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Financial Planning

HSAs Get Even Better
Financial Planning

HSAs Get Even Better

Workers have more options with flexible spending accounts, too.
July 2, 2020
Nursing in the Time of COVID-19
Financial Planning

Nursing in the Time of COVID-19

This health care professional warns that the pandemic will worsen the nursing shortage.
July 2, 2020
14 Social Security Tasks You Can Do Online
retirement

14 Social Security Tasks You Can Do Online

Why visit a government office to get your Social Security business done? You can do much of that online.
June 26, 2020
Buy Utilities for Defense and Income
Investing for Income

Buy Utilities for Defense and Income

This fund bets big on utilities with good growth prospects.
June 24, 2020
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Why 2020 Is an 'Unprecedented Opportunity' for a Roth IRA Conversion
retirement

Why 2020 Is an 'Unprecedented Opportunity' for a Roth IRA Conversion

Tax advisors say you can reduce your tax bill by 30% to 40% in this unprecedented time.
June 17, 2020

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Don't Go it Alone: 4 Benefits of Having a Financial Adviser
retirement

Don't Go it Alone: 4 Benefits of Having a Financial Adviser

With financial pressures mounting during the coronavirus pandemic, everyone could use a little help to stay on course with their retirement plans. Her…
June 4, 2020
Successful Retirement Plans Are Built on These 5 Pillars
retirement

Successful Retirement Plans Are Built on These 5 Pillars

Is your retirement plan solid? Check to see if you have all your bases covered, or whether your retirement "structure" is missing a key component.
May 29, 2020
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Gifts for Grads to Build Good Money Habits
college

Gifts for Grads to Build Good Money Habits

Today’s graduates aren’t destined to share the same fate as past generations, so it’s important for them to ramp up their money skills.
May 13, 2020
Does Your Financial Plan Fit on 1 Page? It Should. Here's How.
retirement

Does Your Financial Plan Fit on 1 Page? It Should. Here's How.

Software planning tools can be handy, but they can also be complex and end up steering you in the wrong direction. What may work better? A little face…
May 11, 2020
Animal Crossing: 9 Personal-Finance Lessons From Nintendo's Hit Game
spending

Animal Crossing: 9 Personal-Finance Lessons From Nintendo's Hit Game

The video game Animal Crossing: New Horizons has become a sensation in short order.
May 8, 2020
To Succeed, Small-Business Owners Need to Put Their Own Finances First
business

To Succeed, Small-Business Owners Need to Put Their Own Finances First

Many business owners put everything they have into their businesses, and in doing so forget to make a plan for their own personal finances. That's a b…
May 8, 2020
How Retirees Can Protect their Portfolios
investing

How Retirees Can Protect their Portfolios

Take these steps to help your retirement savings withstand the bear.
May 7, 2020
Too Many Financial Advisers 'Die with Their Boots On'
retirement

Too Many Financial Advisers 'Die with Their Boots On'

Does your financial adviser have a succession plan in place? Many don't, and that’s bad news for their clients. Here's what investors should do to pro…
April 29, 2020
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Extra Time on Your Hands? Use it Wisely to Tackle Your Financial To-Do List
retirement

Extra Time on Your Hands? Use it Wisely to Tackle Your Financial To-Do List

If you're worried about losing your job or seeing your income fall (or if you're just bored!), there's no better time than now to do all you can to so…
April 16, 2020
Is Your Adviser Using Fintech To Better Serve You, or a Larger Roster of Clients?
retirement

Is Your Adviser Using Fintech To Better Serve You, or a Larger Roster of Clients?

Smart use of technology can free up your adviser to do more for you. From enhanced communication to personalized updates and coaching, be sure to get …
April 14, 2020
Time-Tested Tactics to Build Your Wealth
investing

Time-Tested Tactics to Build Your Wealth

We have doled out a lot of good advice over the 70 years we’ve been publishing Kiplinger's Personal Finance magazine.
April 3, 2020
Retirees, Build a Financial Plan That’s Based on You
retirement

Retirees, Build a Financial Plan That’s Based on You

Financial life planning helps retirees identify their core values and connect them with their financial decisions and life goals.
April 2, 2020
Free Financial Advice for Americans Nationwide During Sixth Annual Financial Planning Days
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Free Financial Advice for Americans Nationwide During Sixth Annual Financial Planning Days

October 2015By CFP Board
April 1, 2020
Retirees, Pick the Perfect Financial Planner
retirement

Retirees, Pick the Perfect Financial Planner

When you’re trying to get a handle on your money, from investments and savings to figuring out retirement and preparing for your future, you might nee…
April 1, 2020
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Wealth Advisement Could Change Due to Coronavirus
retirement

Wealth Advisement Could Change Due to Coronavirus

Businesses of all types are adjusting to the new normal, and wealth advisory services are changing with the times, too. Some of these changes eventual…
April 1, 2020
When It Comes to Retirement, Look for a Plan, not a Pitch
retirement

When It Comes to Retirement, Look for a Plan, not a Pitch

Pick your plan, and your planner, with your eyes wide open. The ability to dig beneath the surface of a pitch can be a retirement saver's best friend.
March 31, 2020
Family Finances Are a Joint Project
savings

Family Finances Are a Joint Project

Make sure you have access to key accounts, and keep things as simple as possible.
March 5, 2020
Think Your DIY Retirement Plan Can Beat an Adviser?
retirement

Think Your DIY Retirement Plan Can Beat an Adviser?

Think again, according to studies by Vanguard and Morningstar. Maybe young, uncomplicated investors can get away with a passive plan, but you'd be sur…
February 19, 2020
Your Financial Planning Calendar for 2020
savings

Your Financial Planning Calendar for 2020

Whether or not you make financial New Year’s resolutions, you no doubt want to improve your bottom line in the coming year.
February 3, 2020
Which Robo Adviser Is Right for You?
investing

Which Robo Adviser Is Right for You?

We sift through the pros and cons of the growing number of low-cost digital advisers.
January 28, 2020