Carson Wealth

JULY 3, 2024

Set up separate plans and goals for your business and your personal finances. Have a Comprehensive Budget (and Stick to It) A well-structured budget is a roadmap for your business’s financial health. It helps you plan for future expenses, allocate resources efficiently and stay on track with your financial goals.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142

Nerd's Eye View

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. However, as advisor technology continues to evolve, many tools have focused on helping advisors scale their financial advice to accommodate growing businesses.

Planning 246

Planning Financial Planning Financial Advice Clients 246

MainStreet Financial Planning

APRIL 28, 2025

For our family, my husbands upcoming retirement after 29 years in the military was not just about financial planning for the futureit was also about making his long-held dream a reality. But a trip like this doesnt just happenit takes thoughtful financial and logistical planning. Lets plan it together.

Financial Planning 54

Financial Planning Planning Retirement Budgeting 54

Nerd's Eye View

OCTOBER 28, 2024

Once the domain of membership associations that, especially amongst independent financial advisors, created a central space for networking and community, conferences were primarily built around professional development (i.e.,

Financial Advisor 147

Financial Advisor Tax Planning Financial Planning Planning 147

MainStreet Financial Planning

JANUARY 10, 2025

A quote from one of my favorite books, The Little Prince by Antoine de Saint-Exupery says, A goal without a plan is just a wish. As we enter 2025, its the perfect moment to take stock of your financial journey and map out your path for the year ahead. This is one of the most essential steps in building a successful financial strategy.

Budgeting 89

Budgeting Planning Retirement Financial Planning 89

Nerd's Eye View

OCTOBER 16, 2023

Consumers have a wide range of options when it comes to choosing a provider of financial advice, from larger wirehouses and asset managers to smaller Registered Investment Advisers (RIAs).

Financial Planning 246

Financial Planning Marketing Marketing Financial Advice 246

Nerd's Eye View

OCTOBER 24, 2023

Welcome to the 356th episode of the Financial Advisor Success Podcast ! Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households.

Financial Advisor 246

Financial Advisor Financial Planning Planning Clients 246

Clever Girl Finance

DECEMBER 1, 2022

No one cares about your financial well-being more than you, so it's important to have a financial plan for yourself. Knowing how to make a financial plan will allow you to save money, afford the things you really want, and achieve long-term goals like saving for college and retirement. What is a financial plan?

Financial Planning 105

Financial Planning Planning Budgeting Insurance 105

Dear Mr. Market

AUGUST 23, 2024

Dear Mr. Market: Budgeting apps play a vital role in helping us keep track of our spending, save for future goals, and maintain control over our financial health. With the retirement of Mint, many are left wondering which tool to turn to next to stay on top of their financial game. Please do you your own due diligence!).

Budgeting 111

Budgeting Education Financial Planning Management 111

Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

Financial Planning 99

Financial Planning Planning Budgeting Insurance 99

Nerd's Eye View

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, ”, a series of measures that will have significant impacts on the world of retirement planning.

Financial Planner 246

Financial Planner Retirement Planning Financial Planning Budgeting 246

MainStreet Financial Planning

JANUARY 23, 2025

Review Your Estate Planning Documents Take some time to review the key documents in your estate plan, such as your will, power of attorney, and property deeds. Revise Your Annual Budget Look over your budget from the previous year and make adjustments for 2024.

Estate Planning 79

Estate Planning Budgeting Taxes Insurance 79

eMoney Advisor

NOVEMBER 7, 2022

In my book— Flipping a Switch: Your Guide to Happiness and Financial Security in Later Life — I discuss over 15 financial engagement topics to support clients as they go from someone saving for retirement to a retiree who must now manage those savings. Creating Financial Organization and Simplification for Clients.

Financial Planning 107

Financial Planning Retirement Planning Clients 107

Nerd's Eye View

DECEMBER 13, 2024

Also in industry news this week: While the SEC has had the power to restrict mandatory arbitration clauses in RIA client agreements for more than a decade, an advisory committee meeting this week suggests support for such a measure isn't unanimous CFP Board saw a record number of exam-takers during 2024, reflecting recognition of the professional and (..)

Financial Planner 246

Financial Planner CFP Retirement Certification 246

MainStreet Financial Planning

MARCH 12, 2025

This ensures you wont need to sell investments when markets are down, protecting your long-term financial plan and providing peace of mind during turbulent times. Reassess Your Budget Take a close look at your spending. Are there areas where you can scale back or eliminate expenses?

Economics 78

Economics Asset Allocation Financial Planning Taxes 78

MainStreet Financial Planning

NOVEMBER 9, 2023

Many of our clients have used Mint and it has been a favorite of MainStreet Financial Planning for many years. With the recent news of Mint shutting down, we wanted to share a few helpful alternatives for budgeting tools to help you stay on track with accomplishing your goals! month or if you pay all at one time it is $99.99/year

Budgeting 98

Budgeting CFP Financial Advisor Financial Planning 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

BlueMind

FEBRUARY 15, 2023

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Related: How Financial Advisors Should Engage With Female Clientele? An RDSP is an important tool when planning for a special needs client.

Financial Planning 97

Financial Planning Clients Planning Financial Advisor 97

Nerd's Eye View

OCTOBER 14, 2024

Many employee advisors gravitate toward service-oriented roles; this preference often stems from their initial motivation for entering the profession – wanting to help clients or perform the more analytical aspects of investing and financial planning. Rarely do they enter the field to be in a sales or marketing role.

