP Education Financial Planner 57

Your Richest Life

MARCH 15, 2023

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. When you’ve built a “treat yourself” fund into your budget, you know exactly how much you can spend without blowing your financial plans. This achieves a couple different things.

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Budgeting Financial Planner Planning Fee Only 111

Your Richest Life

MAY 20, 2025

You Need a Budget and Monarch Money are a couple that I recommend. Come Up with a Flexible Action Plan for Your Money Stress Another benefit of having financial clarity is that it allows you to make a plan. By knowing where you might be overspending or not saving enough, you can come up with a budget or spending plan to change that.

Management 52

Management Certified Financial Planner Financial Planning Planning 52

Your Richest Life

MAY 16, 2023

If you’ve never been a consistent budgeter, you might fall into the same old habits – just with more money. But others will turn to a financial planner to help get their finances on track. Whichever route you choose, make sure you’re getting advice from reliable sources, and choose a financial planner who’s right for you.

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Financial Planner Retirement Planning CFP 102

International College of Financial Planning

MARCH 24, 2024

Understanding the nuanced differences between an investment advisor and a financial planner is vital for individuals in India aspiring to carve a niche in the financial sector. They are the architects of financial well-being, crafting comprehensive plans that address various facets of personal finance.

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Financial Planner Investment Advisor Certified Financial Planner Investing 40

International College of Financial Planning

MARCH 8, 2023

The Union Budget is one of the year’s most anticipated events for both companies and individuals. The financial budget for this year (2023) is important as it sets the tone for the economy in the following year. Health and Education : The budget has allocated INR 3.06 Infrastructure : The budget has earmarked INR 5.54

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Clever Girl Finance

DECEMBER 23, 2024

That’s where financial planning for freelancers comes in. As a freelancer, youre your own boss, accountant, and financial planner all rolled into one. Table of contents Why financial planning for freelancers is crucial 1. Create a realistic budget 2. Its exhilaratingand, lets be honest, a little overwhelming.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

Your Richest Life

MAY 31, 2023

You can also set a budget each week or month for fun extras, like ice cream outings or passes to the local waterpark. Financial Goals: Track Your Spending If you haven’t been great about tracking your spending this year, summer can be a prime time to establish a new habit. Plan ahead for your summer activities.

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Budgeting Retirement Financial Planner Insurance 105

Ballast Advisors

MAY 8, 2023

Jean and her husband worked hard to realize their financial goals, being a snowbird in Florida, golfing, traveling, and loving on eight great-grandchildren. Jean admits she still worries about money, but working with a financial planner has helped give her peace of mind. We followed the advice of our financial planner.

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Financial Planning Planning Financial Planner Retirement 98

MainStreet Financial Planning

JULY 31, 2024

As a financial planner, I often question if I am doing enough to equip my daughter with the financial life-skills she needs to become a strong, independent, and savvy woman. Financial education has always been a cornerstone of my career. Where has the time gone?

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Education Budgeting Financial Planner Accounting 98

International College of Financial Planning

FEBRUARY 3, 2024

Following the announcement of the interim Budget, the Indian stock markets traded more or less flat as there were no shocks or surprises for the market– rather the focus was kept on inclusive growth and prosperity with fiscal prudence. The Budget presents encouraging fiscal indicators, with a notable decrease in the fiscal deficit to 5.8%

Budgeting 52

Budgeting Financial Market Investing Investments 52

MainStreet Financial Planning

NOVEMBER 14, 2023

With the exit of the Mint online budgeting app at the end of 2023, we have been asked by clients what other options are available. I was attracted to this tool because it worked with spreadsheets, and once created, a Tiller sheet can be shared with other family members, or even one’s financial planner, to be viewed or edited.

