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Budgeting For Couples: How To Budget As A Couple

Clever Girl Finance

Budgeting as a couple is critical in managing your household finances. Your budget not only allows you to plan and track where the money will be spent, but it enables you to direct the course of your finances together. It also helps you stay on the same page on your financial goals. What is the best budget for a married couple?

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The Accidental Financial Planner

Walkner Condon Financial Advisors

Affected by Finances Early in Life Growing up, Alicia watched her mom struggle with money and declare bankruptcy due to medical debt. By high school Alicia was financially independent. I thought financial services only entailed selling insurance or investments and I knew that was something that I didn’t want to do,” said Alicia.

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New Physician Financial Success Tips

Your Richest Life

After years of medical school, training and a lower salary, it can be jarring to finally get settled into a position (and a higher income.) If you’ve never been a consistent budgeter, you might fall into the same old habits – just with more money. But others will turn to a financial planner to help get their finances on track.

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Margaret’s Tragedy

Yardley Wealth Management

I would also recommend that Margaret enlist the help of a financial planner, who can help her set a budget and undertake the next step: detection. I don’t mean to sound negative, but it’s important to keep in mind that accidents and medical emergencies can happen to any one of us at any time.

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Why You Should Continue Meeting With Your Financial Advisor

WiserAdvisor

So, if you want a hassle-free financial journey, you can seek your advisor’s counsel and meet them on a regular basis. You need help creating a budget. Budgeting is one of the most important aspects of financial planning. When your income is nominal, you may be able to manage the entire budgeting process independently.

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Justin and Cecilia’s Uncertain Future

Yardley Wealth Management

They have two kids, one of whom had significant medical problems as a young child. The first step for Justin and Cecilia is to—wait for it—sit down with a financial planner. The important thing is to look to the future and never give up ( a nd talk to your financial planner)!

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How To Manage A Financial Windfall In 10 Steps

Clever Girl Finance

Consult with professionals for your windfall finance planning During the waiting period, consult with a certified financial planner , a financial advisor, and/or a CPA to determine what to do concerning taxes. Be sure to discuss this with your financial planner or financial advisor for specific guidance.