Weekend Reading For Financial Planners (January 25–26)
Nerd's Eye View
JANUARY 24, 2025
Read More.
This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
The Big Picture
MARCH 24, 2025
Let’s delve into a case in point of Coase’s theorem: If you wanted to peddle the narrative that government spending is out of control, you might present a chart like the one above, which is an exact replica of a chart that appeared recently in a piece of research from a major Wall St. investment firm. Both the Wall St.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Big Picture
SEPTEMBER 21, 2022
Consider : Questioning investors as to their risk tolerance does not typically result in an accurate description of their true tolerance for drawdowns and lower returns; instead, we get a number highly dependent upon the performance of equity markets over the prior three to six months.
Nerd's Eye View
DECEMBER 23, 2022
How the holiday season presents an opportunity to have important money-related conversations with family members. Why being present during gatherings with friends and family members can be the best gift of all during the holiday season. How ‘regifting’ can help save money and reduce waste.
Clever Girl Finance
JULY 3, 2023
Love it or hate it, if you want to be financially successful, you need to budget your money and understand budget categories. Getting your finances in order and building wealth takes planning, and your budget can help you do just that. Determine which budgeting methods will work for you 2. Table of contents 1.
Nerd's Eye View
OCTOBER 30, 2023
Most notable is the fact that industry associations are not the drivers of advisor conferences that they once were; while a decade ago, 75%+ of this "Best Conferences" list consisted of various events run by industry associations, now it numbers less than 25%. Read More.
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? What is a family budget?
Good Financial Cents
MARCH 17, 2023
This information is critical if you want to create a budget and manage your money correctly. I’ll also share some budgeting and side hustle tips so you can get the most out of the money you earn. Multiply 40 hours by 52 weeks to get the number of hours worked in a year: 40 x 52=2,080 hours 3. Sample Calculation 1.
Clever Girl Finance
FEBRUARY 11, 2025
In a low-buy year, you might allow yourself a $100 clothing budget for the year or one new item per season. For example: Instead of buying expensive holiday gifts, hand-make presents or gift experiences like babysitting, pet-sitting, or home-cooked meals. Seeing those numbers grow will keep you motivated.
Clever Girl Finance
JANUARY 10, 2025
Your money values influence the decisions you make about budgeting, saving, investing, and even giving. That realization encouraged me to create a fun fund in my budget , so I could treat myself to experiences without guilt. Creating this list helps you see the bigger picturemoney isnt just numbers in a bank account.
The Big Picture
MAY 20, 2025
In addition, they’ve put up some really impressive numbers over the past 30 years, which has given them the opportunity to donate tens of millions of dollars to their favorite organizations. We don’t give exact numbers. That’s unusual in the world of finance. 00:01:17 [Speaker Changed] Thanks Mary. Question one.
Clever Girl Finance
JANUARY 29, 2023
Staying away from debt is also encouraged so you can keep your net worth number positive. Many things can make your net worth higher, but keeping low liabilities (debt) and growing your assets will determine your net worth number. It features columns for assets and liabilities and presents the information in a clear way.
Clever Girl Finance
APRIL 22, 2025
These are businesses that meet everyday needs, provide essential services, or deliver comfort and value when people are tightening their budgets. Parents might not be able to spend hundreds of dollars on toys at Christmas during tough economic times, but they will still buy presents. Babies grow fast and constantly need new clothes.
Midstream Marketing
OCTOBER 29, 2024
It presents your brand to the right audience at the right time when they need it the most. They help you work better and use your advertising budget wisely. If you are doing advertising for the first time, it is smart to begin with a small budget. Start by using a small budget. This helps you manage your budget better.
Clever Girl Finance
MAY 2, 2023
However, they present an opportunity to celebrate your progress along the way. Consider giving yourself some breathing room in the budget for whatever life throws your way. Make room in your budget With the amount you need to save and a timeline in place, it’s time to determine the amount you need to set aside each month.
