Blog

November 11, 2022

How Much Does a Financial Planner Cost?

If you’re planning to hire a financial planner, it’s essential to know how much they charge. Some planners work on a fee-only basis, while others are commission-based. The fee for a fee-only planner is generally higher than the fee for a commission-based advisor. Some hourly-based financial planners offer short-term advice. Fee-only financial planners charge more […]

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October 17, 2022

What Are the Main Aspects of a Financial Planner’s Salary?

There are a lot of facets that go into determining a financial planner’s salary. There are minimum guaranteed salaries, earnings potential, and job outlook. Listed below are the main aspects of a financial planner’s salary. To get a better understanding of these areas, read on. A financial planner’s salary depends on the type of experience, […]

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The Financial Planning Processes
October 13, 2022

The Financial Planning Processes

Financial planning involves setting goals and creating a plan to achieve them. The process should take into account your values and risk tolerance. It should also provide various options to help you meet your goals. Once you have decided on your goals, it is time to gather financial information. The next step is implementing the […]

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barry-bulakites
October 2, 2022

What Is Personal Financial Planning?

Personal financial planning is a process of managing one’s finances. This includes budgeting, saving, and investing. It also involves taking financial risks and future life events into consideration. It’s essential for anyone concerned about their finances to taking the time to plan ahead. There are many different types of personal financial planning. Budgeting Using a […]

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September 20, 2022

What Does a State Department of Finance Officer Make?

The average annual salary for a State Department of Finance Officer is $134,631. This is 95% above the national average. However, salary figures can vary widely by jurisdiction and are an approximation. Therefore, it’s essential to check with your employer for accurate information. In addition, the minimum wage for this position can be higher or […]

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Financial Management Officer Salary
September 8, 2022

Financial Management Officer Salary

A financial management officer’s salary can range from $112,003 to $168,005 per year. The median wage for this position is $140,004, with the top six percent earning more than $168,005. In 2018, this position’s average federal tax rate was twenty-four percent. This means an individual in this position could expect to take home $112,114 a […]

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5-factors-driving-financial-services-industry-growth
August 31, 2022

5 Factors Driving Financial Services Industry Growth

Several factors are driving the growth of the financial services industry. These include adopting new and emerging technologies, investments in digital technology, and mergers and acquisitions. In addition, many companies face challenges such as talent shortages. However, there is good news: these challenges can be addressed. Here are some of them: Investment in digital technologies […]

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CPA Accounting Professional
August 4, 2022

How to Become a CPA Accounting Professional

The CPA Accounting Professional has four parts: regulation, financial accounting, financial reporting, auditing, attestation, and business environment and concepts. Each section has a different number of testers and 62–76 multiple-choice questions and 4–8 task-based simulations that test your accounting skills in the real world. You will have three choices for the written communication tasks in the […]

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barry-bulakites
July 21, 2022

How to Become a CPA

There are several ways to become a CPA. Some of them include earning a bachelor’s degree, getting work experience, or taking the CPA exam. Regardless of your choice, you will want to follow the steps listed below to get the most benefits from your training. After reading through this guide, you’ll be well on your […]

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June 28, 2022

The Role of a Licensed Financial Consultant

  Barry Bulakites asserts that, what is the role of a licensed financial consultant? What educational requirements do you need to become a licensed financial consultant? What is a financial consultant’s fiduciary duty? And what are the compensation options? The answer is an impressive mix. Read on to learn more. We’ve listed the benefits of […]

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