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Weekend Reading For Financial Planners (December 14–15)

Nerd's Eye View

Also in industry news this week: While the SEC has had the power to restrict mandatory arbitration clauses in RIA client agreements for more than a decade, an advisory committee meeting this week suggests support for such a measure isn't unanimous CFP Board saw a record number of exam-takers during 2024, reflecting recognition of the professional and (..)

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Weekend Reading For Financial Planners (February 24-25)

Nerd's Eye View

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

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How To Use Budget Categories

Clever Girl Finance

Love it or hate it, if you want to be financially successful, you need to budget your money and success with budgeting means understanding budget categories. So, let’s talk about the various categories that you might need, including a budget categories list! How many categories should I have for a budget?

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Budgeting With An Irregular Income: 5 Success Tips

Clever Girl Finance

Whether you’re working for yourself or have an irregular job schedule, budgeting on an irregular income can be tough. But creating a budget for this type of income is easy to learn! Table of contents Budgeting when you have an irregular income 1. Create your baseline budget 2. Can you budget with an irregular income?

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How Amazon Become Ordinary

The Big Picture

I’ve been an Amazon customer since my college roommate gave me a gift certificate in 1998. Between my home and office, I spend an obscene percentage of my discretionary budget at Amazon. Let’s use Amazon as an example, but we could easily run the same exercise for all six of the behemoths. ~~~.

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The 16 Best Jobs For Moms With No Degree

Clever Girl Finance

Requirements: Strong communication skills Some employers may require sales associate certifications 4. Requirements: Physical fitness skills Relevant certifications 6. Requirements: Fluency in language(s) other than English May require a certification 7. Start by creating a single-mom budget.

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11 Financial Tips for Starting a Family

MainStreet Financial Planning

Make a new baby budget. Stay on track with this New Baby Budget Guide. You can request a social security number along with your baby’s birth certificate. If you need some guidance creating your New Baby Budget we can help! Explore the childcare options available to you and choose an option that is affordable for you.