Abnormal Returns

SEPTEMBER 18, 2023

riaintel.com) Selling a service, like financial planning, is different than selling a product. riaintel.com) How to think about the math of entering a continuing care retirement community or CCRC. financial-planning.com) A profile of Dan Otter, founder of education and advocacy site 403bwise. alphaarchitect.com)

Planning 264

Planning Financial Advice Wealth Management Math 264

Nerd's Eye View

FEBRUARY 21, 2023

What's unique about Danqin, though, is how she planned and executed a very intentional career path in the financial services industry that involved her leaving her homeland China, embracing a new language and culture in the United States while achieving her Master’s degree in Financial Planning, and proactively creating opportunities for herself (..)

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

Darrow Wealth Management

MAY 22, 2023

Again just using simple math, this presumes the par value will roll over each month and reinvest at the same rate to get to the annual yield. And finding ways to optimize necessary cash holdings is a prudent part of any financial plan. Compare that to the stated yield of 5.6% on a 1-month T-bill, which is roughly.467%

Investing 105

Investing Investments Accounting Wealth Management 105

Investing Caffeine

FEBRUARY 1, 2022

Math Matters. I did okay in school and was educated on many different topics, including the basic principle that math matters. Slome, CFA, CFP®. Source: Calafia Beach Pundit. This notion rings especially true when it comes to finance and investing. www.Sidoxia.com.

Math 52

Math Assets Education Investments 52

Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

International College of Financial Planning

DECEMBER 4, 2024

If we introduce children to money management at an early age, we can help mitigate future financial anxieties and foster their overall well-being. Fostering Financial Responsibility Early On Just as we teach children subjects like math and science, financial literacy deserves a place in the school curriculum.

Education 40

Education Budgeting Math Economics 40

Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.

Financial Planning 98

Financial Planning Planning CFP Certified Financial Planner 98