Weekend Reading For Financial Planners (June 14–15)
Nerd's Eye View
JUNE 13, 2025
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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Protect What Matters: Rethinking Finance Ops In A Digital World
Your Accounting Expertise Will Only Get You So Far: What Really Matters
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42% More Likely to Succeed? Write Down Your 10 Financial Goals for 2025!
Dear Mr. Market
DECEMBER 31, 2024
Heres your top 10 financial planning checklist for the new year. Create or Refresh Your Budget Think of your budget as the foundation of your financial house. Whether youre fine-tuning your budget or planning your retirement roadmap, dont go it alone. Happy Planning and best to you in 2025! Submit a form.
Budgeting 
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Weekend Reading For Financial Planners (December 14–15)
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 (..)
Weekend Reading For Financial Planners (February 24-25)
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.
Tips to Save for Retirement
Talon Wealth
OCTOBER 26, 2023
Create a Budget Creating a budget allows you to track your expenses and ensure you’re saving enough for retirement. When assembling your budget for retirement income planning , consider all your sources of income, such as your job, rental properties, investments, etc.
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Avoid Making These Mistakes to Safeguard Your Wealth
WiserAdvisor
JUNE 13, 2025
To protect your wealth, it helps to create a clear investment plan. Determine your goals, timeline, and risk tolerance before you invest. Then stick to that plan, even when the market gets rough. However, financial planning isn’t as simple as managing a budget or picking a few investments.
How To Start Living Below Your Means
Clever Girl Finance
SEPTEMBER 26, 2023
You pay high amounts of interest on credit cards, you buy a car that straps your budget and impacts your credit score, or maybe even buy a house that is a bit out of your salary range despite what it may say on paper. Vacations are expensive and require effective budgeting to prevent going into debt.
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12 Steps To Creating A Solid Financial Plan For Yourself
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?
Top Insights Driving Financial Planning Strategies in 2025
WiserAdvisor
JUNE 4, 2025
Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurance coverage, retirement strategy, and even estate planning. While each of these goals is important individually, what matters more is how they all fit together.
How to Cut Down on Money Stress This Year
Your Richest Life
JANUARY 16, 2024
You Need a Budget and Monarch Money are a couple that I recommend. Come up with a budget Many people avoid budgets because they feel restrictive, but honestly, keeping a consistent budget offers a lot of freedom. When you keep up with your budget, you can build in opportunities for spending without guilt.
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7 Best Personal Finance Courses in 2024 For Beginners
Trade Brains
DECEMBER 7, 2023
From budgeting basics to investments, these courses offer a comprehensive foundation for managing your money in a better way. The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio.
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How Much Should I Be Saving in My 20s?
Carson Wealth
DECEMBER 1, 2022
If you learn to budget in your 20s, that habit will carry with you through your lifetime. Consider online budgeting tools , spreadsheets or even pen and a notebook. . Track income, expenses and build in budgeted items for future financial goals. Take Advantage of Retirement Plans and Matching Contributions.
DIY Money Management vs. Hiring a Professional For Your Financial Needs
WiserAdvisor
AUGUST 26, 2022
Are you good with numbers, accounting, and financial planning? If yes, then DIY financial planning might be a good option for you. On the other hand, if you tend to struggle with budgeting or find financial planning overwhelming, then professional money management could be a better solution.
Management 101
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The 8 Highest-Paying Jobs in Major Banks for 2023
Good Financial Cents
JANUARY 11, 2023
Through careful research and analysis of market data and other financial documents, financial managers identify opportunities for cost savings and recommend budgeting changes to help their businesses prosper. Investment Banker. Budget Analyst. Budget analysts fill an essential role in the banking world. Portfolio Manager.
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Financial Freedom Vs Financial Independence: The Difference
Clever Girl Finance
MAY 13, 2023
With an investment portfolio, you can hopefully generate enough passive income for your retirement nest egg. If you want to invest, create an investment plan that matches your financial goals with your risk tolerance. Some of the things you can invest in include stocks, bonds, and mutual funds.
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How To Manage A Financial Windfall In 10 Steps
Clever Girl Finance
JANUARY 22, 2024
Get help from your certified financial planner with creating an investment strategy and setting up your investment accounts, such as index funds. Whether you want to invest for retirement, income, or growth, they can assist you in creating an investing plan that fits your goals and needs.
