eMoney Advisor

DECEMBER 5, 2022

As a financial professional helping couples plan for the future, you have likely experienced the discomfort that can occur when conflict arises. By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan.

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

Nationwide Financial

NOVEMBER 10, 2022

When engaging in financial planning with your veteran and military clients, there are many unique obstacles and situations to consider. Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S.

Financial Planning 52

Financial Planning Planning Education Clients 52

Abnormal Returns

APRIL 3, 2023

Podcasts Christine Benz and Jeff Ptak talk hourly financial planning with Mark Berg who is the founder of and lead advisor at Timothy Financial Counsel. thinkadvisor.com) An excerpt from Wade Pfau's book "Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success."

Financial Counseling 130

Financial Counseling Wealth Management Retirement Planning Retirement 130

Your Richest Life

AUGUST 4, 2023

When I started this business, I wanted to create financial planning services that were accessible and empowering. I hoped to help my clients reach their financial goals in a way that wasn’t stressful or intimidating, and to show them that their dreams were possible. Your Richest Life turns nine this month!

Financial Planner 98

Financial Planner Financial Counseling Fee Only Clients 98

Fortune Financial

JANUARY 11, 2024

Our team at Fortune Financial conducts interactive educational workshops for organizations and their employees. From 401(k) plans and health savings accounts (HSA) to general financial information, our experts explain how different financial tools help your business and employees secure a stable financial future.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

Clever Girl Finance

AUGUST 15, 2022

You'll figure out the best approach to saving, investing , and creating a solid financial plan. Do you dream of homeownership or plan to rent long-term? If you do, you will want to start planning for that mortgage today! Look through your credit scores, determine your savings, and come up with a homeownership plan.

Communication 69

Communication Accounting Budgeting Planning 69

Clever Girl Finance

JANUARY 26, 2024

In addition to all of the resources available to help you develop your own plan to get out of debt, there are public agencies that can offer assistance, too. If you’ve never heard of this option, you may be wondering, “how does consumer credit counseling work?” Another option is bankruptcy counseling. The best part?

Debt Management 52

Debt Management Financial Counseling Budgeting Nonprofit 52