Creating Financial Plans

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Robo Advice: Not a Threat

Submitted by Larry Light on Saturday, July 4, 2015 - 9:00am

Are human financial advisors doomed, as hordes of robo advisors smash their staid business model, where humans counsel clients in person? Robo advisors are online services that, assembling investment portfolios for clients using digital tools, charge a lot less than living, breathing planners.

$ Wisdom for New Grads

Submitted by Barry Glassman on Wednesday, June 24, 2015 - 3:00pm

Most recent American college grads never had a personal finance class yet will soon know the dizzying, dangerous euphoria of a regular paycheck. You still have time to give a grad a priceless gift: tools, tips and words of money wisdom on investing, debt and building real wealth.

Signs of a Good Money Track

Submitted by Andrew Comstock on Wednesday, July 1, 2015 - 12:00pm

A solid financial plan can help reduce stress in your life, but how do can you tell when you’re sticking to a plan? Here are some signs of progress, from your physical comfort to your spending and savings habits.

Current vs. Future Self

Submitted by Larry Light on Saturday, June 6, 2015 - 9:00am

The struggle between your current and your future self presents advisors with their hardest problem. For your own well-being, favoring the future you is the best choice. Trouble is, this is very hard to do.

3 Ways to Control Your Life

Submitted by Joe Pitzl on Friday, June 12, 2015 - 12:00pm

A good financial plan has philosophical underpinnings that go beyond how you allocate assets, pay for your child’s college, buy insurance coverage and all the rest. To get the most out of a plan, it’s vital to take control of your life psychologically. Here are three ways to do that.

Helping Those Left Behind

Submitted by Dan Crimmins on Friday, May 29, 2015 - 12:00pm

“There is no knowledge so hard to acquire,” said French Renaissance writer Michel de Montaigne, “as the knowledge of how to live this life well and naturally.” My dad, Robert J. Crimmins, died early this year after an extraordinary life, touching all who connected with him in his personal and professional paths. One of his many major important achievements: What he accomplished financially for my mom, his surviving spouse.

Downton Abbey, Women and $

Submitted by Claire Emory on Wednesday, May 27, 2015 - 3:00pm

Women’s financial independence has come very far since the old days. Yet when it comes to managing money, women still lag far behind men. The silver lining is they know what they don’t know and when to seek help.

Top Economy? Your Family’s

Submitted by Grant Webster on Thursday, May 21, 2015 - 12:00pm

Financial planning involves more than jerking your knee to the latest money headline. Sure, the world economy, the globe’s tribulations and the latest loud investing pundit try to make you panic. How you react is vital to your long-term financial health.