Debt Management in Estate Planning
Wealth Management
NOVEMBER 10, 2023
What if a client burdened with substantial debts or liabilities from their business unexpectedly passes away?
Debt Management Related Topics 
China’s Bad Debt Managers See Profits Tank on Property Losses
Wealth Management
AUGUST 29, 2022
China’s distressed-debt managers have been in turmoil as aggressive lending to embattled developers and unchecked expansion into other areas during the sector’s boom years has beset the $730 billion funds with heavy credit losses.
Debt Management 
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Why Liability Management Matters
Wealth Management
MARCH 4, 2024
How technology is helping advisors navigate the debt management landscape.
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The Importance of Debt Management
Advisor Perspectives
SEPTEMBER 13, 2023
Incorporating debt planning into your services helps your clients achieve a more comprehensive and sustainable financial future.
When Does A Financial Coach Need To Register As An Investment Adviser? The “ABCS” Test To Determine Status
Nerd's Eye View
DECEMBER 6, 2023
Notably, while many financial coaches satisfy the majority of these requirements – they are in the business of offering advice to clients and are compensated as such – they often steer clear of making specific securities recommendations, focusing instead on areas like budgeting, debt management, savings, and retirement planning.
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Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy
Nerd's Eye View
AUGUST 15, 2022
Most advisors are already familiar with many of the issues these individuals face, from setting goals to debt management, although the specifics might be slightly different given the typically lower incomes and wealth of pro bono clients. law) with established pro bono programs.
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Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy
Nerd's Eye View
AUGUST 15, 2022
Most advisors are already familiar with many of the issues these individuals face, from setting goals to debt management, although the specifics might be slightly different given the typically lower incomes and wealth of pro bono clients. law) with established pro bono programs.
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Ten Top Peter Lynch Stocks
Validea
MAY 21, 2025
Financial health is essential, with a focus on companies showing good debt management through their debt-to-equity ratios, helping identify businesses better equipped to handle economic downturns.
Ten Top High Shareholder Yield Stocks
Validea
MAY 5, 2025
Organizations that maintain strong shareholder yield through a balanced approach to dividends, repurchases, and debt management typically demonstrate leadership teams making effective capital allocation decisions.
A Rare Stock That Meets the Tests of Buffett, Greenblatt and Lynch
Validea
DECEMBER 3, 2024
Debt Management: With earnings of $1.47 million in debt, NVR could pay off its entire debt in less than two years. NVR excels across multiple Buffett criteria: Earnings Predictability: NVR shows consistently expanding earnings, with EPS growing from $63.50 over the past decade, demonstrating a robust 22.8%
How to help clients manage their debt
Nationwide Financial
MARCH 13, 2023
By taking a holistic approach to financial planning, you can help your clients manage their debt effectively and work toward building financial security. Here are three things financial professionals can do to help their clients deal with debt management: 1.
Ten Top Peter Lynch Stocks
Validea
APRIL 28, 2025
Balance sheet strength remains a critical consideration, with the strategy prioritizing companies demonstrating responsible debt management as evidenced by their debt-to-equity measures. This emphasis on sustainable financial leverage helps identify organizations better positioned to weather economic challenges.
Ten Top Warren Buffett Stocks
Validea
MARCH 1, 2025
Management effectiveness is evaluated by their ability to produce at least a 12% return on retained earnings, demonstrating wise use of shareholders’ capital. The model emphasizes prudent debt management, restricting long-term debt to no more than five times annual earnings to ensure financial flexibility.
Ten High Shareholder Yield Stocks Wall Street Legends Might Like
Validea
FEBRUARY 6, 2025
When a company maintains strong shareholder yield through a balanced mix of dividends, buybacks, and debt management, it often indicates skilled leadership making effective decisions about how to deploy capital.
Ten Top Benjamin Graham Stocks
Validea
MARCH 20, 2025
Validea’s Graham-Based Investment Model Validea has created a quantitative model based on Graham’s principles, incorporating specific criteria across four key areas: Operational Fundamentals Size Requirement : Annual revenue must exceed $340 million, ensuring sufficient business scale and stability Earnings Consistency : Companies must (..)
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How to Prepare for Lower Interest Rates
MainStreet Financial Planning
SEPTEMBER 12, 2024
In this article, we’ll explore three key areas: savings, debt management, and investment strategies, and provide actionable advice to help you stay ahead of the curve. Debt Management While lower interest rates are good news for borrowers, high-interest debt will still weigh heavily on your finances.
