Financial Planning
Latest
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Smart Money Moves to Make Before Year End
Financial Planning You can take action now to lower your taxes, save money and enhance your finances for 2024.
By Donna LeValley Last updated
Financial Planning -
Tap Home Equity for Retirement Income
If you're looking for extra retirement income, it's worth checking close to home. We look at four ways to use your home equity as a source of regular income.
By Rivan V. Stinson Last updated
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Are There Cracks in Your Pension Plan?
retirement You're counting on pension benefits in retirement. But how secure is your pension plan? We offer some guidance, including a pension calculator, to help you find out.
By Alina Tugend Last updated
retirement -
Bigger Isn't Always Better When It Comes to Financial Advice
Here's why a smaller, independent adviser could be a better fit for your retirement-planning needs than the big-name institutions.
By Megan Clark, Investment Adviser Representative Last updated
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Minimizing Taxes When You Inherit Money
Financial Planning Some inherited assets are tax-friendly, but under new rules, others come with a hefty tax bill. We help you get the most out of a legacy.
By Sandra Block Last updated
Financial Planning -
Donor-Advised Funds: The Gift That Keeps on Giving
Financial Planning Expert guidance on how this charitable vehicle can make a difference.
By Emma Patch Published
Financial Planning -
Tax Breaks for College Finance with Kalman Chany
Paying for College Paying for (ever-pricier) college is a challenge that this consultant meets head on with highly specific guidance.
By David Muhlbaum Published
Paying for College -
Reading, Writing, and Personal Finance
Raising Money-Smart Kids A growing number of high schools are adding personal finance to their curriculum.
By Sandra Block Published
Raising Money-Smart Kids -
This Couple Tackles Love and Money as a Team
Getting Married Fyooz Financial, the husband and wife team of Dan and Natalie Slagle, have carved out a niche advising other couples with the money questions that come with pairing up. Also, where is this troubled stock market headed?
By David Muhlbaum Published
Getting Married