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. advisorperspectives.com) Retirement How longevity risk makes decumulation decisions more difficult.

Financial Counseling 130

Financial Counseling Wealth Management Retirement Planning Retirement 130

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

JANUARY 22, 2024

Money management includes things like setting up a budget or a better budget, monitoring your credit, and planning ahead with sinking funds for big expenses. You might do best with a strict plan for how every cent is used, as with the zero based budget. Does budget counseling affect your credit score? find money stressful.

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. 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 70

Communication Accounting Budgeting Planning 70