Clever Girl Finance

JANUARY 22, 2024

Expert tip: Leverage budgeting tips from counseling to improve your finances In addition to seeking out professional help with your finances, it’s a good ideas to take extra steps on your own to learn more about your money. The good news is that you can find places that offer free counseling and information.

Budgeting 90

Budgeting Financial Counseling Debt Management Financial Advisor 90

Your Richest Life

JULY 2, 2024

Speaking to groups like the UT San Antonio Gastroenterology Fellowship, CUSM’s (Medical School) Financial Literacy Interest Group, Destination DC and Texas A&M about financial planning. For more information on the services offered, contact Katie today. Publishing more than 220 articles for the Your Richest Life blog.

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Clever Girl Finance

JANUARY 26, 2024

Credit cards: A list of your credit cards, including information on your balances, interest rates, and monthly payment dates for each. Lastly, if student loans are a factor, look into student loan counseling. A certified counselor can analyze your finances and provide you with information on student loan repayment plans or options.

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eMoney Advisor

DECEMBER 5, 2022

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. Using communication skills derived from financial counseling , learn what would be a win for each of the partners.

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Fortune Financial

JANUARY 11, 2024

This foundational step ensures employees are informed about what is available from day one. Our team at Fortune Financial conducts interactive educational workshops for organizations and their employees. Digital platforms like intranets, emails and specialized apps conveniently share information about benefits.

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Retirement Planning Education Insurance Retirement 59

Nationwide Financial

NOVEMBER 10, 2022

For more details on eligibility and how to apply for these benefits, you can send your clients to VA Aid And Attendance Benefits And Housebound Allowance for more information. Financial scams targeting veterans. This information is general in nature and is not intended to be tax, legal, accounting or other professional advice.

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The Big Picture

JUNE 6, 2023

Stanford BA Information and Society with a minor in psychology, a master’s in social psychology and interpersonal processes. I go, good information has nothing to do with time. What sort of advice would you give to a recent college grad who is interested in a career in either financial counseling or investing?

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