Creating Financial Plans

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Money Planning in 9 Steps

Submitted by Jeff Rose on Wednesday, August 26, 2015 - 3:00pm

Everybody wants a solid financial plan, yet more than 40% of Americans don’t have one. Unless you develop a formal strategy – such as a written plan – you might well find any financial goal elusive. Here are nine tips for planning.

Trek to Financial Wellness

Submitted by Rick Kahler on Monday, August 17, 2015 - 3:00pm

One of the most important financial journeys we can take is the path to financial wellness. Building financial security and independence, while certainly important, makes up only one slice of the whole financial wellness pie. Financial wellness also incorporates the ways that wealth and income affect our emotional and physical well-being.

How to Start Real Planning

Submitted by Ryan McGuire on Thursday, July 23, 2015 - 3:00pm

You’re way too busy. You’ll take care of that next month. These words probably cross your mind when you face difficult or time-consuming tasks – including financial decisions. Bad move, and here are easy first steps to finally end procrastinating about your money.

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.

Your First Planning Question

Submitted by Maureen Crimmins on Monday, August 24, 2015 - 12:00pm

When you start formalizing what to do with your money, what should you think about first? Determining what will matter most to you at different stages of your life is crucial to developing a financial plan. Not everyone has the same opinion or values: One person’s forgettable toy is another’s indispensable treasure.

How to Get Lifetime Security

Submitted by Gary Brooks on Thursday, July 16, 2015 - 3:00pm

Your financial planning and investment management often require solutions unique to you. Several key tenets of personal finance require no customizing, though. If you can follow these principles, you enjoy a better chance of financial security.

Women Investors: 5 Tips

Submitted by Hilary Hendershott on Wednesday, July 15, 2015 - 12:00pm

Which gender succeeds more when investing? Women invest every bit as shrewdly as men, despite some self-imposed handicaps – such as believing that finance is men’s work. If you’re a woman looking to sharpen your market skills and confidence, here are a handful of points to keep in mind.