Blog

Barry Bulakites
May 10, 2023

Financial Planning in Business

Financial planning in business is necessary to forecast future revenues, determine how best to use resources, and support the company’s short- and long-range objectives. Well-prepared projections help reassure lenders and investors, too. Traditional financial planning relied on many spreadsheets, but this approach needs to be more agile and accurate for today’s business. Planful offers a […]

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Financial Services Industry Trends
May 1, 2023

Financial Management in the Air Force

Leads, plans, and accomplishes financial management activities in support of daily operations and war-fighting missions. These include accounting liaison and pay services, budget preparation and execution, program, cost, economic analysis, non-appropriated fund oversight, audit management, bank liaison, policy and procedures, fiscal law, internal controls, and quality assurance. Individuals in this career field often interact with […]

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Barry Bulakites
April 10, 2023

Financial Consultant Job Description

A financial consultant is a professional who advises and guides clients on how to meet their financial goals. They provide various services, including building financial strategies, assessing client needs and staying abreast of economic conditions and financial markets. A financial consultant may work independently or as an employee of a company. They travel to clients’ […]

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January 9, 2023

Financial Services Industry Jobs

The financial services industry is broad and home to a wide range of job opportunities for aspiring and experienced professionals. For instance, there are Analysts, Angel investors, Stockbrokers, and Sales agents. And, for those interested in pursuing a career in IT, many positions are available in cybersecurity, fintech, and data science. Analysts Financial services analysts, […]

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Financial Services Industry Trends
December 19, 2022

Financial Services Industry Trends

Financial services industry trends include customer experience (CX), mobile-first design, and high-interest rates. These are important topics for many companies because they can help them stay ahead of the game and keep their customers happy. Mobile-first design Developing a website for mobile devices has become increasingly important. With more and more users turning to their […]

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Barry L. Bulakites
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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Barry Bulakites
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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Barry Bulakites
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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