Creating Financial Plans

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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.

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.

$ 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.