Ten Stocks Warren Buffett Might Buy (If He Could)
Validea
FEBRUARY 2, 2025
Management’s effectiveness is measured by their ability to generate at least a 12% return on retained earnings, proving they’re investing shareholders’ money wisely.
Five Stocks Both Warren Buffett and Peter Lynch Might Like
Validea
JANUARY 18, 2025
and the company carries minimal debt. Management has generated a 22.7% LPL Financial Holdings (LPLA) This investment advisory firm earns perfect scores by combining strong growth with reasonable valuations. historical earnings growth paired with an 8.6 P/E ratio creates a compelling PEG ratio of 0.40. ROE averages 15.2%
What Is Budget Counseling And How Does It Work?
Clever Girl Finance
JANUARY 22, 2024
However, in some cases, you may need to sign up for a Debt Management Program (DMP), which will usually have a cost. You can get basic budget counseling at their various agencies as well as debt management plans. They can help connect you to a member agency that will offer debt relief solutions.
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How Consumer Credit Counseling Works
Clever Girl Finance
JANUARY 26, 2024
A step-by-step guide on how to use consumer credit counseling Expert tip: A credit counselor can help with more than debt management Where to find a reputable credit service How credit counseling can help you How do you select a credit counseling service? Table of contents What is consumer credit counseling and who might need it?
Three Dividend Aristocrats That Warren Buffett Might Like
Validea
SEPTEMBER 5, 2024
Debt Management : GWW could pay off its debt with less than two years of earnings, demonstrating conservative financing. Efficient Capital Allocation : Management has delivered a 21.6% Debt Management : While not as strong as GWW, ITW can pay off its debt with less than five years of earnings.
Are You Holding Too Much Cash?
Darrow Wealth Management
MARCH 17, 2025
5 ways to use extra savings Invest excess cash using a brokerage account Increase contributions to a 401(k), 403(b), or IRA Consider using the funds to pay the tax on a Roth IRA conversion Refinance your mortgage Pay off student loans or bad debt Read more about ways to use extra savings.
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How much do I need to retire? Planning for Your Unique Retirement Needs
Carson Wealth
AUGUST 25, 2022
Your financial advisor can help you plan for challenges you may face in retirement, such as spending, efficient savings, taxes, inflation, debt management, Social Security and Medicare. “ Working with a qualified financial advisor to develop a holistic retirement plan can help prepare you for the road ahead.
Navigating Record-High Credit Card Debt With a Solid Financial Plan
Fortune Financial
SEPTEMBER 5, 2023
A lack of comprehensive understanding of credit cards, interest rates and debt management can set the stage for a cycle of uninformed choices, ultimately contributing to the substantial rise in credit card balances. Work with a Fortune Financial advisor to learn how to manage your current debt.
7 Tips For How To Negotiate Credit Card Debt
Clever Girl Finance
AUGUST 30, 2023
If you’re considering a debt settlement company, be wary of any company that guarantees they can make your debt go away and charges you before they settle your debt. Consult a credit counseling company Credit counselors advise you on your money and debt , helping you figure out a healthy debt management plan.
Financial Literacy: Why It Matters and How to Improve It
International College of Financial Planning
MAY 30, 2023
Debt management Debt management involves understanding the different types of debt,evaluating their costs, and creating a strategy to pay off debts efficiently.Financially literate individuals can make informed decisions about borrowing money, negotiate better interest rates, and avoid falling into debt traps.
How Will My Financial Plan Change Over the Course of My Life?
Carson Wealth
JANUARY 4, 2024
Now is when you should be more focused on managing debt and planning for – not just looking toward – the future. Debt management: In your 30s it’s important you manage debt obligations carefully.
To Better Understand Your Client’s Goals, Listen Carefully to How They Express Them
Don Connelly & Associates
NOVEMBER 4, 2024
A critical aspect of advising clients is to ascertain their financial goals correctly. If you or your clients don't genuinely understand the goal, your advice could be dangerously off base, and you could lose your client's confidence.
Navigating Record-High Credit Card Debt With a Solid Financial Plan
Fortune Financial
SEPTEMBER 5, 2023
A lack of comprehensive understanding of credit cards, interest rates and debt management can set the stage for a cycle of uninformed choices, ultimately contributing to the substantial rise in credit card balances. Work with a Fortune Financial advisor to learn how to manage your current debt.
6 Financial Planning Mistakes Physicians Make
WiserAdvisor
JULY 3, 2023
Not prioritizing debt management Debt management is another reason why financial planning for physicians is necessary. In most cases, healthcare professionals have a lot of unpaid debt. Medical schools can be costly. and to know which of these strategies can help you and your unique financial considerations.
