Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

Financial Planning 69

Financial Planning Planning Budgeting Insurance 69

WiserAdvisor

NOVEMBER 21, 2022

What’s tricky about financial planning is that not every strategy is designed for every person. As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. What is a Certified Financial Planner?

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Trade Brains

DECEMBER 7, 2023

The Financial Education Certification Series XVIII course offered by NISM is a text-based self-study course that contains 12 modules. The topics covered in this course are key concepts in personal finance, financial planning & budgeting, savings, investment in securities, insurance, pension, retirement, and borrowing.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

WiserAdvisor

JULY 25, 2023

A financial advisor possesses a deep understanding of complex financial concepts and can help you navigate the intricacies of investing, retirement planning, debt management, estate planning, succession planning, tax optimization, and more. For instance, you may discuss estate planning.

Financial Advisor 52

Financial Advisor Communication Portfolio Financial Planning 52

WiserAdvisor

JUNE 2, 2023

These advisors vary in terms of their areas of expertise and the specific types of financial services they provide, and tailor their advice to their client’s financial situation, needs, and goals. Generally, a financial planner charges fees at an hourly fee, by the project, or as a percentage of assets under management.

Financial Advisor 52

Financial Advisor Financial Planner Wealth Management Portfolio Management 52

WiserAdvisor

DECEMBER 11, 2022

The contribution limit for SIMPLE (Savings Incentive Match Plan for Employees) retirement accounts is increased to $15,500, while the catch-up contribution limit for those aged 50 and over is increased to $3,500, up from $3,000. These limits are applicable to both Roth and traditional accounts and play a critical role in financial planning.

Financial Advisor 52

Financial Advisor Taxes Retirement Planning 52