eMoney Advisor

FEBRUARY 23, 2023

Whether you’re just starting to build your referral network or you’re looking to expand, here are three steps to grow your business through referrals. Maximize your clients’ experiences and turn them into advocates to increase the number of quality referrals you get from them.

Financial Planner 118

Financial Planner Recruitment Clients Financial Advisor 118

Integrity Financial Planning

NOVEMBER 23, 2023

While the cold weather might encourage some to stay in, there’s a myriad of activities that can keep you entertained throughout the season. Here are five engaging winter activities you can try. Not only does this activity allow you to tap into your creative side, but it also provides an opportunity to bond with family or friends.

Financial Planning 91

Financial Planning Transportation Planning Education 91

FMG

NOVEMBER 7, 2022

It’s an exciting but busy time of year, and in addition to getting gifts for friends and family, it’s important to think about what you are going to get your clients. So, what are some great gift ideas to thank them for the great year that you have had? Who doesn’t like a puzzle to do either solo or with your family?

Financial Advisor 59

Financial Advisor Clients CFP Estate Planning 59

The Big Picture

JULY 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. I found this conversation to be absolutely not only insightful and informative but also delightful and I think you will also. RITHOLTZ: It’s great to have you.

Management 215

Management Investing Investments Assets 215

MainStreet Financial Planning

MARCH 8, 2024

I couldn’t wait to grow up and be like many of them. I want to explore strategies for building a sustainable self-care regimen, including effective budgeting of both Time and Money, to help you prioritize self-care and nurture your well-being. How much do you actually allocate in your budget?

Budgeting 52

Budgeting Healthcare Planning Financial Planning 52

Clever Girl Finance

JANUARY 22, 2024

10 steps to manage a financial windfall Expert tip: Keep living your life normally Factoring in taxes How do you deal with sudden financial windfall? What should you do with a $1,000 windfall? What should you do with a $5,000 windfall? What should you do with a $10,000 or more windfall? And use it to benefit your future!

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Management Certified Financial Planner Financial Planner Consulting 72

Clever Girl Finance

OCTOBER 19, 2022

That way, you can be as generous as you’d like without blowing through your budget. And if you have a toddler just learning about Christmas like me or if you’re looking to add new Christmas traditions for your family, you’ll love these Christmas Eve box ideas for kids. (By Christmas Eve box ideas for toddlers.

Budgeting 90

Budgeting Food Planning Accounting 90

Darrow Wealth Management

AUGUST 30, 2022

But just because you have options, doesn’t mean they’re all good options. As you consider what approach is right for your situation, consider these options for managing a large inheritance. Depending on your financial situation and the type of asset you inherit, your options may differ. Shoring up college funds.

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Distribution Retirement Accounting Taxes 90

Trade Brains

OCTOBER 18, 2023

The market rewards you as per your perception of it. If you treat it as a gambling den, it will prove a gamble for you.” Background Vijay Kedia was born in a Marwari family of stockbrokers. His family has had a background in the stock market for over decades. No one liked the stock.

Investing 105

Investing Investments Management Portfolio 105

Clever Girl Finance

JANUARY 16, 2024

Goals for teenagers are just like goals for adults. If you’re raising a teenager, are involved in a teen’s life, or are one yourself, read on for some goals for teens that will help guide them (or you!) Builds a goal-setting habit People who make goal-setting a part of their lives are the most likely to achieve their dreams.

Budgeting 74

Budgeting Accounting Retirement Planning 74

Steve Sanduski

APRIL 22, 2024

If you’re like me, then you’ve heard the same type of advice like “Segment your book of business into A, B, C, D clients” and “Take great care of your A&B clients.” You’ll end up with a range of $5,000 to $20,000 per year. Now there will likely be exceptions, but set a rule for that.

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Clients Financial Advice CFP Numbers 59

Clever Girl Finance

NOVEMBER 8, 2022

In this article, we'll discuss some fun staycation ideas that will leave you refreshed and ready to get back to work in no time! While it might not be the same as booking a flight to somewhere far away, it can be just as meaningful, and help you with your finances , too. Staycation ideas save you time. It can quickly add up.

Budgeting 81

Budgeting Food Planning Media 81

Clever Girl Finance

MARCH 29, 2024

When you’re budgeting and want to boost your savings, the last thing you might consider doing is spending more money. But there are situations where choosing quality over quantity can actually help you save more in the long run. I’m here to tell you about them and help you make the right choice.

