Why Financial Planinig is important

Over the years I’ve written several posts on this blog about the importance of personal financial planning. Now courtesy of NAPFA (National Association of Personal Financial Advisors, the largest organization of fee-only financial advisors in the country) I can show you. The infographic below does a great job of diagramming the need for financial planning and how the financial planning process works. The statistics are sobering and illustrate the need for many Americans to seek the help of a qualified financial planner.

Spotlight

Vestar Capital Partners

Welcome to Vestar. Vestar Capital Partners is a leading global private equity firm. For 20 years, we’ve been seeking out talented management teams and supporting their entrepreneurial dreams, allowing them to run their companies as owners, with an eye toward long-term value creation. Our investments in management have achieved a performance record that’s among the best in our field: More than 65 transactions completed, in companies with a total value of over $30 billion, with consistently excellent returns. We’re now on our fifth investment fund, managing a committed equity pool of $3.7 billion, with total assets under management of $7 billion. We can invest up to $700 million in a single transaction.

Other Infographics
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How To Create A Monthly Budget- Budget Planning

Infographic | January 23, 2020

Do you know where your money is going each month? Do you know where it went yesterday? It is really important to keep track of your expenses. It is useful to make a budget for your future planning. Tracking your spending helps you to identify the expenses and you can control it. If you know the reason for expanding your money, where you spend you can utilize your money in a good way.

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Infographic | May 6, 2020

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7 Banking Customer Experience Stats you Must Know

Infographic | December 1, 2019

In its latest research, Forrester reveals how Customer experience (CX) improvements drive revenue growth by creating loyal customers. The findings highlight that a single point improvement in a retail bank’s CX Index score could result in $124 million in increased revenue. These findings strengthen our conviction that fast, accurate and friendly customer service delivered as part of a unified banking experience across every interaction is a business imperative for banks.

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GAINING A SPECIALTY BANKING EDGE IN SMALL BUSINESS BANKING

Infographic | December 24, 2019

Small Business owners across the United States are asking for relationship-based services that local banks and credit unions already provide. By layering on digital innovation and tools, community based financial institutions are ready to compete in an often-overlooked segment.

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State of the Fintech Industry

Infographic | December 24, 2019

Tech firms have enjoyed a deluge of funding in the last few years. As discussed in our State of Venture Capital report, 2018, in particular, was a bumper year, with a total of $254 billion invested globally into ~18,000 startups through venture capital funds—a sharp increase of 46% from 2017’s total. Figures for 2019 are not yet completely finalized, but initial reports point to a slowdown in funding levels in the first half of the year and a mild rebound in Q3.

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How To Track Your Expenses- Finance Tracking

Infographic | January 23, 2020

Today, everything is money. It is an asset for both individual people and business firms. But, expenses are killing it. A wise way to money management is money control. But, how to control it? The answer is via expense tracking. Yes, tracking your monthly expenses will give you a brief insight into your money flow. It will help you make better decisions to save money deducting unwanted expenses.

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Spotlight

Vestar Capital Partners

Welcome to Vestar. Vestar Capital Partners is a leading global private equity firm. For 20 years, we’ve been seeking out talented management teams and supporting their entrepreneurial dreams, allowing them to run their companies as owners, with an eye toward long-term value creation. Our investments in management have achieved a performance record that’s among the best in our field: More than 65 transactions completed, in companies with a total value of over $30 billion, with consistently excellent returns. We’re now on our fifth investment fund, managing a committed equity pool of $3.7 billion, with total assets under management of $7 billion. We can invest up to $700 million in a single transaction.

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