Stories Related to I’m A Financial Planner: 6 Biggest Budgeting Mistakes Clients Make In Their First Year Of Retirement

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Wed, 08/28/2024 - 1:00pm

I’m a Financial Planner: 6 Biggest Budgeting Mistakes Clients Make in Their First Year of Retirement

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A financial planner shares the simple strategy she uses to help everyday Americans retire as millionaires
Start by knowing your net worth, then pay down debts, save monthly, keep your bills within your means, and set up a retirement fund.
09/11/2024 - 12:43 am | View Link
How to Find a Financial Advisor If You're Not Rich
Getting the right guidance early in the process can have the biggest impact on your ... Fee-based advisors bill their clients directly, and mistakes can happen. Some advisors are paid on a ...
09/9/2024 - 12:12 pm | View Link
What does a financial advisor do? Role and services explained
A financial advisor is a paid professional who provides insight and guidance to clients on various money ... a plan to reduce the amount you owe this year. At the same time, you may also want ...
09/9/2024 - 5:55 am | View Link
Why back-to-school season is a good time to talk about money with kids
While kids will likely make money mistakes, Paul Shelestowsky from Meridian Credit Union says a bit of education can lessen any major blows ...
09/5/2024 - 2:31 pm | View Link
I’m a Financial Planner: 6 Biggest Budgeting Mistakes Clients Make in Their First Year of Retirement
about the biggest budgeting mistakes they’ve seen people make upon retiring — and how to avoid them. Those who retire often think they’ll spend less money than they actually do. This could ...
08/28/2024 - 5:00 am | View Link
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