Clever Girl Finance

OCTOBER 16, 2023

Because they’re long-form, books are a great way to dive into topics you care about. Additionally, these books will help women take control of their financial situations. In Clever Girl Finance , Sokunbi focuses on the three personal finance pillars money-savvy women must master. The book aims to teach and empower women.

Budgeting 80

Budgeting Management Retirement Investing 80

Nationwide Financial

JULY 20, 2022

Social Security planning is an important part of preparing for retirement, and clients considering filing for benefits in today’s environment are finding planning more challenging as they contend with the lingering economic impacts of COVID-19, record inflation, and heightened market volatility. How planning has changed?

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Clients Planning Retirement Planning Retirement 98

Clever Girl Finance

JULY 12, 2022

Lastly, women's lifestyle blogs provide much-needed inspiration and personal growth. 37 of the best lifestyle blogs for women. So here are the best lifestyle blog examples for women to stay inspired: 1. So if you're planning your next adventure , this is the place to look for inspiration. The Everygirl. 9 to 5 Chic.

Budgeting 71

Budgeting Food Planning Education 71

Your Richest Life

APRIL 19, 2022

This is a topic that I’m passionate about, because I believe that everyone should have access to the knowledge that will help them create wealth and stability in their lives. You could also check out Bach’s book for women’s wealth, Smart Women Finish Rich: 9 Steps to Achieving Financial Security and Funding Your Dreams.

Budgeting 52

Budgeting Financial Planner CFP Financial Planning 52

Integrity Financial Planning

FEBRUARY 10, 2023

5] At the center of this story are two women and unlikely friends (played by Jane Fonda and Lily Tomlin) who must adjust to their new reality after their husbands drop a lifestyle-altering bombshell on their families. [6] 6] Grace and Frankie highlights the fact that life will continue throwing curve balls at you, even in its final years.

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Financial Planning Budgeting Government Planning 94

Indigo Marketing Agency

AUGUST 11, 2020

Now the tough part—choosing your topic. Your webinar attendance rate is only as strong as the topic you select. It’s critically important to choose a topic that’s interesting, relevant, and valuable to your target audience if you want to secure high conversion rates. So, which webinar topic should you choose?

Financial Advisor 52

Financial Advisor Clients Planning Retirement Planning 52

Brown Advisory

OCTOBER 28, 2021

Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory India’s COVID-19 Crisis and Its Impact on Women June 29, 2021 Disasters exacerbate existing inequities, and COVID-19 is proving no different. The devastation in India has been harrowing for women, as communities struggle to protect public health.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Brown Advisory

OCTOBER 28, 2021

Raising Women's Voices Webinar Series. The goal of Raising Women's Voices is to elevate women’s voices so that we may educate, inspire and challenge each other to raise the future. . . Women Founders Roundtable. The State of Women. India’s COVID-19 Crisis and Its Impact on Women. Thu, 10/28/2021 - 05:00.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Clever Girl Finance

SEPTEMBER 21, 2022

Clever Girl Finance’s very own founder, Bola Sokunbi, translated her years of experience helping women achieve financial independence into a helpful book. Specifically, this book was created to help women take control of their financial futures. The One Page Financial Plan by Carl Richards. Money Honey by Rachel Richards.

Budgeting 55

Budgeting Financial Planning Planning Financial Advice 55

Indigo Marketing Agency

DECEMBER 19, 2022

Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” With over two decades of experience in the financial services industry, she is passionate about elevating women and individuals from underrepresented communities. Together with Rianka R. Learn more​​ about Marguerita on LinkedIn.

Financial Advisor 116

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Indigo Marketing Agency

JANUARY 24, 2024

Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Tucker Advisors

APRIL 4, 2023

Since 1983, employment rates for men aged 65-69 have risen by 10%, and by 15% for women in the same age group. But the Bureau of Labor data shows that something else has also occurred over the last four decades: People lost their pensions (defined benefit plans) and were forced into defined contribution plans, usually in the form of 401(k)s.

