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Learning About Financial Planning

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Learning About Financial Planning

Hello, I'm Cynthia. I would like to welcome you to my site about financial planning. After heading off to college, I found my bank account dangerously low or in the negative far too often. I had enough funds to sustain my needs each month, so I set to work figuring out what happened. I developed a personal budget system that worked to keep money in my account while still being able to enjoy college life. I will talk more about this budgeting system, and its importance, on this website. I hope you will come by to learn how to get your finances in check as well. Thanks.

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Latest Posts

Why Retirement Planning Is a Wise Move for Your Future
23 October 2023

The earlier you start retirement planning, the mor …

When Should You Consider Individual Financial Planning?
3 March 2023

Making a financial plan can be both intimidating a …

What Type Of IRA Should You Use For Retirement Savings?
12 September 2022

Are you worried about not having enough money for …

Financial Planning for Young Couples: Do You Need Life Insurance?
1 June 2022

If you and your spouse are in your early thirties, …

3 Things Small Business Owners Should Consider When Designing A 401K Plan
15 February 2022

If you are a small business owner, it's likely tha …

Three Things To Ask Your Financial Adviser After Your Divorce

17 November 2017
 Categories: , Blog

After a divorce, there are certain moves that you should take to keep your finances as healthy as possible. One item to add to your to-do list is to meet with your financial adviser. A financial adviser can help you figure out what your next money moves should be. At your meeting, make sure to ask the following questions. 1. How Can You Get Your Retirement Savings Back on Track? Read More 

Just Starting Out? 4 Ways To Get Started On Financial Planning In Your 20s

2 August 2017
 Categories: , Blog

You may not find yourself thinking much about financial planning while still in your 20s. But this is a prime time to get the ball rolling and develop good financial habits that will last your whole life. So, along with studying and finding your way in your new career or workplace, here are 4 other manageable financial things you can do to set yourself up for life. Check Your Credit Read More 

Newly Wealthy? Use These Suggestions

27 June 2017
 Categories: , Blog

Having a lot of money can be thrilling, but if you've come into a lot of money recently, it can also generate a lot of stress. You might be able to identify a number of things you'd like to use the money for, but you may also fear spending it too quickly. To hold on to your new wealth and grow it even more if you can, you're going to need to use these suggestions. Read More 

Three Wealth Management Tips

7 June 2017
 Categories: , Blog

Managing your financial situation is a task that is one of the most important tasks for you to do. Improper management of one's wealth can lead to a host of complications that can lead to a significant decrease in one's quality of life. To help you with managing your personal wealth, there are guidelines that you will want to at least consider so that you can be as prepared as possible for getting the most out of your wealth. Read More 

Four Things You Need To Plan For Financially (And What Happens When You Don’t)

30 May 2017
 Categories: , Blog

Financial planning in life is more than month-to-month budgets and paychecks. There are four major milestones in everyone's life that require planning far in advance.  Most of these should apply to you, and as a young adult, you should make every effort to think and plan ahead. If you do not, there may be some unpleasant financial trouble ahead for you. College If your own parents did not plan ahead for college for you, then you have to plan ahead for it. Read More