Clever Girl Finance
AUGUST 14, 2022
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. You have no idea when they present themselves, and you have no control over the amount of money they demand from you. How will you pay for it? Pay it off by credit card ?
eMoney Advisor
JANUARY 31, 2023
Developing topics, engaging speakers, and creating presentation content are all time-consuming and require careful advanced planning. We start the year with a session focused on budgeting and typically end the year with a webinar related to tax and charitable planning. Our session on Medicare took place just ahead of open enrollment.
Fortune Financial
SEPTEMBER 19, 2023
While these exciting new developments garner a lot of attention, there are a number of other secular growth stories that, for investors, are equally worthy of attention. Through good times and bad, consumers have consistently demonstrated their willingness to spend on pets even as they cut back on other areas in the budgets.
WiserAdvisor
SEPTEMBER 1, 2022
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. Also, you cannot enter the retirement phase without a well-planned budget.
Good Financial Cents
APRIL 19, 2023
Your gross income determines the number of figures you earn. To maximize your earnings at this level, focus on financial planning and budgeting, as well as on improving your skills and knowledge. Follow a Budget Creating a budget is an essential step in setting yourself up for success when it comes to achieving your financial goals.
Good Financial Cents
JULY 3, 2023
Multiply the number of hours in a workweek (40) by the number of weeks in a year (52) to calculate the total number of working hours in a year: 40 hours x 52 weeks = 2,080 hours. Multiply the $30 hourly rate by the total number of working hours (2,080) to determine the gross annual salary: $30 x 2,080 hours = $62,400.
Clever Girl Finance
NOVEMBER 27, 2023
However, you may find that these numbers vary quite a bit in your own situation. But this number is a good ballpark to consider. A budget calendar can be useful in helping you prepare for each cost at the right time. Paying rent while paying for a home to be built can be taxing for any budget.
Clever Girl Finance
OCTOBER 19, 2022
That way, you can be as generous as you’d like without blowing through your budget. And of course, we’d like to be mindful that the presents are something they can enjoy and use. And it’s a nice surprise for kids of all ages who can’t wait to open presents. Bath letters and numbers. Christmas Eve box ideas for toddlers.
Clever Girl Finance
DECEMBER 26, 2022
Coupons present an easy way to cut back on your expenses without sacrificing quality. Couponing can breathe more wiggle room into your budget that will free you up to spend money on other things. The number of tasks will vary based on the item and the amount of cashback. Why should you consider using the best coupon websites?
Good Financial Cents
APRIL 17, 2023
Weekly Paycheck Your earnings for a week will vary depending on the number of hours you work. Although $20 per hour is not a generous hourly rate, it is still feasible to maintain a comfortable lifestyle on this income through careful financial management and budgeting. To begin, search online for a sample monthly budget.
WiserAdvisor
JULY 22, 2022
How big your investment budget is also has a say in this decision. Do note that you will have to pay the fees in the present no matter how your returns turn out in the future. Lastly, if you cannot stretch your budget to hire multiple financial advisors, it may be better to hire only a single financial advisor. To conclude.
Trade Brains
JUNE 5, 2023
As for the defence sector, the Central government increased the defence budget by 13% year on year to 5.94 The table below presents the operating revenue and net profit growth and fundamental analysis of Mazagon Dock Shipbuilders from FY19 to FY22. It has maintained its debt-free status for a considerable number of years.
Clever Girl Finance
JULY 29, 2023
Create a budget 9. Depending on the kind of business you decide to register, you may also need to create an EIN (or an Employer ID Number) for tax purposes. To make things easier on your budget, remember that you can start small with just the bare minimum expenses and then scale up later as you get more clients.
WiserAdvisor
AUGUST 26, 2022
Are you good with numbers, accounting, and financial planning? 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. Your present and future financial goals. Are you confident in your ability to stay organised?
James Hendries
DECEMBER 18, 2022
If advertisements and commercials are beginning to feature scenes of happy families, clad in brightly colored sweaters, gathered by a fire, surrounded by an assortment of presents, then the countdown to the holidays has begun. The key strategy is to plan ahead. Shopping Strategy.