Retirement 75

Retirement Financial Advisor Planning Budgeting 75

Steve Sanduski

JANUARY 5, 2023

And while putting this career planning roadmap in place may not be why you became an advisor, it’s critical if you want to attract and retain top talent. This is a popular topic with my coaching clients as we frequently discuss staffing and comp issues. I asked CNBC tech reporter Julia Boorstin how women lead differently than men.

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Clients Financial Advisor Investing Investments 52

Clever Girl Finance

NOVEMBER 16, 2022

Here, we discuss some common get-rich-quick methods and show you why relying on these tactics is not a good substitute for a solid financial plan. These companies often target women and, in particular, stay-at-home moms. Just be sure before you take on student loans that you have a plan for paying them back. How do MLMs work?

Education 79

Education Financial Planning Investing Investments 79

Clever Girl Finance

AUGUST 2, 2023

As exciting as starting a side hustle may seem, you must have a solid plan to fully reap the benefits. Then, create your side hustle time management plan. Create a solid business plan for your side hustle If you’re in the process of starting a side hustle and do not have a business plan, you need to create one now.

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Business Planning Planning Food Budgeting 94

Clever Girl Finance

AUGUST 10, 2022

And unfortunately, they're known to target women of color with these products. So, unless you have a very solid repayment plan (and many people who desperately need money sadly don't), it's challenging to pay back the loan plus interest without your debt spiraling out of control. Asking family for a loan can be extremely sensitive.

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Advertising Medical Media Math 65

Clever Girl Finance

OCTOBER 12, 2023

Women and investing is a topic that doesn’t get mentioned often enough, but it is extremely important. Women’s financial plans are unique, so their investing strategies should be, too. Find out more about women and investing, and discover ideas for creating your own investment plan.

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Investing Investments Risk Tolerance Accounting 77

Clever Girl Finance

MARCH 28, 2023

The importance of understanding financial literacy basics Financial literacy covers several topics , including budgeting, banking, investing, handling debt, and planning for the future. Some of us want to plan a comfortable retirement , while others want to become a homeowner or save for our kids to go to college.

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Budgeting Accounting Banking Retirement 80

Clever Girl Finance

AUGUST 8, 2022

According to the data from the US Census Bureau , 50% of women aged 55-66 have no personal retirement savings. Like so many financial topics, the answer is maybe. You’ll want to make sure to include education savings in your retirement planning. Say you love designer handbags and plan to keep buying them when you retire.

Food 59

Food Retirement Retirement Planning Budgeting 59

Clever Girl Finance

JANUARY 29, 2023

Every summer a fresh wave of black college women start a new phase of their lives after high school. As black women become college graduates, they're immediately thrown into different realities. This has been amplified by the fact that black women are graduating from college at higher rates than previous generations.

Budgeting 105

Budgeting Education Planning Government 105

Clever Girl Finance

APRIL 29, 2024

Plan your financial goals There are different kinds of financial goals. You can use it to introduce yourself, highlight projects you’ve worked on, write blog posts to demonstrate expertise on certain topics, let recruiters know how to contact you, and so on. In my opinion, it’s a fantastic and simple way to save money.

Budgeting 59

Budgeting Retirement Food Planning 59

Sara Grillo

JULY 18, 2022

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” She sucked me right in with some spiel that they wanted more women advisors, and that they’d be willing to support my needs as a mother, work life balance, ja ja ja. So please subscribe!

Financial Advisor 52

Financial Advisor Recruitment Insurance Financial Planning 52

Sara Grillo

APRIL 25, 2022

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” It’s common for financial advisors to work exclusively with physicians, business owners, women, executives, etc. For those of you who are new to my blog/podcast, my name is Sara. Todd Keffury.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 52

Clever Girl Finance

APRIL 19, 2023

Like the Director of the SEC’s Office of Investor Education and Advocacy Department, Lori Schock, says, “Don’t panic, plan it!” You might also use a budget to help you plan and reach your financial goals. Many employers offer retirement savings accounts like a 401(k), but only about 43% of women have a retirement account.

