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Adviser links: spreadsheet knowledge

Abnormal Returns

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.

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Employee Benefits Optimization for a Positive Workplace Culture

Fortune Financial

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.

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Helping veterans and military with financial planning

Nationwide Financial

Department of Veterans Affairs aimed at making education, healthcare, life insurance, mortgages, and retirement more accessible for those who have served. When engaging in financial planning with your veteran and military clients, there are many unique obstacles and situations to consider. Financial veteran benefits.

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Personal finance links: unfair comparisons

Abnormal Returns

(peterlazaroff.com) Tim Ranzetta talks with Jonathan Clements, editor of the new book "My Money Journey, How 30 People Found Financial Freedom And You Can Too." ngpf.org) Retirement FAT Fire. How to retire at any age with confidence. ofdollarsanddata.com) Take retirement surveys with a big grain of salt.

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What Is Budget Counseling And How Does It Work?

Clever Girl Finance

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.

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Finances In Marriage: How To Make It Work In 9 Steps

Clever Girl Finance

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.

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Transcript: Ramit Sethi

The Big Picture

I said, yes, I plan to. RITHOLTZ: if you’re one latte away from your retirement being messed up you got bigger … SETHI: Bigger problems. RITHOLTZ: What are your thoughts on the early retirement fire movement? I say fantastic, but most people with separate accounts never had that conversation and that is the plan.