Clever Girl Finance

DECEMBER 1, 2022

In this article, I’ll take you through everything you need to know in order to plan for your financial future. The right type of insurance coverage (Life, health, disability, home, etc.). Think about the reason for the investment, when you'll need the money, and what your risk tolerance is.

Financial Planning 105

Financial Planning Planning Budgeting Insurance 105

Good Financial Cents

FEBRUARY 1, 2023

This article will provide an overview of the different types of guaranteed interest accounts, their advantages, and tips for choosing the best option. But with so many options, it’s important to research, compare products and select an investment that fits your risk tolerance level and goals. Cited Research Articles 1.

Accounting 94

Accounting Investments Investing Insurance 94

Harness Wealth

DECEMBER 19, 2022

In this article, we discuss why you should: Create a complete picture of your personal net worth. You and your partner may want to change your joint financial situation to accommodate future medical expenses, insurance coverage, or purchasing a home. Find the right strategy for your equity holdings.

Taxes 52

Taxes Assets Insurance Coverage Financial Planning 52

Clever Girl Finance

MARCH 19, 2024

Articles related to planning your finances Create a solid financial plan and it will help you become financially successful This probably won’t come as a surprise, but everyone’s money plan looks different. In this article, I’ll explain everything you need to know to plan for your future (I follow these same steps for my own finances).

Financial Planning 91

Financial Planning Planning Budgeting Retirement 91

WiserAdvisor

MARCH 13, 2024

This article will discuss the five pillars of retirement planning and why they are a critical component of your retirement plan. At its core, investment planning ensures that your financial resources are strategically allocated to various asset classes in accordance with your risk tolerance and investment objectives.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Clever Girl Finance

APRIL 29, 2024

Articles related to making good money choices You can recover from bad financial decisions! Advisors help you set up an investment portfolio based on your risk tolerance and individual situation. Next assess your current life to determine what insurance gaps you have. What is the best financial decision?

Budgeting 104

Budgeting Planning Accounting Investments 104

WiserAdvisor

JANUARY 10, 2023

This article discusses 6 New Year financial resolutions that you can consider adopting to help you build a safer and more secure financial strategy for 2023. Pick a low-risk option that shields your money from market ups and downs. In addition, ensure you have adequate insurance coverage. Create a budget and stick to it.

Estate Planning 40

Estate Planning Retirement Budgeting Financial Advisor 40