Nerd's Eye View

AUGUST 22, 2023

In this episode, we talk in-depth about how, in 2001, Cary left her Director of Marketing role at Lord Abbett selling mutual funds and in the face of the tech crash realized that mutual fund companies were so cutting their marketing budgets that she may as well just launch her own advisory practice instead, how after years of growing successfully on (..)

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Your Richest Life

JUNE 3, 2024

And you work that into your budget to make sure you’re allocating more funds to those accounts for the rest of the year. Review your budget According to the CFP Board , 59 percent of Americans are not tracking their spending, and two in five people have never had a budget. Your budget is meant to support those goals.

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Budgeting Taxes Retirement CFP 97

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

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Million Dollar Round Table (MDRT)

MAY 12, 2024

By Kennedy Sumarlie, CFP A year ago, I was talking to Mr. Prospect and his wife, who is a foreign citizen, regarding the importance of health insurance. It’s unfortunate that Mr. Prospect, who should be focusing on healing, instead is worried about the burden of health costs on his household budget.

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MainStreet Financial Planning

NOVEMBER 8, 2023

31, 2023 Hosted by: Anna Sergunina , CFP® It’s always disappointing when a popular and useful service like Mint decides to shut down. Many loyal users have come to rely on Mint for their budgeting and financial management needs. Mint.com is Shutting Down on Dec. 31, 2023 appeared first on MainStreet Financial Planning.

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MainStreet Financial Planning

JANUARY 31, 2025

My husband and I had spent 11+ years dealing with private school tuition for our sons, so we finally had some breathing room in our budget to tackle this deferred home maintenance. The post How a CFP Finances a Home Project appeared first on MainStreet Financial Planning. My kitchen remodel was 99.9%

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Your Richest Life

MARCH 15, 2023

Planning means including a set amount into your budget each month for fun purchases, or creating savings funds for those extras that you really want. When you’ve built a “treat yourself” fund into your budget, you know exactly how much you can spend without blowing your financial plans. This achieves a couple different things.

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MainStreet Financial Planning

AUGUST 2, 2024

AGE 13 -18 Money Skills for Teens: These Are The Things About Money Management and Personal Finance You Must Know But They Didn’t Teach You in School by Emily Carter – A comprehensive guide to help your teen achieve financial mastery, covering everything from earning and saving to investing and budgeting.

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Your Richest Life

FEBRUARY 24, 2025

Managing Investments During a Financial Crisis About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning. For more information on the services offered, contact Katie today.

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MainStreet Financial Planning

JANUARY 18, 2023

Review your budget and increase contributions with pay increases or bonuses if you can. The post How a CFP® saves for college education expenses appeared first on MainStreet Financial Planning. Offer family and friends the opportunity to contribute to the 529 plan for birthdays, holidays, and other special occasions.

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International College of Financial Planning

FEBRUARY 3, 2024

Following the announcement of the interim Budget, the Indian stock markets traded more or less flat as there were no shocks or surprises for the market– rather the focus was kept on inclusive growth and prosperity with fiscal prudence. The Budget presents encouraging fiscal indicators, with a notable decrease in the fiscal deficit to 5.8%

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MainStreet Financial Planning

MAY 4, 2023

Exploring Retirement Housing Decisions Hosted by: Jennifer Bush, CFP® MainStreet Financial Planning As people approach retirement age, one of the most significant decisions they face is where and how they will live during their golden years.

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Your Richest Life

MAY 31, 2023

You can also set a budget each week or month for fun extras, like ice cream outings or passes to the local waterpark. While you’re preparing a budget for all those extra warm-weather activities, practice tracking everything you spend along the way. Plan ahead for your summer activities.

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Your Richest Life

JULY 29, 2022

Discuss the family budget with them, and allow them to have a hand in making decisions about the budget. Involving them in family money decisions shows them that it’s okay to talk about money, and teaches them how a budget works. This could be as simple as saying, “We have $50 for a fun family activity this month.

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Budgeting Accounting Education Fee Only 116

Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. Steve Sanduski. Learn more about Grace on LinkedIn. Taylor Schulte .

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Your Richest Life

DECEMBER 1, 2022

Try setting up automatic deposits to savings accounts, find a budget that works for you, or enlist an accountability partner to help you stay on track. Challenge yourself to invest more (if it makes sense for your situation,) or work with a CFP to grow your money even more. Let go when you need to. About Your Richest Life.

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XY Planning Network

MAY 22, 2023

Earlier this month XYPN members, Gerald Hendrik, CDFA® , and Ryan Foster, CFP® sat down with XYPN Field & Events Marketing Manager, Aimee Arnaud, to discuss just that.

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Carson Wealth

DECEMBER 1, 2022

CFP ® , Director of Consumer Investment Research. LLM, CFP ® , ChFC ® , CLU ® , RICP ® ,? If you learn to budget in your 20s, that habit will carry with you through your lifetime. Consider online budgeting tools , spreadsheets or even pen and a notebook. . Craig Lemoine, Ph.D., and Jamie Hopkins,?Esq.,

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Your Richest Life

MAY 16, 2023

If you’ve never been a consistent budgeter, you might fall into the same old habits – just with more money. About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future. In fact, sometimes more money can amplify those struggles.

