Nerd's Eye View

OCTOBER 28, 2024

So I hope you'll find this year's 2025 top conferences list (and our updated Master Conference List) to be helpful as a guide in planning your own conference budget and schedule for next year, and be certain to take advantage of the special discount codes that several conferences have offered to all of you as Nerd's Eye View readers!

Financial Advisor 147

Financial Advisor Tax Planning Financial Planning Planning 147

Zoe Financial

JUNE 6, 2025

Review Your Budget — And Your Spending Leaks Even high earners lose track of money. Bluebird Wealth Management Disclosure: This presentation is not an offer or a solicitation to buy or sell securities. This presentation may not be construed as investment, tax or legal advice and does not give investment recommendations.

Budgeting 40

Budgeting Accounting Financial Advisor Taxes 40

Zoe Financial

DECEMBER 28, 2024

Outcome: Define Your Big Financial Goals Set a Clear Spending Plan Create a budget that prioritizes your values. Facts presented have been obtained from sources believed to be reliable. Financial Resolutions for 2025 To help you get started, here are ten actionable financial resolutions organized within the Atomic Habits framework.

Estate Planning 40

Estate Planning Financial Advisor Accounting Wealth Advisor 40

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. Blog posts that share personal stories or experiences. Videos that explain or show how to do something. Social media posts that spark conversations. Podcasts that discuss interesting topics.

Financial Advisor 52

Financial Advisor Media Clients Financial Services 52

WiserAdvisor

JUNE 4, 2025

Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurance coverage, retirement strategy, and even estate planning. A financial advisor who can deliver that kind of all-in-one support can add immense value to clients and save them time, stress, and potentially money.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59

Tobias Financial

JUNE 15, 2025

Our Wealth Advisor, Chad Williamson, CFP® , explains that while retiring as a single person can present certain hurdles, it can also streamline the planning process. You’re planning for one, which often simplifies decisions around budgeting, income needs, and lifestyle goals,” Chad shares.

Retirement 52

Retirement Financial Advisor Retirement Planning Taxes 52

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.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

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.

Economy 69

Economy Food Healthcare Economics 69

Trade Brains

JUNE 11, 2025

In 2025, budget-friendly Bank stocks under Rs. 100 present an excellent opportunity for investors to target companies with strong fundamentals and growth prospects. With India’s dynamic economy, these bank stocks offer a blend of stability and potential for solid returns, making them an attractive choice for smart investors.

Banking 52

Banking Budgeting Investing Investments 52

Trade Brains

JULY 9, 2025

Credit cards with an annual fee of ₹500 or less are an excellent way for newbies, students, or budget-conscious users to get started in the credit card space without losing value. In this article, we look at five of the best low-fee credit cards in India that begin to present users with real value on their everyday spend.

Food 59

Food Banking Budgeting Management 59

Truemind Capital

JULY 18, 2025

Equity markets in the US also hit record levels due to ease of geopolitical tensions, dovish fed and trade developments, but economic data released in early July for Q1 2025 (Jan-Mar) presents a mixed picture. In Q1’25 US Economy contracted at a rate of 0.5% annual rate, the first negative reading since Q1 2022.

Financial Market 52

Financial Market Marketing Marketing Portfolio 52

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. Without judicious budgeting, businesses risk liquidity problems, which then hinders their ability to meet operational expenses.

Taxes 52

Taxes Compliance Consulting Financial Planning 52

The Big Picture

FEBRUARY 24, 2025

Risk is always present, and reward is a function of taking intelligently calculated risks. Whether it comes from DOGE or the Budget process or a minor court case or a more serious challenge, we should be aware of the changing environment. But the possibility of a policy mistake either on a modest or grand scale is on the rise.

Economy 288

Economy Media Economics Sales 288

Workable Wealth

OCTOBER 14, 2020

With a financial plan you can rest easy knowing your money is working for you, and knowing you’re taking care of your present and future needs. Financial planning offers peace of mind, a state easily forgotten in the whirlwind this year has been. We love helping people take control of their money and find financial freedom.

