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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 23-33
  • Retirement: How to set a nest-egg goal

    Kiplinger's Personal Finance Less than one-third of middle-class Americans age 40 to 59 have a written retirement plan, according to a recent study by Wells Fargo. "People are saving blindly. There's no sense of how they're doing or where they are trying...
  • Retirement: starting over in a new job

    Kiplinger's Personal Finance When a new company took over the packaging company where Pat Baines was vice-president and asked him to transfer from Charlotte, N.C., to California, he chose early retirement, at age 62. That early retirement, plus paying...
  • The fallacy of Financial Literacy Month

    April is Financial Literacy Month and to mark the occasion, the National Foundation for Credit Counseling released a new survey about our money habits and our feelings about our financial lives. The survey found that 41 percent of respondents would...
  • 14 money tips for 2014

    I gave you an adequate re-entry period from the holidays. Now, it's time to get back to business and start the new year off on the right foot. 1. Track your expenses. Almost every financial plan starts with this most dreaded task. The good news is that...
  • 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...
  • Investment advice for small investors

    I have been fielding a number of questions lately that go something like this: "I have just retired/I am just starting out and need help with managing my money, but it doesn't seem like most brokers or advisors want to work with smaller clients. What...
  • You're ready to retire -- your spouse is not

    My dear aunt came to her career late after a long marriage and raising several children, so she expects to work for quite a few more years. In her 60s, she had to end a relationship because he was retired and wanted to travel and relax, while she had...
  • Business profile: My College Planning Team

    Business profile: My College Planning Team
    Name of owners: Jack Schacht and Stephanie Kennedy Hometown: Wheaton Name of business: My College Planning Team Describe what you do/sell/serve: We help families protect their retirement funds, reduce college costs, and increase financial awards,...
  • Mandatory 'divorce class' is divorced from reality

    Mandatory 'divorce class' is divorced from reality
    I wish I had higher hopes for the mandatory class Oklahoma is now requiring couples to take before the state will grant them a divorce. On the one hand: "The program will cover resources available for families on subjects that include substance abuse,...
  • When caring for a loved one, too many caregivers go it alone

    Harvard Health Blog History is repeating itself in my family. My mother has Parkinson's disease, and my father is her caregiver. Forty years ago, my mom was the caregiver for her own mother, who had advanced Parkinson's disease and dementia. I didn't...
  • Father's Day financial advice

    This is my first Father's Day without a father. My father died last November and since then, I have missed talking to him about all of the everyday stuff that we both loved--markets, sports, or a rerun of a favorite "Odd Couple" episode. My father...