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Carson Wealth

DECEMBER 10, 2024

By Brady Marlow, CFP, AEP, CAP, CPWA, CExP , Director, Carson Private Client Wealth Strategy The emotional and psychological benefits of charitable giving are well documented. Establish a Budget and Schedule for Giving One of your first tasks is to determine how much you are comfortable giving. Fund a specific event or project?

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Good Financial Cents

DECEMBER 14, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. A Bachelor’s degree in finance or a related field is required, and a CFP(Certified Financial Planner) certification is preferred for insurance advisors. Budget Analyst.

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MainStreet Financial Planning

JUNE 29, 2022

Creating and managing a simple budget. Budgets can be simple or complex but starting out it can be a simple list of “Money In” and “Money Out”. Two of my favorite cash flow/budgeting apps are: Mint – a free app that downloads and categorizes all your spending. Here is an article that Anna Sergunina, CFP® wrote.

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Your Richest Life

SEPTEMBER 12, 2022

That being said, travel prices are still about 17 percent higher than they were in 2019 , so make sure to leave some room in your budget if you haven’t traveled in awhile. The year-end spending can get out of hand for many families, but with all the uncertainty this year, it is even more important to create a budget and stick to it.

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Your Richest Life

APRIL 19, 2022

Books about mindset, budgeting and building wealth can apply to everyone, regardless of where you’re at now. This is a great read for anyone who isn’t really into budgeting. Mary Beth Storjohann, CFP®, is a speaker and writer who cuts through the fluff and gives clear, concise financial advice. .

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Your Richest Life

JANUARY 16, 2024

You Need a Budget and Monarch Money are a couple that I recommend. Come up with a budget Many people avoid budgets because they feel restrictive, but honestly, keeping a consistent budget offers a lot of freedom. When you keep up with your budget, you can build in opportunities for spending without guilt.

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Carson Wealth

SEPTEMBER 8, 2022

Ryan Yamada, CFP ® , Senior Wealth Planner. You’ve planned well, and you have your budget all laid out. We’ve all heard the conventional wisdom about claiming Social Security: you should wait as long as you can before claiming your benefit. Wait right up to age 70, if possible. But that may not be the right move for some.

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Your Richest Life

MAY 10, 2024

Americans will be traveling in record numbers this summer, and they plan to do it on a budget. Making budget-conscious choices: Summer 2024 Travel It’s going to be a big summer for travel, but many people are still feeling the strain of high prices and travel expenses. Due to inflation, points can lose their value over time.

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Your Richest Life

AUGUST 11, 2023

For more information on the services offered, contact Katie today.

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Your Richest Life

AUGUST 31, 2023

Here are some resources to help you assess your budget: Busting Top Budget Myths Budget Like a Pro in Six Steps – Part 1 Budget Like a Pro in Six Steps – Part 2 Prepare for holiday spending The average American family expected to spend $932 on holiday shopping in 2022, a number that has been steadily increasing over time.

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The Irrelevant Investor

JULY 30, 2019

The TL:DR is that the company behind the CFP certification, a designation that ought to signal trust and competence to consumers, has let some people with a checkered history use their letters. But no such disclosures were on the website where consumers can go to find a CFP ® professional. The Go-To Website Often Omits Red Flags.

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Harness Wealth

MAY 25, 2023

Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own.

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eMoney Advisor

NOVEMBER 7, 2022

Assist clients by specifying a purpose and plan for their donations with a gifting budget. I am joined by Joseph Buhrmann, CFP ® , CLU ® , ChFC ® to discuss how a robust and engaging planning platform can help facilitate planning discussions around transition by modeling some of life’s what-ifs.

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Tobias Financial

OCTOBER 16, 2024

In a recent Financial Advisor article, our Senior Wealth Advisor, Matt Saneholtz , CFA, CFP®, EA, was quoted on the implications of the Medicare industry upheaval during the upcoming open enrollment period. He shared his insights on the matter, discussing why Medigap may be a good option despite their high premiums.

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BlueMind

JULY 15, 2022

It is a constant expense that digs steadily into the budget and can be further exacerbated by cyber attacks. For a CFP (certified financial planner) or RIA, the obligation to acquire complete data and provide recommendations in accordance with it is even more crucial.

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Your Richest Life

SEPTEMBER 29, 2023

Look into what your payment amount will be, and how it will fit into your budget. Or, try to rework your budget to make more room for those payments. You can also review your budget and make room for the new payments. Check out my post about improving your budget here.

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Your Richest Life

NOVEMBER 22, 2023

At the end of the year, there’s a trend that happens for many people: a much more relaxed approach to spending and budgeting. However, if you approach sales with a strategy, you can save yourself money – without blowing your budget. For more information on the services offered, contact Katie today.

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Your Richest Life

MARCH 26, 2024

You might be surprised to find how much you can save just by canceling some subscriptions or cutting certain expenses out of your budget. Clean up your budget It doesn’t matter how much or how little money you’ve got – it still needs to be managed. And that’s why everyone needs a budget.

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