7 Best Personal Finance Courses in 2024 For Beginners
Trade Brains
DECEMBER 7, 2023
At the end of the course, you will gain knowledge on personal finance, budgeting, debt management plans and retirement planning. Also, it helps you understand how to implement strategies to meet your financial goals. You can enroll in the course here.
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How Much To Save For Retirement By Age
WiserAdvisor
DECEMBER 18, 2023
Debt management Consider minimizing your existing debts, particularly high-interest loans. Risk tolerance Assessing your risk tolerance as a couple is the first step to determining your investment strategy. If you are risk-averse, you may prefer conservative investments with lower potential returns but greater stability.
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The Role of Emotional Factors in Your Decision to Hire An Advisor
WiserAdvisor
JULY 25, 2023
Hiring a financial advisor can provide several benefits that are essential for managing your financial well-being. They can create a comprehensive financial plan tailored to your specific needs and goals. In addition to their financial expertise, a financial advisor can also address your emotional needs.
Is Financial Planning Different for Dual-Income Families?
WiserAdvisor
NOVEMBER 4, 2022
They can also help with debt management, retirement planning, estate planning, and more. Financial advisors can help you invest in the right instruments according to your risk appetite, and help you make the most of emerging market opportunities. To conclude. Financial planning for dual-income families is not all that complicated.
Should You Pay Off Your Mortgage Before Retirement?
Darrow Wealth Management
OCTOBER 1, 2022
Is retiring with a mortgage a good idea? Most individuals will jump through hoops to live mortgage-free, regardless of whether it makes the most sense financially. Sure, all else equal, it’s always better to reduce your expenses.
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Government Debt and Stock Returns
ClearMoney
DECEMBER 5, 2021
General Government Debt” (indicator). United Kingdom Debt Management Office. Debt-to-gross domestic product (Debt/GDP): The ratio of a country’s debt to its gross domestic product. FACTBOX-History of Ivory Coast Restructuring, Default. ”. Trading Economics. Distribution of Gilt Holdings.”
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Discount brokers in trouble? SEBIs crackdown explained
Trade Brains
JULY 13, 2024
The stock market emerged as a vital medium for expansion and debt management, allowing widespread ownership of businesses. With the decline of kingdoms and the rise of governments came laws and regulations that fostered the formation of companies. Brokers facilitated these transactions, driving further innovation.
Accounting 52
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Ten Steps To Creating A Solid Financial Plan For Yourself
Clever Girl Finance
DECEMBER 1, 2022
Pay off debt. When you create a financial plan, be sure it includes a debt management system and how you'll pay off debt. Sadly, you can't really kick-start your financial future if you're carrying a ton of debt.
Is $22 Trillion a Tipping Point?
ClearMoney
DECEMBER 5, 2021
3General government debt from OECD (2021). 4Central government debt from International Monetary Fund (2021). 6Central government debt from International Monetary Fund (2021). General Government Debt” (indicator). United Kingdom Debt Management Office. 5Reuters (2011). Trading Economics.
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Everything you need to know about RIL 47th AGM; Future plans and Growth prospects explained
Trade Brains
SEPTEMBER 6, 2024
Debt Levels: The debt-to-equity ratio edged up to 0.60 ratio in FY20, reflecting better debt management and improved financial stability. ROE (%) 9.96% ROCE (%) 7.64% Promoter Holding (%) 50.33% FII Holdings (%) 21.75% Debt to Equity Ratio 0.57 in FY24 from 0.52 in FY23, indicating a slight increase in leverage.
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How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
It may encompass budgeting, debt management and developing strategies for saving and investing. Investment Management Investment management is a critical aspect of wealth management.
What lies ahead for Reliance Infrastructure after reducing debt by more than 80%?
Trade Brains
SEPTEMBER 21, 2024
Improved debt management may lead to better financial health. What are your thoughts on Reliance Infrastructure’s strategy to reduce debt? The rise in foreign and domestic institutional investor holdings reflects growing confidence in its future.
ECOS India Mobility & Hospitality IPO – GMP, Financials And More
Trade Brains
AUGUST 26, 2024
This approach helps maintain high asset utilisation and healthy debt management. Asset Light Business Model: The company operates in 109 Indian cities and has a fleet of over 12,000 vehicles. It uses an asset-light model, owning only 5.81% of its fleet.
The 23 Best Financial Literacy Books
Clever Girl Finance
OCTOBER 16, 2023
Earning involves simple money management, such as budgeting and debt management. The more you know about money, the more you’ll feel confident and stable in your financial situation. The three basics to practice for financial literacy are earning, saving, and growing.
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