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She Built a Virtual Financial Planning Firm for Millennials Before It Was Cool thinkadvisor.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from thinkadvisor.com Daily Mail and Mail on Sunday newspapers.
Advisors who ditch Wall Street wirehouses to become RIAs often push key tax questions to the back-burner — a bad financial move. financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.
Tips for couples looking to manage their finances together Share Updated: 3:56 AM PDT Apr 6, 2021 Kathryn Vasel, CNN Business Share Updated: 3:56 AM PDT Apr 6, 2021 Hide Transcript Show Transcript According to a survey by Charles Schwab, 59% of Americans are living paycheck to paycheck By trimming your expenses, you could add to your long term savings or get prepared for a special event. Moving into a smaller place or to another part of town could mean a huge savings for you. Real estate research company Yardy Matrix says the national average for rent is around $1460 per month. But sharing with a roommate or family member could greatly reduce that cost. If you own a home, the money from renting an extra room could go directly towards your mortgage. Is unlimited data necessary on your cell phone? If not, it may be time to look at a new cell phone plan. According to money talks news. Reducing your cell phone bill co ....
Tips for couples looking to manage their finances together ksbw.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ksbw.com Daily Mail and Mail on Sunday newspapers.
Financial Advisor Success Podcast! My guest on today’s podcast is Sophia Bera. Sophia is the founder of Gen Y Planning, an RIA based in Austin, Texas that serves just under 100 young professionals in their 20s, 30s, and 40s. What’s unique about Sophia, though, is that she was one of the first financial planners to launch a “location-independent” firm, specifically to serve Millennial clients using an up-front plus monthly retainer model that now averages $400 to $500 per month for each of her new clients… yet uses a one-page financial plan and an Action Checklist – not comprehensive financial planning software – to deliver ongoing financial planning value to her next-generation clientele. ....