Budgeting 52

Budgeting Education Accounting Investing 52

Clever Girl Finance

APRIL 24, 2023

Setting yourself financial goals will help you get your finances under control by giving you something to aim for and a plan to help you achieve your financial wishes. Whatever it is, write a plan and stick to it. Create a debt repayment plan Whilst nobody wants to be in debt, it happens to a lot of people.

Budgeting 63

Budgeting Planning Accounting Banking 63

Indigo Marketing Agency

JANUARY 17, 2022

Bob Veres Bob Veres is a top influencer for financial advisors mostly known for his monthly newsletter, Inside Information , which labels itself as “the most important information resource in the financial planning space.” The author of seven national bestsellers, he does an excellent job of breaking complex topics down into plain language.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Clever Girl Finance

MARCH 14, 2023

Buy short-term disability insurance (if possible) This first tip might not work for everyone, as you really have to be planning ahead. If you know a couple of years before you plan to have a baby, you could take out a low-cost plan that pays you back once you’re on maternity leave.

Media 67

Media Budgeting Insurance Food 67

Cornerstone Financial Advisory

AUGUST 21, 2023

During your paycheck checkup, you can also check other factors, such as how much you contribute to your health insurance or retirement plan. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. These expenses can also impact your tax liability. In fact, it was routine.

Marketing 52

Marketing Marketing Economics Taxes 52

Envision Wealth Planning

MARCH 31, 2022

When it comes to women and money, anxiety can often ensue. Women can reduce their anxiety over money by making smarter moves. We addressed the fact that when women learn to make smarter money moves, they can reduce anxiety more than they may realize! Women and money as it applies to the household.

Retirement Planning 52

Retirement Planning Education Financial Planning Retirement 52

Indigo Marketing Agency

APRIL 26, 2021

Look through the list below (or watch this video) and let me know which one you plan on reading first! We did a deep dive into financial advisor succession planning and what you need to know about selling your firm. In the book, Nancy goes over the building blocks to a financial planning career.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Clients 52

Clever Girl Finance

APRIL 24, 2023

Setting yourself financial goals will help you get your finances under control by giving you something to aim for and a plan to help you achieve your financial wishes. Whatever it is, write a plan and stick to it. Create a debt repayment plan Whilst nobody wants to be in debt, it happens to a lot of people.

Budgeting 52

Budgeting Planning Accounting Banking 52

Clever Girl Finance

APRIL 24, 2023

Setting yourself financial goals will help you get your finances under control by giving you something to aim for and a plan to help you achieve your financial wishes. Whatever it is, write a plan and stick to it. Create a debt repayment plan Whilst nobody wants to be in debt, it happens to a lot of people.

Budgeting 52

Budgeting Planning Accounting Banking 52

Clever Girl Finance

JULY 13, 2022

Let's talk about the best business ideas for women! It’s so important for our world to have women in business. After all, we’re half the population—that’s billions of women with unique ideas, skillsets, and visions for the future. Educational business ideas for women. Design business ideas for women. are female.

Food 119

Food Advertising Media Clients 119

Sara Grillo

APRIL 21, 2022

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” By moving the funds with us he would simply be incurring a higher expense overall, since there was no additional benefit on the planning side above and beyond what he was already receiving.

Ethics 52

Ethics Financial Advisor Clients Management 52

The Big Picture

OCTOBER 24, 2022

I think it was just a bit of poor planning more than anything else. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. But I think closet indexing was a big topic when I was in research and there was a lot of work around active share, and the like.

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Portfolio Management Assets Investing 130

Clever Girl Finance

MARCH 20, 2022

Wash and moisturize your face before bed It may sound overly simple (and maybe you already do this), but plenty of women feel they’re too busy to even wash their face. Use sunscreen daily to glow for years to come Although it’s been many years since women casually sunbathed with no thought of sun damage, you might still be slacking.

Food 52

Food Media Planning Estate Planning 52