Creating Financial Plans

Subscribe to Creating Financial Plans RSS

How to Couple Your Money

Submitted by Taylor Schulte on Thursday, February 12, 2015 - 3:00pm

Valentine’s Day is of course an extremely popular day for marriage proposals. Regardless of which side of the engagement you’re on, consider when deciding to take that next big step how, when and where to wed not just each other, but also your finances.

Money Moves for Gen Y (Pt. 1)

Submitted by Jeff Rose on Thursday, February 26, 2015 - 3:00pm

Some young adults seem stuck: Baby boomers took the best of what’s available and those nearing middle age always stand in line just ahead of millennials. If you’re a millennial, born between 1980 and 2000, you just need to change habits and work harder on your finances.

Emotional Investing Cure

Submitted by Josh Patrick on Tuesday, February 24, 2015 - 12:00pm

Successful investing comes down to discipline. Why aren’t you reaping the returns you read about in the financial press? Your emotions get in the way. That’s what advisors are for – to help you stay the course and make rational decisions.

Easing the Money/Love Clash

Submitted by Eve Kaplan on Friday, February 13, 2015 - 12:00pm

Do you and your spouse ever scream at each other over spending? You’re not alone: More than one in four American couples fight about money. Just in time for Valentine’s Day, let’s see how one couple with severe financial differences avoided divorce.

The Wisdom of Eugene Fama

Submitted by Sheri Iannetta Cupo on Wednesday, February 11, 2015 - 9:00am

Eugene F. Fama is among the brightest lights in the economic firmament. Now, as a long and unbroken bull market dissolves into volatility, it’s a good time to reflect upon the wisdom of this University of Chicago professor and Nobel laureate.

Tech Makes Planning Easier

Submitted by John C. Fales on Monday, February 23, 2015 - 12:00pm

You’re scared of financial planning, convinced you can’t start to get your money in order without conquering a blizzard of forms or rummaging the bottom of your closet for lost records. What money moves do you put off because you fear the paperwork? Technology can help cut the stress of this vital process.

Making Your Goals Real

Submitted by Jim Blankenship on Monday, February 2, 2015 - 3:00pm

Establishing goals is the real meat of financial planning. Use any tactic to improve your odds of success, including an easy-to-remember catchphrase that outlines your plan and motivates you start to finish.

Your Advisor: Honest Opinions?

Submitted by Karl Schwartz on Friday, January 30, 2015 - 3:00pm

You’re in the middle of reviewing your finances with your advisor when you say you’ve got a chance to get in on the ground floor of a great new investment. Your advisor suddenly seems to cringe. How can an advisor best tell you that you have a lousy idea?

Pages