Clever Girl Finance

DECEMBER 1, 2022

Think about the reason for the investment, when you'll need the money, and what your risk tolerance is. You can sit down with a tax accountant or financial planner to help ensure your plan for taxes is adequate. A financial planner or estate lawyer can help you set things up correctly. Create an estate plan.

Financial Planning 105

Financial Planning Planning Budgeting Insurance 105

Clever Girl Finance

JANUARY 22, 2024

Don’t make any sudden decisions Before doing anything with your financial windfall, pause! Put the money into different types of bank accounts like savings or a money market account , and refrain from touching it during this waiting period. Be sure to discuss this with your financial planner or financial advisor for specific guidance.

Management 96

Management Certified Financial Planner Financial Planner Taxes 96

Carson Wealth

JANUARY 17, 2023

A cash flow statement should show dollars in and dollars out of your personal financial cash flow. Income should include income from your job, interest from a bank, dividends from stocks, coupons from bonds and any gifts or other sources of cash flow.  .  . Align Your Portfolio with Your Risk Tolerance, Goals and Values  .

Retirement Planning 52

Retirement Planning Financial Planner Retirement Certified Financial Planner 52

Good Financial Cents

JULY 17, 2023

Certified Financial Planner Mark Davis suggests, “For those with an entrepreneurial spirit, starting a business or investing in profitable ventures can be a great way to generate substantial income. These accounts provide liquidity and are suitable for short-term financial goals or emergency funds.

Certified Financial Planner 69

Certified Financial Planner Wealth Accumulation Financial Planner Certification 69

Good Financial Cents

AUGUST 11, 2022

You can get some fiercely competitive interest rates by opening your savings account or CD with an online bank like Capital One 360 and CIT Bank. And since they are online, you should be able to bank with them no matter what state you live in. When I was a financial advisor, I was once referred to a couple who received a $1.5

Investing 110

Investing Investments Marketing Marketing 110

Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Good Financial Cents

JULY 3, 2023

O ne of my most favorite questions that I often get as a financial planner is “What’s your best rates on Roth IRA’s ?” However, this is only true if you invest in an IRA at your local bank. ” Coming in at a close second is, “What’s the best stock to buy right now?”

Retirement 77

Retirement Accounting Taxes Investments 77

Good Financial Cents

JULY 26, 2022

More recently, central banks printing money has also been a major driver of inflation. In order to make sound investment decisions, you need to have a firm understanding of your own finances and risk tolerance. It is usually measured as an annual percentage change. The best investment you can make is in yourself.”

Investing 69

Investing Investments Certified Financial Planner Financial Planner 69

BlueMind

MAY 10, 2022

Your early interactions must include more than just fact-finding or standard risk tolerance questionnaires, or formal information exchange. Financial Planning Questions To ensure you are asking meaningful questions, you need to prepare well in advance before kicking off the onboarding process.

Financial Planning 52

Financial Planning Clients Planning Financial Advisor 52

The Big Picture

DECEMBER 28, 2022

But a money market fund was sure to be a winner compared to the bank CDs that were limited by regulation to 5% interest. You could put together a portfolio that’s producing a very high income, and the banks that had all the money were limited to that 5.5%. This is plain vanilla on some money market fund. RITHOLTZ: Sure.

Management 189

Management Investments Investing Clients 189

Clever Girl Finance

MARCH 19, 2024

To create my budget, I go over my bank statements to make a list of all my regular outgoings. Think about the reason for the investment, when you’ll need the money, and what your risk tolerance is. A financial planner or an estate planning attorney can help you set things up correctly.

Financial Planning 91

Financial Planning Planning Budgeting Retirement 91

Sara Grillo

APRIL 10, 2023

It seems like everyone from the Senate Banking Committee to Reddit forums, everyone is buzzing about crypto this and crypto that. I don’t want to trash Central Banking, but now that we have blockchain technology we could replace it. I would like to see us move off of Central Banking. It’s not decentralized.

Investing 52

Investing Investments CFP Financial Advisor 52