Food 75

Food Budgeting Insurance Banking 75

Integrity Financial Planning

DECEMBER 8, 2023

It can also help you reach your retirement savings goals and get a better idea of what your retirement expenses might look like. When you’ve been disciplined, met your financial targets, and have some extra funds to spare, it’s important to reward yourself! Throw a Party Nothing screams celebration like a good party.

Financial Planning 52

Financial Planning Retirement Planning Budgeting 52

Clever Girl Finance

OCTOBER 29, 2022

At some point, your romantic relationship that started out like a fairytale might end. If you are in a toxic relationship or have been in one in the past, you know that moving on from a toxic breakup is very difficult. The same applies to a relationship where you no longer feel secure. What is a toxic relationship?

Budgeting 89

Budgeting Education License Communication 89

Clever Girl Finance

JANUARY 16, 2024

Alongside your monthly budget, you should also have a bare bones budget waiting in the wings. Even if you don’t need to cut back completely right now, it’s a good idea to know how to create a minimal-expense budget and have it ready so you are prepared in case of a financial emergency. You have a pay cut.

Budgeting 79

Budgeting Food Transportation Retirement 79

Your Richest Life

FEBRUARY 13, 2023

If you’ve never heard of it before, Money Habitudes is a game-like assessment that helps people understand their approach to money, and how they can work with others. But learning more about your type and why you approach money the way you do can offer a lot of clarity in your financial decisions. Figure out what you want most.

Budgeting 95

Budgeting Communication Planning Financial Planner 95

The Big Picture

JANUARY 9, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Nobody in the world writes about markets, finance derivatives, hedge funds, you name it, the way Matt does. I, I found this conversation to be really intriguing and I think you will as well.

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Retail Banking Math Management 130

Brown Advisory

OCTOBER 12, 2023

Protecting the Family Legacy—How to Plan with Prenuptial Agreements ajackson Thu, 10/12/2023 - 16:36 Few moments in life can compare to the moment you look at the person you love and say, “I do.” To assume you are “immune” to divorce may feel romantic (and to be clear – it may be true!), but it is also unwise.

Planning 52

Planning Estate Planning Strategic Planning Clients 52

Integrity Financial Planning

NOVEMBER 23, 2023

While the cold weather might encourage some to stay in, there’s a myriad of activities that can keep you entertained throughout the season. Here are five engaging winter activities you can try. Not only does this activity allow you to tap into your creative side, but it also provides an opportunity to bond with family or friends.

Financial Planning 52

Financial Planning Transportation Planning Education 52

Good Financial Cents

APRIL 24, 2023

My hope is that you’ll also gain some key takeaways that you can apply to your own life. 10x Your Goals >>>Grab Your Worksheet Here Each quarter, I spend a full day with other like-minded entrepreneurs in a classroom-like setting, going over the material for that day. Schedule Disney Cruise with family.

Wealth Management 111

Wealth Management Clients Management Certification 111

Carson Wealth

AUGUST 3, 2023

By Tom Fridrich, JD, CLU, ChFC ® , Senior Wealth Planner Blended families, composed of couples who bring children from previous relationships together, have become increasingly common in today’s society. While blending families brings joy and new opportunities, it also can create complex financial challenges.

Budgeting 52

Budgeting Estate Planning Insurance Retirement 52

Clever Girl Finance

MARCH 15, 2023

Sometimes it can feel like there is negativity everywhere you look. It can all get really overwhelming when you want to protect your peace. While you can't rid your life of negativity entirely (after all, that's life!), you can take steps to reduce their impact on your state of mind. It's that simple!

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Media Medicine Education Investing 68

Clever Girl Finance

JANUARY 17, 2023

If someone asked what your money values were, would you have any idea how to answer? Or would you find yourself searching for a response and coming up blank? In addition, they motivate the various decisions you make about saving, spending, investing, etc. you probably place a high value on freedom. Examples of priorities.

Ethics 59

Ethics Retirement Budgeting Investing 59

Yardley Wealth Management

JULY 20, 2022

They’re approaching retirement age, but it’s hard for them to imagine what exactly retirement will look like. The solution: Believe it or not, the problem here isn’t money, and I’ll tell you why. Okay, that’s an extreme example, but you get my point.) Or perhaps treat the whole family to a week in a fancy Italian villa?