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Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently
eMoney Advisor
FEBRUARY 9, 2023
Their key financial challenges include paying off student loans, creating a budget, developing healthy spending habits, and saving for future goals like buying a home. People in this stage may have just graduated from college and recently joined the working world.
How to Reset Your Finances in a Pandemic
Workable Wealth
JANUARY 6, 2021
This advice pertains to your budget, spending, saving, investing, goal-setting, and more. For example, buying a new home sets off a chain reaction of other expenses like automating mortgage payments, saving for property taxes, figuring out utilities, and budgeting for new paint and furniture for the nursery.
Integrated Diploma in Wealth Management: A Comprehensive Program for Aspiring Wealth Managers
International College of Financial Planning
MARCH 31, 2023
The program comprises of six modules that cover a range of topics related to wealth management: Module 1: Introduction to Wealth Management Introduction to Wealth Management Wealth Management Process Wealth Management Strategies Module 2: Financial Planning & Analysis Introduction to Financial Planning Analysis of Financial Statements (..)
How Financial Professionals can Help Clients Save for College: 529 Plans
Nationwide Financial
OCTOBER 18, 2022
Talking to your clients about their children or grandchildren’s college plans as well as their own financial goals can help when deciding what type of 529 plan in which to invest. Plans also vary by state, so location will come into play when choosing between plans. 529 Investment Fees and Expenses.
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Do You Still Need A Financial Advisor After You Retire?
WiserAdvisor
AUGUST 31, 2023
They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks. But their support does not end there.
Delay These 7 Actions Until Your Retirement Is Finalized
WiserAdvisor
SEPTEMBER 8, 2023
It is important to have a clear understanding of your budget post-retirement, factoring in housing costs, property taxes, and maintenance expenses. Rushing into a housing change without a comprehensive budget can strain your finances. Your retirement budget is a critical component of your preparing-for-retirement checklist.
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30 Save Money Slogans To Motivate You
Clever Girl Finance
FEBRUARY 16, 2023
Suze Orman Financial guru Suze Orman points out that getting out of debt is beneficial because it lowers your overall budget needs. Staying calm is essential to investors because you don’t want to panic-sell when stock prices drop, as Schwab explains unless you’re very close to retirement, you should generally stick to your investing plan.
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An Insight into Investment Advisor Courses and Training Programs
International College of Financial Planning
NOVEMBER 10, 2021
Corporate Finance Course – Though this might not be an active area of interest for you as an aspiring financial or investment advisor, it is worth exploring this short-term course considering the demand for such professionals in the industry. As the saying goes CFPs don’t have to hunt for jobs as jobs hunt for them.
What are the Different Types of Financial Advisors?
WiserAdvisor
JUNE 2, 2023
Wealth managers Wealth managers primarily work with wealthy investors and hold expertise in several fields, such as investment planning, estate planning, tax planning, insurance planning, charitable donations, etc. They help prepare a retirement plan based on a client’s financial needs and goals.
The Money Tasks You’re Avoiding And How To Make Progress (Part 2)
Workable Wealth
NOVEMBER 25, 2020
It may be especially difficult during COVID-19 where many businesses have made budget, staff, and other office cuts. A raise can help you accelerate your financial plan, giving you additional resources to pay down debt, save for retirement, and fund long-term (or short-term) savings goals. Ask for the Raise You Deserve.
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Best Robinhood Alternatives: 10 Online Brokers Like Robinhood
Good Financial Cents
OCTOBER 17, 2022
Public is ideal for new investors with a small budget looking for something with a built-in community. M1 Finance offers a hybrid model with traditional investment services and a robo-advisor feature. With Automated Investing, SoFi Invest helps guide you through creating and implementing an automated investing plan based on your goals.
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Retirement Planning Tips: How Much an Average Person 65 and Older Spends Every Month
WiserAdvisor
JANUARY 16, 2024
Calculating potential housing costs accurately is fundamental for developing a realistic retirement budget. As you plan for retirement, assess your transportation needs realistically. To manage this portion of your budget effectively, plan your meals, explore cost-effective grocery options, and consider cooking at home.
Workable Wealth Investing Series: What’s in an Investment Portfolio?
Workable Wealth
SEPTEMBER 30, 2020
In recent years, however, passive investment strategies have been more cost-effective and produced higher returns than actively managed funds which are more costly to operate. Most types of investing will cost you something and you should know the different types of fees you may be responsible for. Fees to Learn.
