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Financial Planning

A collection of news and information related to Financial Planning published by this site and its partners.

Top Financial Planning Articles

Displaying items 111-121
  • Financial planning advice for the year ahead

    Larry Swedroe, principal and director of research for Buckingham Asset Management, LLC, holds an investment philosophy similar to my own. He maintains an investment blog, "On Seeking Alpha," and at last year's end, Swedroe presented a series of three...
  • Save or spend? City has $7.1-million surplus

    A cautious Costa Mesa council is urging that the city not spend all of a $7.1-million budget surplus and instead shore up its reserves. Three of the five council members met Tuesday — Mayor Jim Righeimer and Councilman Gary Monahan were absent...
  • Medicaid's rules on income, assets

    Medicaid's rules on income, assets
    Q: Will I receive Medicaid if I am receiving monthly income from an annuity and have equity in my house? – No name given A: To qualify for Medicaid for 2013, the monthly income cap is $2,130. The equity in your home, up to $525,000 in 2013, can...
  • Financial planners field anxious queries from federal workers

    Financial planners field anxious queries from federal workers
    Most of the federal workers calling financial planner Stephen Zelcer have an observation and a question. They're worried Congress will kick off a shutdown sequel in January — and they want to know what, financially speaking, they should do to...
  • Steinberg: A look inside the agent game

    The end of the college football season occurs this weekend for some teams which means that the first group of athletes eligible for the draft can sign with agents. Securing new clients is the critical rite of passage for agents. There are many qualified...
  • Think Black Friday is best day to get a deal? Think again

     Think Black Friday is best day to get a deal? Think again
    As the hardiest of shoppers prepare for the annual Black Friday consumption frenzy, many are convinced it's their one shot at a great deal. But "that's not even close to the truth," said Matthew Ong, senior retail analyst at online personal finance...
  • Family finances: Our best ideas for managing your money

    These sites and services will help you manage your credit and improve your financial health. Plus we recommend the best banks for your needs and the best credit cards. -- A la carte financial planning. Choose from more than 300 certified financial...
  • City energy contracts go to official's former business partners

    City energy contracts go to official's former business partners
    Twice this year, the city has awarded no-bid energy consulting contracts to a Baltimore company recommended by the head of the city's energy office, who was once listed as a "special partner" in the firm. Bovaro Partners LLC has received renewable-...
  • A thoughtful gift can bring financial know-how

    Money gifts for your kids needn't be limited to a few crisp George Washingtons or chocolate coins wrapped in gold foil. If you're interested in shaping money-smart children so they'll grow into money-smart adults, there are many gifts that can help...
  • WWE Changes Up its Executive Roster as Company Looks to Future

    The faces look the same, their titles are now much different. WWE on Wednesday announced a significant change in its ranks, promoting three key executives who have helped grow the company over the last several years. Michelle Wilson, who had served as...
  • 501(c)(4) rules without teeth

    Last week the Internal Revenue Service and the Treasury Department published draft regulations for tax-exempt "social welfare" organizations that increasingly have become banks for anonymous political donations. But the regulations stop short of...