Midstream Marketing

SEPTEMBER 24, 2019

As a financial advisor or other investment professional, you’re no doubt already well aware that the “math” side of the conversation is a large part of what your clients need help with every day. Investment Planning. Retirement Planning. Self Employed Plan Contribution. Beneficiary RMD Calculator.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

Clever Girl Finance

MARCH 6, 2023

You can turn these earnings into the beginning of your retirement nest egg or even fund your college expenses in a few years! By starting your savings early , you could have millions of dollars by the time you get to retirement age just from saving small amounts. Sell food at the farmers' market Are you a fantastic baker?

Media 86

Media Accounting Banking Food 86

Mr. Money Mustache

AUGUST 4, 2020

In the big picture, this usually leads to having a “successful” life, because of this basic math: Traditional Success. =. She had more than enough to retire , twenty years ago! The first bit of monetary surplus can be fun as you can afford a nice house and good food. And what’s your plan to help restore balance to your life?

Medical 52

Medical Engineering Math Startup 52

Clever Girl Finance

FEBRUARY 21, 2024

The term personal finance ratios might give you flashbacks to math class, learning various formulas, equations, and ratios. You can use ratios to keep track of many different aspects of your financial situation—from cash flow to savings to tips for retirement planning and more.

Assets 77

Assets Numbers Math Retirement 77

Clever Girl Finance

JANUARY 29, 2023

This is very important for retirement, and knowing what your target net worth by age should be will help you better understand how to reach your personal financial goals. You will likely want to retire in the next decade, so it's important to save and invest as much as possible while also not being too risky. Rowe Price.

Budgeting 114

Budgeting Retirement Assets Education 114

Good Financial Cents

JULY 3, 2023

Calculation Breakdown Let’s break down the math to find out how much you could earn annually with a $30 hourly wage: Consider an average workweek of 40 hours and an average year consisting of 52 weeks. So, while your daily earnings may hover around two hundred bucks a day, don’t forget to plan for those no-pay-off days.

Budgeting 72

Budgeting Taxes Numbers Retirement 72

Clever Girl Finance

SEPTEMBER 11, 2023

Using budgeting best practices means planning out exactly how you’ll use your money , and this can be tailored to suit your specific lifestyle and situation with the 50-30-20 rule. In a book called All Your Worth: The Ultimate Lifetime Money Plan , Elizabeth Warren and Amelia Warren Tyagi described this simple way to budget.

Budgeting 82

Budgeting Taxes Transportation Healthcare 82

Aleph

JANUARY 14, 2023

Jan 10, 2023 The California Public Employees’ Retirement System is making a $1Bn wager that small private equity firms can boost the pension giant’s returns and clout [link] CALPERS has a knack for being late… adding money to two small private equity shops now? It is the opposite, except in the top decile.

Math 59

Math Assets Government Engineering 59

Mr. Money Mustache

JANUARY 27, 2022

I am a retired, married Navy veteran living in beautiful (but expensive) San Diego. Instead of transferring their equity from house one to house two, they were planning to spend the rest of it on renovations to the new house. They consume restaurant food, on average, 7 days a week. So I did the math on that too**.

Food 52

Food Retirement Math License 52

The Big Picture

JUNE 6, 2023

I said, yes, I plan to. It’s not food. People smile because they go, wow, they never thought of it, most people when it comes to food. RITHOLTZ: if you’re one latte away from your retirement being messed up you got bigger … SETHI: Bigger problems. And they said, you should take some time. SETHI: Yes.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. BITTERLY MICHELL: The food, we could talk about the food for a long period of time. BITTERLY MICHELL: … difficult situations for those who were retiring, right, and those ….

Clients 286

Clients Wealth Management Investing Investments 286

The Big Picture

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s part of their own tax planning. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. SEIDES: I was independent.

Management 130

Management Investing Investments Government 130

The Irrelevant Investor

AUGUST 9, 2018

The median retirement account balance of people ages 56 to 61 is just $25,000. People aren't saving enough in their defined contribution plans (401(K), IRA), and defined benefit plans (pensions) are in serious danger. Whatever else happened, retired policemen and firefighters and teachers would be paid.

Economics 52

Economics Distribution Investing Investments 52

The Big Picture

JULY 4, 2023

What were your early career plans? ” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee.

Management 141

Management Recruitment Numbers Banking 141

The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. And the division that I was in was below plan. You’re 34th, you’re retiring after 34 years and you trounce what’s really the more appropriate benchmark, I would assume the Russell 2000. So, so you set to retire as portfolio manager this year, you mentioned your two successors.

Management 258

Management Investing Investments Retail 258

Good Financial Cents

APRIL 19, 2023

The idea of passive income is to supplement, augment or get you out of your job so you can retire, travel, or spend more time with loved ones. You can earn passive income whether you’re an entrepreneur with a brilliant business plan, a talented artist, or just happen to have extra cash to invest. What Passive Income is not.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

NOVEMBER 15, 2022

Let Mr. Market do his thing and we’ll find out how we did when we get ready to retire. So as much as I’m personally still a pretty strong skeptic of active management, I mean, I understand the math, and the odds are not in your favor. I read all those academic papers, I understand where the math comes from.

Management 268

Management Assets Portfolio Investing 268