Budgeting 98

Budgeting Accounting Financial Planner Financial Advisor 98

Your Richest Life

FEBRUARY 13, 2023

This is where a budget comes in handy. A budget might feel restrictive at first, but it can actually be very freeing for a spontaneous, especially if it includes some categories for guilt-free spending. If you desire a financially secure future, you might need to cut back on spending. Figure out what you want most.

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Budgeting Communication Planning Financial Planner 95

Validea

APRIL 4, 2025

DOGE Initiative: Examination of the Department of Government Efficiency (DOGE) as a propaganda tool and realistic estimates of potential budget savings. National Debt Concerns: Perspectives on whether the U.S. national debt poses an immediate crisis or a creeping inflationary risk, with insights from Cullen Roche and Andy Constan.

Marketing 52

Marketing Marketing Budgeting Manufacturing 52

Clever Girl Finance

DECEMBER 1, 2022

Let’s start by creating a list of things you’ll need to have or build on your journey to financial security. A monthly budget to help you keep your expenses below your income. A debt pay-off and spending plan (using your budget). How to make a financial plan for your marriage. Review your financial plan frequently.

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Financial Planning Planning Budgeting Insurance 105

WiserAdvisor

SEPTEMBER 1, 2022

So, if you want a hassle-free financial journey, you can seek your advisor’s counsel and meet them on a regular basis. You need help creating a budget. Budgeting is one of the most important aspects of financial planning. When your income is nominal, you may be able to manage the entire budgeting process independently.

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Financial Advisor Budgeting Financial Planning Retirement 98

The Big Picture

JUNE 19, 2024

In today’s ATM, we discuss how to spend intelligently, within your budget, on the things that hep create lasting memories. Full transcript below. ~~~ About this week’s guest : Carl Richards is a Certified Financial Planner and creator of The New York Times Sketch Guy column. They focus on the cost, not the budget.

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Budgeting Certified Financial Planner Financial Planner Retirement 143

The Irrelevant Investor

JULY 30, 2019

Jason Zweig and Andrea Fuller pulled no punches yesterday in their piece, Looking for a Financial Planner? For example, the Journal uncovered that more than 60 Certified Financial Planners filed for bankruptcy within the past decade. The Go-To Website Often Omits Red Flags.

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Financial Services Certified Financial Planner Financial Planner Certification 52

Clever Girl Finance

MARCH 19, 2024

Create a list of things to plan for How to make a financial plan Expert tip: Consider your needs for each life stage Determine the type of financial plan you need Tips on how to frequently review your financial plan What is a financial plan using an example? Is a financial plan the same as a budget?

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Midstream Marketing

OCTOBER 29, 2024

Strong advertising can boost your marketing efforts as a financial planner. When you display your skills and show your commitment to their financial health, it makes you a reliable partner. They help you work better and use your advertising budget wisely. Start by using a small budget.

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Yardley Wealth Management

OCTOBER 12, 2022

I would also recommend that Margaret enlist the help of a financial planner, who can help her set a budget and undertake the next step: detection. She will also need to make a separate list of any assets or liabilities (such as a mortgage) she is sure the family has.

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Financial Planner Medical Wealth Management Accounting 52

Your Richest Life

DECEMBER 1, 2022

There are many paths to financial success, and you have to find your own. If you do want guidance on getting there, try enlisting a Certified Financial Planner Professional who will help you create a plan catered to your needs and goals. . Set yourself up for success.

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Clever Girl Finance

JANUARY 22, 2024

Consult with professionals for your windfall finance planning During the waiting period, consult with a certified financial planner , a financial advisor, and/or a CPA to determine what to do concerning taxes. Be sure to discuss this with your financial planner or financial advisor for specific guidance.

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Management Certified Financial Planner Financial Planner Taxes 98

eMoney Advisor

DECEMBER 21, 2022

Goal-based planning is a good option when you don’t have all the client’s financial details, but they’re asking for help reaching specific individual goals, such as setting a budget, saving for an emergency fund, or paying off a student loan. It’s also a good choice for clients who are new to financial planning.

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