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#FA Success Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing, With Brenda Hiscock

Nerd's Eye View

We also talk about how, when Brenda realized she would have to take care of her younger sibling, she asked for help and her high school placed her in a cooperative education program that got her a job as a teller at a credit union which began her career in the financial services industry, how, later in her career, Brenda began a job in insurance (because (..)

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Retirement Algebra, Solving For U

Random Roger's Retirement Planning

An even tougher one, if you have medical issues, how expensive are they likely to be? I understand the difficulty of that one but if you're 50, overweight and taking a half dozen medications, you should plan on health stuff being very expensive. My 64 and 2 month number is $3049 which is where I get the $1524.50 number for her.

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4 Tips for Proper Tax Filing

Integrity Financial Planning

Confirm Your Numbers Make sure that your filing status, name, and the names and Social Security numbers of your dependents are accurate. It’s also not a bad idea to review the bank account numbers you included (some of those digits can be lengthy!). 5] Avoid Early Retirement Account Withdrawals if You Can!

Taxes 82
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10 Most Useful Personal Finance Ratios And How To Apply Them

Clever Girl Finance

The term personal finance ratios might be giving you flashbacks to math class. In mathematical terms, a ratio is essentially a way to compare two numbers to each other. Since personal finance is all about numbers, that can come in handy in many ways! However, their value tends to fluctuate more so it’s not a stable number).

Numbers 97
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Sinking Funds: Why You Need Them. How To Set Up Yours!

Clever Girl Finance

Divide the amount needed by the number of months. It also gives you the math formula to find the information you need if you prefer. Omni Calculator can help you with sinking fund amounts, but they also have a ton of other great financial calculators to help you run the numbers. What number of sinking funds? Absolutely!

Budgeting 105
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Transcript: Jonathan Clements

The Big Picture

Barry Ritholtz : The the funny thing is, the behavioral aspect of mutual funds seems to have been when people finally learn about a manager who’s put up great numbers, by the time it makes to make makes it to Forbes, hey, most of that run is probably over and a little mean reversion is about to kick in.

Investing 147
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14 Most Useful Personal Finance Ratios And How To Apply Them

Clever Girl Finance

The term personal finance ratios might give you flashbacks to math class, learning various formulas, equations, and ratios. In mathematical terms, a ratio is essentially a way to compare two numbers. Since finance is all about numbers, that can come in handy in many ways especially when making financial calculations!

Assets 98