Clever Girl Finance
OCTOBER 8, 2024
It wasn’t just about seeing a bigger paycheck—it helped me grasp how much my time was worth and how it affected my budget and savings goals. Knowing the numbers kept me from lifestyle inflation and allowed me to stay intentional with my money. You’ll get a more accurate number. What is $50k a year per day?
Midstream Marketing
NOVEMBER 8, 2024
Infographics that present information in a visual way. With PPC, you control your budget and can check how your ads are performing in real time. To understand how well lead generation is performing, we need to keep an eye on some important numbers. Blog posts that share personal stories or experiences.
Good Financial Cents
JANUARY 11, 2023
At this rate, there will be an additional 750,800 new jobs within this field each year, presenting countless opportunities for professionals already in the sector. Being a financial analyst at a bank requires more than just crunching numbers. Budget Analyst. Budget analysts fill an essential role in the banking world.
The Big Picture
AUGUST 16, 2022
And if you’re able to do that in a diverse number of markets and asset classes, while managing risk in the markets that aren’t trending, you know, that’s in general how trend following works. TROPIN: And you know, we certainly did that on a portion of what we look at as our risk budget. TROPIN: Correct. TROPIN: Yeah.
WiserAdvisor
JUNE 19, 2022
Regular medical tests, doctor consultations, quality care, a good diet, and more, start to affect your budget even before you deliver the baby. And, once your baby comes to life, your financial budget can suffer if you do not prepare well. Hence, it is important to create a budget to account for future expenses.
The Big Picture
JUNE 6, 2023
I have this one-hour presentation I do on money. And they do that for 35 years tweaking numbers I go you won, you won the game. You know, a rich life, most people expect a money book to start with a chapter on budgets. We’re going to get a budget. Everybody hates the word budget. I hate budgets myself.
Clever Girl Finance
DECEMBER 5, 2023
Make a list of your current circumstances To decide what you want your future life to look like, it’s important to first acknowledge the present. Instead, you should set specific financial goals such as starting a budget, saving $1,000, or paying off your credit card debt. Or try the best budget templates !
Walkner Condon Financial Advisors
FEBRUARY 15, 2024
A changing political landscape, the state of the economy, donor sentiment, and industry changes are four areas which present challenges and opportunities alike. However, AFP also points to the lack of grassroots engagement and the lack of agility and adaptation within the nonprofit sector as reasons behind the decreasing numbers.
Clever Girl Finance
MAY 2, 2023
However, they present an opportunity to celebrate your progress along the way. Consider giving yourself some breathing room in the budget for whatever life throws your way. Make room in your budget With the amount you need to save and a timeline in place, it’s time to determine the amount you need to set aside each month.
Clever Girl Finance
SEPTEMBER 4, 2022
From gifts to decorations to parties and more, the number of ways to spend money during the holidays can feel overwhelming, which is why you need a holiday fund. Along with a holiday budget , a holiday fund can help you rein in your spending. Why a holiday fund and holiday budget go hand in hand. We’ve almost all been there.
Harness Wealth
MARCH 27, 2025
Potential for increased business investment The financial advantages derived from PTET’s tax savings can present a considerable opportunity for increased business investment. While PTET offers clear potential benefits, it also has a number of disadvantages that small business owners need to consider carefully.
Clever Girl Finance
OCTOBER 4, 2022
Parents might not be able to spend hundreds of dollars on toys at Christmas during a tough year, but they will still buy presents. While it can be difficult for parents to pay for things like daycare costs when budgets get tight , it’s still a necessity for many families, especially when both parents work.
Clever Girl Finance
NOVEMBER 16, 2022
Needless to say, it is risky and is not as simple as it is sometimes presented, so it’s generally not recommended for the average investor. It's easy to see situations where this worked for a small number of people and assume it will work for you. Another thing to watch out for when it comes to day trading are MLM forex scams.
MazumaBusinessAccounting
MAY 31, 2023
When you are passionate about your business but the numbers are overwhelming and challenging for you, competent and professional bookkeeping services can easily take care of the dollars and cents on your behalf. Ask about potential additional costs and be sure to factor those into your budget.
Expert insights. Personalized for you.
We have resent the email to
Are you sure you want to cancel your subscriptions?
Let's personalize your content