eMoney Advisor

DECEMBER 5, 2022

As a financial professional helping couples plan for the future, you have likely experienced the discomfort that can occur when conflict arises. By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan.

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

Clever Girl Finance

AUGUST 15, 2022

So that being said, the key ingredient to conquering finances in marriage is communication. You may have different spending habits, monthly expenses, and even communication skills when you first get married. Ways to communicate about finances in marriage. Do you dream of homeownership or plan to rent long-term?

Communication 94

Communication Accounting Budgeting Planning 94

Nationwide Financial

NOVEMBER 10, 2022

When engaging in financial planning with your veteran and military clients, there are many unique obstacles and situations to consider. Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S. Financial scams targeting veterans.

Financial Planning 52

Financial Planning Planning Education Clients 52

Fortune Financial

JANUARY 11, 2024

Maintaining this awareness is a continuous effort; keeping all employees up-to-date with regular communication about any changes or additions to the benefits is essential. Our team at Fortune Financial conducts interactive educational workshops for organizations and their employees.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

Clever Girl Finance

JANUARY 26, 2024

In addition to all of the resources available to help you develop your own plan to get out of debt, there are public agencies that can offer assistance, too. If you’ve never heard of this option, you may be wondering, “how does consumer credit counseling work?” Another option is bankruptcy counseling. The best part?

Debt Management 52

Debt Management Financial Counseling Budgeting Nonprofit 52

The Big Picture

JUNE 6, 2023

I said, yes, I plan to. I say fantastic, but most people with separate accounts never had that conversation and that is the plan. I remember where I was, they emailed me and it said, would you be interested in sitting down for a meeting and also should we communicate through you, or do you have representation? RITHOLTZ: Right.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130