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Learning About Financial Planning


About Me

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.

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

Questions To Ask Yourself To Determine If You Need An Investment Advisor

If you are in your twenties and are already earning more than what most people do, it is normal to experience some form of investment vertigo where you do not understand how else to invest your money. If you are wanting to look ahead and start planning for savings and retirement, you might be wondering how to manage your money.  The best way to avoid this helplessness is by hiring an investment advisor. Read More 

Who Uses a 1031 DST Exchange?

DST 1031 properties are among the more attractive financial vehicles for folks who are trying to find tax-deferred ways to invest in real estate. You wonder, though, exactly who might invest in a DST 1031 exchange. Take a look at 5 types of people who may fall in love with this sort of investment. 1. Anyone Who Doesn't Want to Be a Landlord Folks who tell you to buy real estate as an investment sometimes forget to tell you some of the downsides. Read More