Financial Planning
Latest
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Extending Financial Planning’s Reach
Financial Advisers The challenge is to attract more women and minorities as professionals—and clients.
By Sandra Block Published
Financial Advisers -
There’s No Escaping Your Credit Score (So Make It Count)
Financial Planning Kiplinger’s credit expert, Lisa Gerstner, joins us to talk credit strategy. Also, a number of new electric cars hit the market this year. Will one work for Sandy?
By David Muhlbaum Published
Financial Planning -
National Taxpayer Advocate Erin M. Collins Wants to Help
Financial Planning Your tax dollars are at work funding a government bureau to help you deal with the IRS. Strange but true! Also, the price of Amazon is going up.
By David Muhlbaum Published
Financial Planning -
How to Prepare to Work with a Financial Planner
Financial Planning Start off on the right foot by getting your financial ducks in a row before your first meeting. Here are some handy pointers for kick-starting a productive relationship.
By Kevin R. Keller, CAE Published
Financial Planning -
How to Cut Your 2021 Tax Bill
Tax Breaks Our guidance could help you claim a higher refund or reduce the amount you owe.
By Sandra Block Published
Tax Breaks -
The Right Dividend Stock Fund for You
Becoming an Investor Dividend stock strategies come in many different flavors. Here's what to look for.
By Adam Shell Published
Becoming an Investor -
5 Stocks to Own for Decades
Becoming an Investor Companies that can achieve spectacular business success are innovators with big ideas and mammoth potential markets.
By James K. Glassman Published
Becoming an Investor -
New Year's Resolutions to Set Retirees Up for a Successful 2022
happy retirement Here are five goals that will help you strengthen your finances and save more money.
By David Rodeck Published
happy retirement -
2021 Is Almost Over – But There’s Still Time for 5 Last-Minute Financial Moves
Financial Planning With the hustle and bustle of the holidays, it’s easy for any working professional to set aside their personal financial plans. But taking a few minutes now to review some key items may turn into long-term savings.
By Nathaniel Maiwald Published
Financial Planning