Clever Girl Finance

DECEMBER 16, 2023

If you don’t feel like you truly have a strong handle on your finances, one possible cause for that is using a budgeting method that doesn’t work. While not everyone needs a to-the-penny balanced budget, some type of budgeting strategy or template is really important if you want to know where your money is going month after month.

Budgeting 98

Budgeting Retirement Accounting Taxes 98

Zoe Financial

MAY 18, 2023

5 Reasons Why You Should Hire a Financial Advisor Published May 18th, 2023 Reading Time: 3 minutes Written by: The Zoe Team Hiring a financial advisor is a big decision that can be crucial in helping you grow your wealth and achieve your goals. Some questions that an advisor can help you answer are: How will the budget be handled?

Financial Advisor 75

Financial Advisor Retirement Budgeting Wealth Accumulation 75

WiserAdvisor

FEBRUARY 29, 2024

This can help optimize your wealth accumulation while mitigating unnecessary risks. They help you optimize tax planning Tax planning is an important aspect of financial planning that can significantly impact your long-term wealth accumulation.

Financial Advisor 45

Financial Advisor Retirement Asset Allocation Risk Tolerance 45

WiserAdvisor

MARCH 28, 2024

According to data from the first quarter of 2023, America’s 50-somethings were collectively carrying over $3 trillion in consumer debt, with mortgages comprising a substantial portion of this burden. As of May 2023, the average interest rate on credit card debt exceeded 22%, making it a formidable obstacle to overcome.

Retirement 45

Retirement Financial Advisor Medical Healthcare 45