Remove Budgeting Remove Math Remove Planning Remove Taxes
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7 Best Personal Finance Courses in 2024 For Beginners

Trade Brains

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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James and Pamela’s Big Dream

Yardley Wealth Management

James and Pamela’s Big Dream Excerpt from The Smart Person’s Guide to Financial Planning & Investments: A Simple and Straightforward Approach to Understanding Your Personal Finances By Michael J. Their retirement plan is strong, their kids are independent, and they are debt-free. So—problem solved, right? So—problem solved, right?

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Thinking About Retiring Early? 8 Things to Consider First

Carson Wealth

After you’ve done this math, you might be wondering if you have “enough,” and certainly that’s hard to assess when there are so many unknowns. Understand Your Tax Situation It’s easy to forget about managing taxes in retirement, but the old adage applies: It’s not what you make, it’s what you keep.

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What Is The 70-20-10 Budget?

Clever Girl Finance

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.

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Sinking Funds: Why You Need Them. How To Set Up Yours!

Clever Girl Finance

Do you cut down on the rest of your budget? Without a doubt, in the coming months, an expense will likely come up that is outside of your usual budget. A sinking fund helps you to plan for large purchases. With sinking funds, on the other hand, you can anticipate the upcoming expense and plan towards it. Not so fast.

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The 50-30-20 Budget: How It Works + A 50-30-20 Budget Template

Clever Girl Finance

Like many, you might shudder at the word budget. But the 50-30-20 budget and the 50-30-20 budget template prove it doesn't have to be difficult. A budget plans out exactly how you'll use your money and this can be tailored to suit your specific lifestyle and situation. What is a 50-30-20 budget?

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The 50-30-20 Rule: How It Works + A 50 30 20 Budget Template

Clever Girl Finance

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!