Yardley Wealth Management
JULY 20, 2022
Their retirement plan is strong, their kids are independent, and they are debt-free. They’re approaching retirement age, but it’s hard for them to imagine what exactly retirement will look like. These are more than just budget questions, although of course budget is important too. So—problem solved, right?
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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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.
Carson Wealth
MARCH 2, 2023
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. Property taxes can take a further bite out of your budget. If that pattern continues throughout retirement, your budget can quickly get out of whack.
Yardley Wealth Management
OCTOBER 26, 2020
Social Security Retirement Planning . She posits that the Social Security Trust Funds are expected to see shortfalls starting in 2031, three years earlier than expected, according to a new forecast from the Congressional Budget Office (CBO). Please contact us if you’d like to discuss your financial plan.
Darrow Wealth Management
OCTOBER 1, 2022
However, if the goal is to pay off a mortgage before retirement to spend would-be mortgage payments on other things during retirement, the math may not work out. For one, any savings from retiring home debt is a one-time savings (the interest expense).
Clever Girl Finance
FEBRUARY 21, 2024
The term personal finance ratios might give you flashbacks to math class, learning various formulas, equations, and ratios. You can use ratios to keep track of many different aspects of your financial situation—from cash flow to savings to tips for retirement planning and more. There are several ways to do this.
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