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. wiredplanning.com) The biz Even before Fisher Investments' HQ move, Dallas-Fort Worth is already a hub for financial services firms.

Financial Counseling 130

Financial Counseling Wealth Management Retirement Planning Retirement 130

Fortune Financial

JANUARY 11, 2024

By investing in the education of employees about their benefits, companies can help their workforce understand and appreciate the full value of the benefits offered. What we found surprising is that this is the first year that saving for retirement is not the primary financial stress factor for employees.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

Clever Girl Finance

JANUARY 22, 2024

Even if there’s a cost involved in working with a budget counselor or consumer credit counseling, that doesn’t mean you should rule it out. When you’re drowning in large amounts of debt or chronic struggles with money management, working with a trained counselor is likely worth a small investment.

Budgeting 65

Budgeting Financial Counseling Debt Management Financial Advisor 65

Clever Girl Finance

AUGUST 15, 2022

You'll figure out the best approach to saving, investing , and creating a solid financial plan. Retirement. Retiring is one of the top long-term goals for many, and early is becoming very popular. However, in order to make your retirement plans work, you will need to decide your objectives with your partner.

Communication 70

Communication Accounting Budgeting Planning 70