Financial Planning 52

Financial Planning Planning Insurance Coverage Tax Planning 52

Yardley Wealth Management

JULY 22, 2025

Research shows that only 44% of workers negotiate, despite evidence that most employers expect workers to negotiate their compensation package and typically prepare their budgets for a bit of back-and-forth. Mistake #4: Selfish Presentation —Don’t come across as selfish or greedy.

Healthcare 52

Healthcare Wealth Management Taxes Planning 52

WiserAdvisor

JUNE 11, 2025

In fact, these downturns can present opportunities to buy into the market at lower prices. Still, while your 401(k) may benefit from long-term investing, your monthly budget could feel the impact of tariffs right now. According to research from the Yale University Budget Lab, the average U.S. Make sure to budget more carefully.

Budgeting 59

Budgeting Retirement Asset Allocation Accounting 59

Bell Investment Advisors

JUNE 27, 2025

Slide 1: From Policy to Portfolio: The Economic Impact of Tariffs Slide 2: Presented by: 00:00 Laurent Harrison: Good afternoon, everyone. Today we are presenting a webinar entitled “From Policy to Portfolio: The Economic Impact of Tariffs.” Probably the key point, maybe on this entire presentation, is the 90-day pause.

Economics 52

Economics Portfolio Taxes Numbers 52

The Big Picture

MAY 20, 2025

That was like, I should have paid more attention to that question because my budget, my business plan was 50% of our net worth before it was all said and done. So I was at a conference, I don’t know, I’m gonna say maybe 12 years ago or so, paper presented by Novi Marx on quality. So she was all in, she had two questions.

Management 130

Management Numbers Transportation Accounting 130

WiserAdvisor

JUNE 26, 2025

Now, even if you adjust those future costs to present value (using a conservative 3% investment return), you’d still need nearly $395,000 in savings set aside today just to meet those expenses. Over time, that gap compounds, and so does the risk to your budget. And remember, this doesn’t even touch long-term care. Bottom line?

Healthcare 59

Healthcare Retirement Planning Retirement Planning 59

Trade Brains

JUNE 16, 2025

Budget Control: Real-time transaction monitoring on UPI apps assists in spending control. Last Words As India shifts towards a cashless economy, RuPay credit cards with UPI connectivity present a wise combination of convenience, security, and financial rewards. Safe Payments: UPI payments are secured through device lock and UPI PIN.

Banking 59

Banking Accounting Budgeting Retail 59

Trade Brains

JULY 10, 2025

This article presents the top 5 cashback credit cards ranked by maximum return, and a couple of other smart bonus niche suggestions. Cashback is simple; whereas points and travel rewards are often complex systems, with cashback, each time you spend—often automatically—it offers real savings.

Food 59

Food Budgeting Accounting Banking 59

Truemind Capital

APRIL 18, 2025

While the Union Budget offered some relief with generous tax giveaways, and the RBI followed with a rate cut and liquidity support, these measures werent enough to offset broader concerns. This reinforces our belief in maintaining funds in fixed income so that we can respond when markets present opportunities.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Discipline Funds

NOVEMBER 25, 2024

Bessent is a notorious budget hawk so it makes sense that bond yields are falling on this news. Of course, Bessent doesn’t control the budget. We really don’t know how big the spending cuts will be and whether Trump and company can even impact the budget in a meaningful way. How realistic is that?

Budgeting 64

Budgeting Government Economy Taxes 64

The Big Picture

MAY 19, 2025

They speak at the Petroleum Club of Houston and the Economic Club in New York; they present at Stanford and Yale and everywhere in between. He reminded the House members that the Federal Reserves charter was to maintain high employment and low inflation. Hell hath no fury like a market surprised.

