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Farewell Mint: Top Budgeting Apps to Try Now

Dear Mr. Market

Dear Mr. Market: Budgeting apps play a vital role in helping us keep track of our spending, save for future goals, and maintain control over our financial health. Today, we dive into six promising alternatives: YNAB (You Need A Budget), PocketGuard, EveryDollar, Goodbudget, Honeydue, and NerdWallet.

Budgeting 108
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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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#FA Success Ep 301: Guiding Clients To Design Their Rich Life With A Focus On Spending Dials Not Goals, With Ramit Sethi

Nerd's Eye View

Ramit is the author of the New York Times’s bestselling book, I Will Teach You To Be Rich , and the owner of the online platform of the same name that offers financial education content and programs to consumers so they can get refocused on their personal finances and the things they love. Read More.

Clients 246
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Pro Tips for Using Client Education to Boost Financial Planning

eMoney Advisor

A few years ago, I had a eureka moment that changed the way our firm approached client education. Launching a Client Education Series Now that we’ve been doing this for a few years, our process has become a well-oiled machine. When the pandemic hit, we continued to offer these events, but they became quarterly webinars.

Education 103
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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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The 9 ‘Best’ Financial Advisor Conferences (For Scaling Up) In 2023

Nerd's Eye View

Along with a few other notable conferences for those looking for a good overall educational experience (for those who don’t yet want to get their CE online!),

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How To Create A Family Budget That Works For Your Family

Clever Girl Finance

In personal finance, where income, expenses, dreams, and aspirations converge, the budget emerges as a crucial tool. And when you have a family, creating a family budget becomes even more important. Table of contents What is a family budget? How does a typical family budget look? What is the average family monthly budget?