Clever Girl Finance

NOVEMBER 20, 2023

Figuring out what to do when a loved one dies can leave you feeling stressed and overwhelmed, but this checklist when someone dies can help make the process easier. Figuring out what to do when a loved one dies can leave you feeling stressed and overwhelmed, but this checklist when someone dies can help make the process easier.

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Fortune Financial

OCTOBER 31, 2022

Here is a 10-step financial checklist to spruce up your financial plan: Consolidate summer debt : First, if you are having trouble paying off credit card debt, refrain from using the card until you regain control. Summer is a popular time for socializing and enjoying the warmer months of the year. Then, develop a strategic repayment plan.

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Fortune Financial

MARCH 5, 2024

Small business owners are always on the lookout for strategies to not just survive but thrive in Kansas City. One powerful tool that might not be on every entrepreneur’s radar — but definitely should be — is a 401k plan. Explore how leveraging a 401k plan can set your business apart and pave the way for sustained success. What is 401k?

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Clever Girl Finance

JANUARY 9, 2024

A living trust gives your estate direction, ensuring your loved ones handle it as you wish. Trusts can also help seamlessly pass the trust’s assets to your heirs by avoiding probate court. While trusts seem confusing and complex, they aren’t as complicated as they sound. Table of contents The basics Types How does a living trust work?

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WiserAdvisor

SEPTEMBER 8, 2023

You may consult with a financial advisor to understand how to prepare for retirement and the importance of adopting a prudent approach to retirement planning. It is important to have a clear understanding of your budget post-retirement, factoring in housing costs, property taxes, and maintenance expenses.

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Brown Advisory

APRIL 20, 2022

To help meet this return objective, we find that our clients’ investment portfolios are becoming increasingly complex as a result of their reliance on private equity, real estate and other less liquid “alternatives” to sustain their growth objectives and, ultimately, their charitable objectives. Good preparation is key to a successful audit.

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Clever Girl Finance

JANUARY 20, 2023

Financial self discipline examples Your finances are one of the most important places for self discipline. Budgets are especially important for self discipline because they encourage you to identify your strengths and weaknesses when it comes to money. Self discipline is your ability to control your own actions, feelings, and emotions.

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Harness Wealth

AUGUST 3, 2023

Leaving a career at a Big 4 (Deloitte, PwC, Ernst & Young, KPMG) or other prominent accounting firm to start your own CPA firm can be an exciting and rewarding entrepreneurial experience. Table of Contents Opportunity Awaits: Why Should You Go Solo? The tax industry is changing. Let’s dive into the details.

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Clever Girl Finance

NOVEMBER 22, 2022

Let's face it— staying focused on our goals isn't always easy. And it may seem like the picture-perfect start to new beginnings is just around the corner, so we put off our goals for another day. But the best time to get started on your goals is right now - and 100 day challenge ideas are a good way to motivate yourself to get going! Why 100 days?

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Clever Girl Finance

JULY 16, 2023

Financial advisors are financial professionals that guide clients, using their expertise, on what to do with their money and how to meet their long-term goals. You’ve read all the books and watched all the Youtube videos but you still don’t know where to start. Table of contents Is it really necessary to have a financial advisor?

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Clever Girl Finance

JULY 16, 2023

Financial advisors are financial professionals that guide clients, using their expertise, on what to do with their money and how to meet their long-term goals. You’ve read all the books and watched all the Youtube videos but you still don’t know where to start. Table of contents Is it really necessary to have a financial advisor?

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Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Indigo Marketing Agency

MARCH 5, 2020

It helps advisors focus on their most important work each week, so they can create a life that gives them true fulfillment. Best Books for Financial Advisors. Many of us are on lockdown today across the United States. While we are worried about public health and the economy, there isn’t much we can do to help. This book changes that.

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Indigo Marketing Agency

APRIL 26, 2021

It helps advisors focus on their most important work each week, so they can create a life that gives them true fulfillment. It helps advisors focus on their most important work each week, so they can create a life that gives them true fulfillment. Explore the 12 Best Books for Financial Advisors. Getting Things Done by David Allen.

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Financial Advisor Financial Planner Certified Financial Planner Clients 52

The Big Picture

MAY 7, 2024

The transcript from this week’s, MiB: Joanne Bradford, Domain Money , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Joanne Bradford has had a fascinating career in technology, marketing and finance. She was Chief Revenue Officer at Microsoft.

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Harness Wealth

OCTOBER 11, 2023

In this guide from Harness Tax , we’ll explore why cybersecurity is increasingly important in the accounting industry, delve into the types of cybersecurity risks, and offer a set of best practices for risk management. Cybersecurity has become a pressing concern for businesses across all industries, including accounting firms.

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Clever Girl Finance

SEPTEMBER 2, 2022

While you probably laid out the wedding of your dreams in your mind — the amazing venue, the designer dress, those gorgeous florals — it's important that you set a realistic wedding budget to ensure you don't derail your long-term financial goals. This means putting together a wedding budget spreadsheet with percentages and categories.

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Clever Girl Finance

JULY 6, 2023

While you probably laid out the wedding of your dreams in your mind — the amazing venue, the designer dress, those gorgeous florals — it’s important that you set a realistic wedding budget to ensure you don’t derail your long-term financial goals. What is a decent budget for a wedding? Is $5,000 enough for a wedding?

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FMG

NOVEMBER 1, 2023

Financial advisor marketing is a challenging topic. It takes a lot of time and effort, and sometimes it can be hard to know where to start. But without marketing, an advisor’s business is missing out on a proven and powerful lead-generation tool and brand-building opportunity. What distinguishes your firm? What is a visitor’s next step?

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Clever Girl Finance

OCTOBER 13, 2022

Did you know that an estimated 56% of Americans can’t cover a $1,000 emergency expense with savings? Whether it’s an unexpected car repair or damage from a natural disaster, financial emergencies can happen to anyone. Knowing the types of potential emergencies and being prepared can help you avoid the high costs of unexpected expenses.

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Indigo Marketing Agency

APRIL 23, 2020

This is the time to do it. So we’ll also give away a checklist that tells you everything that you should do this month, and everything that you need to check off to get your virtual marketing strategy in place. Marketing In A Crisis For Financial Advisors (Free Webinar). Making it easy to work with you virtually 4.

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The Big Picture

APRIL 4, 2023

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple , Spotify , Google , Stitcher , YouTube , and Bloomberg. This is really a fascinating story. Ken Kencel, welcome to Bloomberg. Great to be here and I love the format.

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The Big Picture

DECEMBER 20, 2022

The transcript from this week’s, MiB: Robert Koenigsberger, Gramercy Funds Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

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Good Financial Cents

APRIL 19, 2023

In this post, I will break down passive income and show you how to create several passive income streams. “Making money while you sleep” has a nice ring to it, doesn’t it? The truth is that building a passive income stream usually isn’t passive at first. It requires time, money, skills, or all three. But where do you start?

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Brown Advisory

MAY 16, 2016

2016 Berkshire Hathaway Annual Shareholder Meeting. The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. The format of the meeting is question and answer. Mon, 05/16/2016 - 16:07. These are my notes rather than a transcript.

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