Yardley Wealth Management

DECEMBER 10, 2024

Single women should develop a diversified investment portfolio that aligns with their risk tolerance, time horizon, and financial goals. Consider investing in a mix of stocks, bonds, and other asset classes to spread risk and maximize potential returns.

Retirement Planning 52

Retirement Planning Financial Advice Retirement Planning 52

WiserAdvisor

JANUARY 10, 2023

New Year’s financial resolutions vary based on one’s financial situation and future goals, and can be anything from getting your finances in order, saving more for retirement, improving your credit score, to building an emergency fund, paying off your debts, creating an estate plan, and more. Draft a foolproof estate plan.

Estate Planning 40

Estate Planning Retirement Budgeting Insurance 40

Harness Wealth

JUNE 9, 2023

For example, if your monthly take-home pay is $10,000, and you spend $3,000 on rent and utilities, $500 on transportation, and $1,000 on living expenses, your positive monthly cash flow is equal to $5,500. For many, the plan offered by their employer may be sufficient. For many, the plan offered by their employer may be sufficient.

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

WiserAdvisor

JANUARY 16, 2024

The BLS data also revealed that transportation is the second-largest retirement expense, accounting for $7,160 annually or 13.7% As you plan for retirement, assess your transportation needs realistically. Consider whether owning a car is essential, especially if you live in an area with good public transportation.

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Retirement Planning Retirement Planning Risk Tolerance 40