Clever Girl Finance

AUGUST 22, 2022

But wealth accumulation might be something you haven't thought about. But how do you create wealth? Is wealth accumulation only for the rich and famous? While some are born into it, many others spent a long time accumulating their wealth. What is wealth accumulation? Not at all!

Wealth Accumulation 105

Wealth Accumulation Budgeting Estate Planning Insurance 105

WiserAdvisor

MARCH 28, 2024

As you enter your 50s, the urgency of retirement savings becomes palpable. For those who find themselves behind on their retirement savings, the path ahead may seem daunting. However, despite the challenges, there are strategies to catch up on your retirement savings.

Retirement 45

Retirement Financial Advisor Medical Healthcare 45

Clever Girl Finance

JUNE 15, 2023

Should you have separate bank accounts, or do you want to consider opening a joint bank account ? Are you saving for retirement? In other words, are you preparing yourself for retirement? Although retirement may seem far off, it’ll give you a good perspective on your partner’s forward-thinking and planning for tomorrow.

Budgeting 95

Budgeting Planning Communication Retirement 95

Clever Girl Finance

DECEMBER 16, 2023

We all need an emergency fund, and to save more long-term (think: retirement). Don’t put it into a retirement account where you won’t be able to get the money out for years.) You can set up different types of bank accounts at the same bank for different types of sinking funds. Consider some of these ways to save.

Budgeting 96

Budgeting Retirement Accounting Taxes 96

Yardley Wealth Management

OCTOBER 13, 2021

There are simply too many variables: COVID-19, climate change, political action, the Federal Reserve, other central banks, consumer banks/lenders, consumers/borrowers, employers/producers, employees, investors (“the market”), sectors (such as real estate, commodities, and gold), the U.S. What If You’re Retired? So far, so good.

Retirement Planning 52

Retirement Planning Retirement Wealth Accumulation Wealth Management 52

Clever Girl Finance

FEBRUARY 20, 2024

Imagine the peace of mind you’d have, knowing that you have enough in your savings and retirement accounts to fund your lifestyle forever. One of the hallmarks of stealth wealth is living below your means , which can ultimately lead to financial security. Another client asked me to bank my hours and pay me bi-weekly to avoid bank fees.

Budgeting 97

Budgeting Accounting Assets Banking 97

WiserAdvisor

MARCH 19, 2024

The wealthy make strategic investments that help them grow their wealth, mitigate risks and minimize taxes. Rich individuals do not simply hoard their money in bank accounts. These investments serve not only to grow their wealth but also to protect it against market volatility and economic downturns.

Investments 45

Investments Investing Financial Advisor Taxes 45