Retirement Planning 52

Retirement Planning Budgeting Retirement Wealth Management 52

FMG

MARCH 16, 2023

When he isn’t busy being a superstar at work and crushing sales, he loves traveling, hanging out with his friends and family, grilling and smoking meats and more. With everyone working remotely, we’d love to know where you grew up and where you live now. Why thank you! What’s your favorite part about where you live?

Sales 52

Sales Management Planning 52

The Big Picture

SEPTEMBER 19, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Google , YouTube , and Bloomberg. She provides advice to institutions in high net worth investors that isn’t limited by the typical buckets or lines or structure that you, you so often see. Thank you for having me.

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Assets Management Portfolio Investing 143

Clever Girl Finance

MARCH 17, 2023

Goals for teenagers are just like goals for adults. If you’re raising a teenager, are involved in a teen’s life, or are one yourself, read on for some goals for teens that will help guide them (or you!) In addition, confidence builds and builds the more goals you reach. into adulthood. Why are goals for teenagers so important?

Budgeting 59

Budgeting Accounting Retirement Planning 59

Clever Girl Finance

DECEMBER 12, 2023

And something like saving can be easier if you make it fun. That’s why so many people love finding weird ways to save money, like funny and crazy money-saving challenges. After all, having three kids makes you learn how to spend your money wisely. If you have frozen your eggs, this may also be an option.

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Budgeting Food Banking Accounting 80

Clever Girl Finance

OCTOBER 3, 2022

Instead of buying yet another toy or item for your little ones, have you thought about experience gifts for kids? So here are the best reasons why having a fun family experience is the perfect gift! When you take your children on a trip or to an event, it's often educational and teaches them more about the world.

Education 84

Education Budgeting Food Sales 84

Brown Advisory

NOVEMBER 1, 2023

We work with families every day, developing strategies to help them reduce their estate tax burden and position themselves to transfer their assets to heirs or beneficiaries efficiently. The planning options available to families are numerous. When you can retain the income tax liability of the gifted asset.

Accounting 52

Accounting Taxes Assets Clients 52

Gen Y Planning

DECEMBER 31, 2022

The start of the new year is a great time to review what’s important to you. And, find time to do what you enjoy doing more! If the thought of re-organizing your priorities overwhelms you, we get it! That’s why we’ve compiled a list of ways you can start de-prioritizing today. This Doesn’t Sound Like Something I Can Do”.

Financial Planning 52

Financial Planning Planning Management Communication 52

Clever Girl Finance

JULY 24, 2023

It can be difficult to track family spending Holding cash carries some risk Cash won’t improve your credit score How do I start using cash envelopes? How do you categorize cash envelopes? Save it Pay off debt Carry it over to next month Treat yourself Articles related to cash envelopes and budgeting Give the cash envelope system a try!

Budgeting 52

Budgeting Taxes Banking Medical 52

James Hendries

SEPTEMBER 20, 2022

Although there are a number of ways to accomplish a shifting of income, the following methods are most popular: employing family members, family partnerships, interest-free and below-market loans, gifting, sale- or gift-leaseback, trusts, and life insurance/annuities. How can employing your family members help you to shift income?

Tax Planning 52

Tax Planning Taxes Planning Accounting 52

Clever Girl Finance

SEPTEMBER 28, 2022

But did you know that there are barriers to self care that affect your wellbeing and finances as well as your mental and physical health too? Being aware of the common barriers to self care that impact your finances can help you live a better and more financially stable life. We all know the importance of self care. Overspending.

Budgeting 59

Budgeting Planning Accounting Banking 59

FMG

MAY 18, 2023

He is a huge part of our team at FMG, but when he isn’t crushing it at work, you can find him skateboarding, working on a podcast, spending time at church and a lot more! To learn more about John, you can keep reading! Where do you live, and what’s your favorite part about your city or state?

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Communication Management Marketing Marketing 52

Clever Girl Finance

JUNE 4, 2023

Even if you don't have a special reason for it, you can still use frugal grocery shopping tips to keep more of your money in your pocket! 18 Frugal grocery shopping tips to save money Expert tip What is the smallest amount you can spend on groceries each month? Can you spend only $100 on groceries?

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Food Budgeting Planning Sales 67