Category: Students (page 1 of 4)

Finished College? Now What?

First, Congratulations, Class of 2024, for completing three to four years of all-nighters, cramming finals, and typing papers. Your friends and family members must be proud of all your accomplishments. However, the pandemic and the rising cost of goods and services, has created a  competitive market with many opportunities and jobs. There are several things […]

How to Use Financial Counseling and Coaching Skills to Help Your Clients?

We explore the transformative power of financial counseling and coaching with Saundra Davis, Executive Director and Founder of Sage Financial Solutions in San Francisco, California. With over 15 years of experience in helping individuals take control of their financial lives, Davis shares insights into the distinctions between financial coaching and counseling, the importance of understanding […]

How to Create a Balanced Budget?

Have you ever wondered where your money goes at the end of the month? Why are you having a difficult time affording something you need? That probably concerns the lack of budget creation and maintenance. Budgeting your money is tedious but necessary when saving for retirement or a big purchase. The following explains some of […]

Overcoming Resistance: How Financial Advisors Can Guide Clients Through Change

Financial advisors often encounter client resistance when implementing changes, even when these changes will benefit the client in the long run. This resistance stems from various factors, including fear of the unknown, lack of trust, emotional attachment to finances, and past experiences with money. Overcoming these challenges requires the client to understand themselves better and […]

How Financial Planners Help Clients Navigate Life Transitions

There will be a point in a client’s life when a transition occurs that can be a benefit or setback. For example, life transitions can include a job promotion, retirement, a job loss, marriage, divorce, or retirement. While these life events can be difficult or cause emotional distress, financial planners can assist clients in navigating […]

Fintech: The Future of the Financial Services Industry

Fintech constantly updates and provides new trends that improve how we complete everyday tasks, from tracking our finances to budgeting apps. In addition, these advances have provided more secure ways to store our personal information. In the last few decades, many technological advances were the latest trends that have become obsolete. For example, CDs and […]

Financial Success: Creating Effective Financial Goals for 2024

A new year brings a promise of new beginnings. Financial goals are often at the top of the list. However, creating financial goals can be one of the most difficult to accomplish since the individual must define and develop goals relating to their financial success. The following strategies provide tips to stay ahead of this […]

Conquering your New Year Resolutions: Strategies for Achieving Your Goals in 2024

It’s 2024! A new year, a new beginning, and a unique chance to accomplish your goals. We declare that you will start that business you have been putting off for several years or learning a new language. Although many of us start strong in January, the momentum goes on in February. However, once March comes […]

Goal Setting in Financial Planning: A Roadmap to Financial Success

Financial planning is a crucial aspect of achieving long-term financial stability and well-being. It involves establishing a comprehensive plan that aligns your financial goals with your current financial situation and risk tolerance. Goal setting plays a central role in financial planning, providing a clear direction and motivation to achieve your desired financial outcomes.   The […]

Strategies for Saving for Retirement While Paying Down Debt

In today’s fast-paced and constantly changing environment, you have many financial responsibilities, and saving for retirement may not be one on your list of priorities. Saving for retirement while paying down debt can be daunting, but it is possible. This article delves and provides strategies to effectively navigate the path to financial security, empowering you […]

Older posts