Clever Girl Finance

DECEMBER 1, 2022

Pay off debt. When you create a financial plan, be sure it includes a debt management system and how you'll pay off debt. Sadly, you can't really kick-start your financial future if you're carrying a ton of debt. Think about the reason for the investment, when you'll need the money, and what your risk tolerance is.

Financial Planning 105

Financial Planning Planning Budgeting Insurance 105

WiserAdvisor

JANUARY 23, 2024

Here are five steps you can take to gauge your financial advisor’s performance: Step 1: Evaluate the performance of your investment portfolio Assessing the performance of your investment portfolio is a critical aspect of managing your financial well-being and ensuring that your money is working effectively toward your goals.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40

Clever Girl Finance

APRIL 29, 2024

How to stop delaying financial decisions: To stop delaying important financial decisions, start by breaking down the actions you need to take into smaller, manageable steps. Educate yourself about the decisions you need to make, whether it’s investing, budgeting, or debt management, so you feel more confident and empowered.

Budgeting 104

Budgeting Planning Accounting Investments 104

WiserAdvisor

JULY 25, 2023

Hiring a financial advisor can provide several benefits that are essential for managing your financial well-being. The financial advisor is responsible for creating a well-diversified portfolio that generates inflation and risk-adjusted returns for the client.

Financial Advisor 52

Financial Advisor Communication Portfolio Financial Planning 52

Clever Girl Finance

MARCH 19, 2024

It’s simply a long-term, organized approach to money management. Pay off debt When you make your money plan, be sure it includes a debt management system and a plan for paying off debt. Sadly, you can’t really kick-start your financial future if you’re carrying a ton of debt.

Financial Planning 91

Financial Planning Planning Budgeting Retirement 91

WiserAdvisor

NOVEMBER 21, 2022

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. Here are some of the ways a CFP can help you grow and manage your finances: 1. Insurance planning and debt management.

Certified Financial Planner 40

Certified Financial Planner Financial Planner CFP Financial Planning 40

WiserAdvisor

JANUARY 16, 2024

Consider paying off your mortgage before retirement to manage this major financial commitment. To manage this portion of your budget effectively, plan your meals, explore cost-effective grocery options, and consider cooking at home. To secure a stable financial future, you must address outstanding debts before retiring.

Retirement Planning 40

Retirement Planning Retirement Planning Financial Advisor 40

WiserAdvisor

MARCH 28, 2024

You can also consolidate high-interest debt into a lower-interest loan or use balance transfers to streamline your repayment efforts and reduce overall interest costs. Additionally, you can consider consulting with a financial advisor or credit counselor to explore debt management strategies tailored to your unique situation.

Retirement 45

Retirement Financial Advisor Medical Healthcare 45

The Big Picture

JANUARY 27, 2025

The shop manages about well over $430 billion. I know there’s been a big rush into private credit and private debt over the past few years. They, they run a ton of money in order to manage their future liabilities as an insurer. Managing money and managing people is dramatically different.

Assets 148

Assets Insurance Management Investments 148