NORTHBOROUGH, MA/ACCESSWIRE/February 18, 2022/ A great financial advisor provides objective advice and support through life’s many challenges and changes. They can be the difference between making progress toward goals or remaining stagnant. For 15 years, Ryan Kittredge, a Certified Financial Planner, has served successful clients in and around Central andRead More →

Financial planning is a time-consuming process over many meetings. It needs questioning, contemplation, investigation, consideration. It’s not a process you always think of as part of the emergency services. I imagine the paramedics in their ambulance, followed by the Blood Bank motorcyclist, followed by a five-series BMW. They arrive atRead More →

The Urban League of Root & Kenosha is hosting a month-long Financial Literacy for Financial Freedom discussion series in February, starting Wednesday with Kenosha author Sharmain Harris. Residents can register to attend one of four lectures scheduled from 6-8 p.m. every Wednesday in February at the ULRK office, 1418 68thRead More →

Keith McConkey identified a gap in financial planning and literacy services PRESS RELEASEAUTHOR KEITH MCCONKEY*************************WELLAND – Welland Author, Mentor, Consultant and Certified Financial Planner Keith McConkey has launched the first in a series of books to inspire financial literacy. Life Simplified: Protect Your Retirement Income helps simplify the financial planningRead More →

In an effort to raise awareness of the importance of financial literacy for first-generation students, undergraduates of Dr. Robert Chatt’s Financial Management course at Westfield State University (WSU) and students of Dr. Mark Congdon Jr’s Advertising & PR Writing and The courses in advertising and public relations campaigns at theRead More →

You can’t have a financial plan without financial planning, but you don’t need a … [+] written plan for ongoing financial advice. getty Do you need a financial plan? Maybe not. A comprehensive written financial plan is a solid analysis at any given time. It differs from general finances Planning,Read More →

Ladder is a platform for publishing various picture books and online programs with the mission of empowering over one million children to become social entrepreneurs. Our current series features interviews from our interplanetary journalist Spiffy with inspiring social entrepreneurs and entrepreneurship ecosystem builders, who advance the UN SDGs. Happy toRead More →

Providing wealth management services is something all accounting firms should be doing for all clients who need them. My premise is that everyone needs some kind of financial planning; the scope and depth of the engagement will vary depending on the complexity, but all of your firm’s clients have financialRead More →

Modeling your cash flow is important, right down to the cost of your pet’s food, as your expenses are a reflection of your lifestyle. Plus, it helps your planner or “thinking partner” really get to know you. If a planner doesn’t have cash flow information, then the approach turns toRead More →

A financial plan is essential to achieving your financial goals. Let’s take all the jargon down by simply dropping off the entire financial planning process. By the end, you will know how and why to get started on your financial planning journey. 10 steps to a financial plan There areRead More →

Virojt Changyencham | time | Getty Images As of mid-September, 26.5 million Americans were receiving some form of unemployment assistance. Many families and individuals have been forced to deal with unforeseen health costs and uncertain education and childcare situations in their communities. Many Americans face a serious threat of financialRead More →

Opinions expressed by Contractor the contributors are theirs. You are reading Entrepreneur India, an international Entrepreneur Media franchise. It is often said that failure to plan is to plan to fail. These words couldn’t have been truer when it comes to saving and investing. Today income generation is happening, butRead More →

This may seem obvious, even simplistic. But having home equity and retirement accounts are essential for most families’ financial assets and, by extension, retirement security. According to a new study from the nonpartisan Employee Benefits Research Institute (EBRI), home equity and retirement accounts — 401(k)-type plans and IRAs — accountRead More →

What is a financial plan? A financial plan is a document that contains a person’s current financial situation and long-term monetary goals, along with strategies for achieving those goals. A financial plan begins with a thorough assessment of a person’s current financial situation and future expectations and can be createdRead More →

Are you financially secure? Almost all of the research conducted on the subject in recent years shows that most individuals are unable to demonstrate their financial security; especially in their retirement years. This only underscores the fact that achieving financial security is a difficult process that requires careful planning andRead More →