Strategic Planning 246

Strategic Planning Sales Clients Planning 246

eMoney Advisor

FEBRUARY 9, 2023

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

Financial Planning 95

Financial Planning Clients Planning Education 95

Nerd's Eye View

SEPTEMBER 25, 2024

tax policy are predicting that Congress will inevitably be forced to again increase tax rates in order to raise revenue and balance the national budget – and that the current regime of relatively low tax rates will prove to be a temporary phenomenon. However, with the national debt expanding rapidly, observers of U.S.

Taxes 246

Taxes Retirement Tax Planning Accounting 246

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.

Financial Planner 246

Financial Planner Commission Communication Financial Advisor 246

eMoney Advisor

DECEMBER 21, 2022

Goal-based financial planning entails setting and achieving individual financial goals based on a client’s aspirations, assets, and savings. Whereas cash flow-based financial planning involves a precise approach to meeting goals based on the money flowing into and out of a household every month.

Financial Planning 76

Financial Planning Planning Budgeting Clients 76

Carson Wealth

MAY 29, 2025

It probably depends on whether you have a strong plan in place for income during your retirement years. Having a retirement planning checklist can help make this final commute the time of reflection and joy it should be. Have a Financial Game Plan The importance of a plan cannot be emphasized enough.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Carson Wealth

JANUARY 4, 2024

Your financial focus and planning in each decade should follow suit. Let’s look at three financial tactics to focus on in each decade of your life, starting with your 20s. Which decade should you really start to plan for retirement? Which decade should you really start to plan for retirement? Invest in yourself.

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

eMoney Advisor

JANUARY 31, 2023

But my thinking changed when I realized that as a planning-led firm, we should be providing more to our clients than market updates—we were missing a big opportunity. Developing topics, engaging speakers, and creating presentation content are all time-consuming and require careful advanced planning.

Education 103

Education Financial Planning Clients Planning 103

Clever Girl Finance

JULY 13, 2024

The 60/30/10 budget turns the traditional rules of budgeting upside down. Instead of focusing on discretionary spending, this budgeting rule emphasizes sprinting toward our financial goals. And although the 60/30/10 rule budget won’t work for everyone, many could use it to take their finances to the next level.

Budgeting 98

Budgeting Transportation Retirement Food 98

Clever Girl Finance

DECEMBER 23, 2024

Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. Create a realistic budget 2. Avoid debt traps 8.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

Nerd's Eye View

APRIL 1, 2025

What's unique about Nick, though, is how, after nearly 15 years of practicing as a financial advisor, he went back to graduate school to get a master's degree in marriage and family therapy… which opened entirely new doors when working with client couples to help them better understand and resolve their own couples conflicts around money that (..)

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130

eMoney Advisor

DECEMBER 13, 2022

Yet many still have complex needs requiring more sophisticated and personalized investment, estate, and tax planning services. million households in three key groups who want customized, actionable advice on budgeting, saving, investing, insurance, and planning to help provide peace of mind regarding their finances.

Budgeting 84

Budgeting Clients Financial Planning Retirement 84

Clever Girl Finance

DECEMBER 16, 2023

If you don’t feel like you truly have a strong handle on your finances, one possible cause for that is using a budgeting method that doesn’t work. While not everyone needs a to-the-penny balanced budget, some type of budgeting strategy or template is really important if you want to know where your money is going month after month.

Budgeting 98

Budgeting Accounting Retirement Taxes 98

Clever Girl Finance

JANUARY 16, 2023

Just because you’re on a budget doesn’t mean that you can’t pamper yourself. In fact, I’d argue that self-care is one line item that should remain in your budget as you work to improve your finances. There are some frugal tips that you can leverage to pamper yourself on a budget. Don’t forget to budget for it ahead of time.

Budgeting 105

Budgeting Food Planning Financial Planning 105

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

SEPTEMBER 7, 2023

In personal finance, where income, expenses, dreams, and aspirations converge, the budget emerges as a crucial tool. It’s not just a set of numbers, rather, it’s a strategic plan that empowers you to navigate the complexities of financial decisions. Table of contents What is a family budget?

Budgeting 98

Budgeting Transportation Medical Insurance 98

MainStreet Financial Planning

MARCH 7, 2025

If youre searching for a fiduciary financial planner, flat-fee financial planning, or the best alternative to AUM-based advisors, this article will help you decide which model is right for you. A flat-fee financial planner includes these services in a transparent pricing model.

Fee Only 52

Fee Only Financial Planner Financial Planning Estate Planning 52

Clever Girl Finance

JANUARY 10, 2025

They represent your “why” when it comes to financial decisions why you save, spend, invest, or give the way you do. Your money values influence the decisions you make about budgeting, saving, investing, and even giving. When you align your financial choices with these values, your life feels more intentional and fulfilling.

Ethics 98

Ethics Budgeting Retirement Accounting 98

Your Richest Life

NOVEMBER 12, 2024

But holiday spending is still a struggle for most people, with seven in 10 people reporting that they usually go over budget on their holiday expenses. Creating a budget for the holidays gives you the freedom to enjoy the holidays without the nagging guilt that you might be undermining your financial goals.

Budgeting 52

Budgeting Fee Only Planning CFP 52