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

JANUARY 22, 2024

Money management includes things like setting up a budget or a better budget, monitoring your credit, and planning ahead with sinking funds for big expenses. You might do best with a strict plan for how every cent is used, as with the zero based budget. If they charge even for basic information, run the other direction!)

Budgeting 98

Budgeting Financial Counseling Debt Management Financial Advisor 98

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

Your Richest Life

JULY 2, 2024

When I started this business a decade ago, I wanted to give busy professionals access to financial planning services that would support their goals, and fit into their demanding schedules. In my blog posts, I talk a lot about the importance of reflecting on the past in financial planning. Your Richest Life is ten!

Financial Planner 59

Financial Planner Fee Only Financial Planning Financial Counseling 59

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.

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?” If you are in debt, you are not alone. The best part?

Debt Management 52

Debt Management Financial Counseling Budgeting Nonprofit 52

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 said, yes, I plan to. I go, good information has nothing to do with time. I say fantastic, but most people with separate accounts never had that conversation and that is the plan.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130