Creating Financial Plans

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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.

What Tech Can’t Replace

Submitted by Lewis J. Walker on Friday, May 8, 2015 - 9:00am

My friend complained, “My smartphone is smarter than I am.” For all of its wonders, there is one thing that technology cannot replace: the human element, your being present face-to-face and not in cyberspace.

3 Retirement Savings Choices

Submitted by Jim Blankenship on Friday, May 15, 2015 - 12:00pm

We’ve all been there: scratching our heads wondering what to do with all the retirement savings accounts. Too many choices can be overwhelming, until you step back and realize that there are actually only three questions. Once you know this, starting to make decisions becomes much easier.

Clarifying a Complex Windfall

Submitted by Jeff Stimpson on Friday, May 8, 2015 - 12:00pm

A husband and wife not long into retirement age come together to a financial planner to map out the rest of their years together, a sensible move when trying to tame the future. Just one year later, the husband is dead and, for the first time in almost four decades, the widow faces a future without her spouse and an overload of complex finances.

Planning to Survive Disaster

Submitted by Joseph A. Clark on Thursday, May 7, 2015 - 12:00pm

Great financial planning requires you to employ two contrasting skills: Focus intently on your end objective, whether a comfortable retirement or a certain net worth; yet remain flexible for the inevitable bumps in the road. How can you balance the two? What financial tools can help you most?

Retiring Like Your Parents

Submitted by Cherice Chen on Thursday, April 30, 2015 - 12:00pm

Paul was a comfortably retired dad with a financially strapped son, whose own retirement prospects appeared dim. But grown sons too often don’t listen to their fathers. That’s why Paul called in his advisor to help his offspring, John.

How Risk Sways Investing

Submitted by Carolyn Kelly on Friday, May 1, 2015 - 3:00pm

We all know that the market is volatile with a lot of dizzying ups, downs and turns. On roller coasters, some of us enjoy the thrill and some find the ride terrifying. Ditto with stocks. Finding out how you tolerate market swings greatly helps set your direction of investing.

Gen Y Money To-Dos

Submitted by Taylor Schulte on Thursday, April 23, 2015 - 3:00pm

If you’re a millennial (born between 1980 and 2000, aka Gen Y), you face financial questions besides just getting through to next payday. Here’s how to seriously plan with your money.