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What’s Your “Enough” Number? And How Can It Help You Live Your Best Life
Gen Y Planning
NOVEMBER 1, 2022
Or you may need to explore the cost of bilingual schools in your area and figure out how to work these costs into your budget. You may find it helpful to seek counsel from a financial advisor who can help you define your “enough” and devise a clear saving and investment plan to help you achieve it. More Isn’t Always Better.
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Do I Need A Financial Advisor? Here’s How To Decide
Clever Girl Finance
JULY 16, 2023
You can learn about the stock market, bonds, budgeting, retirement planning, and saving. There are instances where you may not need a financial advisor: You’ve automated your finances Have you decided to automate your finances so you’re hitting your savings and investment goals? The list is endless.
Do I Need A Financial Advisor? Here’s How To Decide
Clever Girl Finance
JULY 16, 2023
You can learn about the stock market, bonds, budgeting, retirement planning, and saving. There are instances where you may not need a financial advisor: You’ve automated your finances Have you decided to automate your finances so you’re hitting your savings and investment goals? The list is endless.
Top Mutual Funds For SIP In 2023
Trade Brains
FEBRUARY 14, 2023
Yeah, that lot that talks about terms like compounding, risk profile, returns, retirement planning, budgeting, Investing, and whatnot! They’ll tell you how they’ve made a massive amount of wealth and the next investment opportunity that they’ve set their eyes on. What is SIP?
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How to invest 1 million dollars in the current market
WiserAdvisor
MARCH 2, 2023
You must also look for properties that fit your investment strategy and budget and consider working with a real estate agent or broker. Moreover, remember to keep track of your expenses and income and make adjustments as needed to ensure your investment is profitable. is also vital to help manage risk and maximize returns.
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Is A 529 Plan Worth It?
Clever Girl Finance
JULY 24, 2023
The potential for tax savings makes a 529 plan an attractive method for budgeting expenses for college students. Who are 529 plans for? Anyone can open a 529 plan. Advisor plans still work with state 529 programs, but you’ll generally leave the day-to-day management of the account to your financial advisor.
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How Many Stocks Make An Ideal Portfolio?
WiserAdvisor
DECEMBER 21, 2022
When it comes to your stock investments, there is no fixed amount that you can own. It may be advised to add stocks based on your risk appetite, goals, investment budget, and interests. How many stocks should I have in my portfolio? Some experts recommend keeping a minimum of 20 and a maximum of 60 stocks in your portfolio.
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The Best Ways To Start Financially Preparing for 2023
WiserAdvisor
DECEMBER 11, 2022
High-interest debt can also come in the way of your savings and force you to cut your investments or retirement contributions. Therefore, create a budget for the New Year with a major focus on debt. For example, having children is a significant life event that also requires you to change your investment plan.
The Other 95%
Brown Advisory
APRIL 16, 2018
In this article, we discuss how we help nonprofits develop and implement their mission-driven investment strategies, and we cover some of the specific structures that organizations can use to achieve financial and impact objectives at the same time. Discovery: This is the first and most important step in any investment strategy exercise.
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The Other 95%
Brown Advisory
APRIL 16, 2018
In this article, we discuss how we help nonprofits develop and implement their mission-driven investment strategies, and we cover some of the specific structures that organizations can use to achieve financial and impact objectives at the same time. Developing Sustainable Investment Plans Standard Process, Added Layers of Thought.
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This broker vs. financial advisor debate got ABSOLUTELY crazy!
Sara Grillo
DECEMBER 12, 2022
pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time.
Rich vs. Wealthy: What’s the Difference?
Good Financial Cents
APRIL 10, 2023
If you spend your time with your “rich” friends who are constantly looking for new ways to spend their money, it’s easy to do the same. I’m talking about short-term goals and long-term goals, and usually both at the same time.
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How To Invest $100K? 4 Investment Ideas
Clever Girl Finance
SEPTEMBER 7, 2023
The lack of direct involvement in REITs might make it feel more like stock investing than real estate investing. How to invest $100k in a brokerage account If you’re wondering what you should do with 100k, a brokerage account will likely be part of your investment plan. What are my long-term financial goals?
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)
Sara Grillo
SEPTEMBER 26, 2022
I would say a good portion of the budget should be… Should be put towards this investigatory process. Wright: Yeah, I wouldn’t necessarily agree with Tom now without obviously further looks into the budget and things like that. I wouldn’t disagree with that. JR: Tom Sporkin.
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