Creating Financial Plans

Subscribe to Creating Financial Plans RSS

Risks at Market Peaks

Submitted by Joe Pitzl on Tuesday, April 7, 2015 - 3:00pm

Chasing a strong market is a lot like skiing a risky slope. The journey is thrilling, but perilous. Market highs often tempt investors to chase momentum, which sets them up for a dangerous fall. A less hazardous run is wisest for the long pull: Staying put and sticking to your risk level at all times.

Women’s Transitions: $ Moves

Submitted by Heidi Clute on Thursday, April 2, 2015 - 12:00pm

If you’re a woman facing new life challenges – a successful proprietor of a growing business, an heir with a recent windfall or perhaps someone dealing with a fresh change in marital status or a recently diagnosed illness — then you’re in transition. You need to realize that you now have special financial needs.

Planning for Fiscal Fitness

Submitted by Joseph A. Clark on Friday, April 17, 2015 - 3:00pm

Waking up early in the dark morning and heading to the gym comes hard. Once your workout ends, though, you often begin the day with the payoff of a tremendous energy boost. Can the same process apply to your finances?

Tracking Your Net Worth

Submitted by Mariza Wultsch on Tuesday, March 17, 2015 - 3:00pm

Your net worth is a barometer of your financial health. Regularly checking this number helps you assess where you’re at, measure your progress toward your goals and build a financial plan.

When to Get an Advisor?

Submitted by Jordan Mills on Tuesday, March 10, 2015 - 3:00pm

Taking care of your finances is your responsibility, but you don’t have to do it alone. An advisor, or better yet, a certified financial planner, comes in useful anytime, especially when changes in life create new financial obligations and challenges.