The Big Picture
SEPTEMBER 21, 2022
Consider : Questioning investors as to their risk tolerance does not typically result in an accurate description of their true tolerance for drawdowns and lower returns; instead, we get a number highly dependent upon the performance of equity markets over the prior three to six months.
Carson Wealth
JUNE 27, 2024
Set a Budget (and Stick to It) While seemingly a basic concept in the financial planning toolbox, a budget can uncover bad spending habits unbeknownst to people. Sticking to a budget allows you to monitor your finances and keep you on track. Start creating your budget by determining what your necessities, wants and savings.
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Clever Girl Finance
AUGUST 22, 2022
Create a budget. Try using something like the 50/30/20 budget. There are many other budgeting options, as well, like the 70/20/10 or the 30/30/30/10 budget. You can even create your own unique budget, but the really crucial thing is to organize your money. Create a budget that works for you.
Integrity Financial Planning
SEPTEMBER 26, 2022
For one person, that might mean reassessing their risk tolerance and portfolio holdings to make sure that they hold assets that will at least sustain their value or provide a safer return, such as an interest rate or a dividend yield. What Can We Expect from the Markets?
Carson Wealth
APRIL 25, 2024
Once you have your goals set, you can build your plan with any combination of the following elements: Budgeting and expense management: Create a detailed budget outlining income, expenses, and savings targets. Investment strategy: Determine asset allocation and investment vehicles aligned with risk tolerance and financial goals.
MainStreet Financial Planning
DECEMBER 20, 2023
Review your budget – Are there any new expenses that you need to add or anything that can be taken out such as any unused subscriptions? If you are unsure if your portfolio aligns with your risk tolerance, time horizon and goals, reach out to us at Mainstreet and we would be happy to help!
Clever Girl Finance
OCTOBER 14, 2022
So you need to be brutally honest with yourself about any outstanding debt , student loans, or high expenses that are hurting your budget. In order to combat this, take some time to make a budget. You also want to find a budgeting method that works for you because it will help you manage your money better. Are you overspending?
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