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  2. Personal finance - Wikipedia

    en.wikipedia.org/wiki/Personal_finance

    Critical areas of personal financial planning, as suggested by the Financial Planning Standards Board, are: [21] Financial position: Financial position is concerned with understanding the personal resources available by examining net worth and household cash flow. Net worth is a person's balance sheet, calculated by adding up all assets under ...

  3. I’m a Banking Expert: 6 Mistakes People Make at the Bank ...

    www.aol.com/finance/m-banking-expert-6-mistakes...

    Many clients overlook consulting their bank manager or financial adviser for personalized advice, information about new financial products and at times negotiating better terms on accounts. If you ...

  4. Business credit cards vs. personal credit cards - AOL

    www.aol.com/finance/business-credit-cards-vs...

    When choosing between a business credit card and a personal credit card, consider your means of income as well as your financial needs and spending habits. Business credit cards can simplify ...

  5. Financial planner - Wikipedia

    en.wikipedia.org/wiki/Financial_planner

    Watered stock. v. t. e. A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: integrate into the range of professional services (eg ...

  6. Business card - Wikipedia

    en.wikipedia.org/wiki/Business_card

    A Oscar Friedheim card cutting and scoring machine from 1889, capable of producing up to 100,000 visiting and business cards a day. Business cards are cards bearing business information about a company or individual. [1] [2] They are shared during formal introductions as a convenience and a memory aid.

  7. How to find a trusted retirement advisor: Factors to consider ...

    www.aol.com/finance/how-to-find-a-retirement...

    For retirement planning, your advisor may spend between 14 and 20 hours per year. That works out to an annual cost of $4,200 and $6,000. Commission-based fee. A percentage or flat fee per trade ...

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