Marketing 311

Marketing Marketing Communication Economy 311

FMG

JUNE 13, 2025

Present actionable strategies, distribute helpful checklists, and provide worksheets they can take home. Add a few lawn games, and you’ve got an engaging community event that builds genuine connections without breaking the budget Golf Tournaments for High-Net-Worth Leads Golf isn’t just a sport – it’s a networking platform.

Education 52

Education Food Clients Retirement 52

Trade Brains

JUNE 19, 2025

This presents robust growth opportunities. Additionally, the sector receives around Rs 1 lakh crore in annual budget allocations from both central and state governments. In the water and wastewater management sector, the company ranks among the top 6-7 players in India by revenue.

Banking 71

Banking Government Certification Investing 71

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.

Budgeting 98

Budgeting Insurance Planning Food 98

Abnormal Returns

NOVEMBER 29, 2023

awealthofcommonsense.com) Balancing the present and future is always imperfect. wsj.com) What is the difference between traditional and reverse budgeting? (ofdollarsanddata.com) Finding balance in life is the exception, not the rule. alchemy.substack.com) There's only so many life goals you can achieve. Choose wisely.

Retirement 278

Retirement Retirement Planning Budgeting Portfolio 278

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. Read More.

Financial Planner 246

Financial Planner Retirement Planning Financial Planning Budgeting 246

The Big Picture

SEPTEMBER 21, 2022

I have a sneaking suspicion that inflation expectations are overly dependent on 6-foot tall numbers posted nationwide adjacent to roadways showing the price of a commodity that used to be a very significant portion of the family budget but today is a much smaller part of consumer spending.

Risk Tolerance 332

Risk Tolerance Budgeting Numbers Banking 332

Clever Girl Finance

AUGUST 10, 2023

Budgeting is one of the most important financial habits to develop. There are so many budgeting methods out there to choose from, but it’s not just creating a budget that will set you up for financial success. How do I plan for variable vs fixed expenses in my budget? What are average expenses for a household?

Budgeting 98

Budgeting Insurance Accounting Medical 98

Clever Girl Finance

SEPTEMBER 7, 2023

In personal finance, where income, expenses, dreams, and aspirations converge, the budget emerges as a crucial tool. And when you have a family, creating a family budget becomes even more important. Table of contents What is a family budget? How does a typical family budget look? What is the average family monthly budget?

Budgeting 98

Budgeting Transportation Medical Insurance 98

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. In your budget, you should plan to set aside money to cover future expenses, such as a vacation, a house downpayment, retirement , etc.

Budgeting 103

Budgeting Taxes Retirement Planning Food 103

WiserAdvisor

OCTOBER 4, 2022

These expenses may form a large part of your budget today but may not likely figure in the future. Travel: When you create a budget for retirement, make sure to add travel to the list of expenses. As a result, when the time comes to spend your money, the costs become hard to accommodate in your budget. Avoid splurging on them.

Budgeting 103

Budgeting Retirement Healthcare Food 103

Nerd's Eye View

DECEMBER 1, 2022

As while advisors certainly can leverage technology to create faster and more efficient back-office processes that help scale a growing practice, the key point is that new technology tools can also help advisors engage in better conversations through innovative presentation tools (e.g.,

Planning 246

Planning Financial Planning Financial Advice Clients 246

Clever Girl Finance

DECEMBER 15, 2022

Set a budget for self-care expenses. If it’s important to you, budget for it. This way you’re not buying on impulse or spending more than you allocated on your budget. Work and budgeting hacks for women. The post 20 Game Changing Life Hacks For Women On A Budget appeared first on Clever Girl Finance.

Budgeting 98

Budgeting Food Sales Planning 98

Clever Girl Finance

JANUARY 17, 2023

Many of us associate budgets with being an annoying part of managing our financial lives. At worst, some of us think of budgets as a major constraint on how we would like to live our life. But a deeper understanding of the purpose of budgets might make sticking to it a bit more palatable. What is the purpose of budgets?

Budgeting 64

Budgeting Retirement Food Planning 64