Financial Planning
Latest
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ABLE Accounts Give Disabled More Financial Freedom
Financial Planning People with disabilities, and their families, can save for a variety of expenses in these tax-advantaged accounts.
By Emma Patch Published
Financial Planning -
Smart Strategies for Couples Who Run a Business Together
Financial Planning Starting an enterprise with a spouse requires balancing two partnerships: the marriage and the business. And the stakes are never higher.
By Alina Tugend Published
Financial Planning -
Double Your ESG Impact With Funds Tied to Charities
Financial Planning A growing number of funds donate directly to causes you might care about. Are they good investments?
By Ellen B. Kennedy Published
Financial Planning -
Build an Inflation Hedge Around Retirement
Financial Planning Inflation brings two headaches for retirees: stretching a fixed income to meet rapidly rising prices and investing a retirement savings portfolio so that it keeps pace with the higher cost of living. Here are some strategies to avoid the pain.
By David Rodeck Published
Financial Planning -
The Fallout From Ukraine
economy Russia and Ukraine represent only a tiny portion of U.S. trade directly, but the impact of the invasion (and sanctions) is being felt by consumers here.
By Mark Solheim Published
economy -
Are You Paying Too Much for Financial Advice?
Financial Planning Paying fees based on your assets under management may be costing you dearly, in more ways than one. Here’s why. Want a better deal? Consider a flat fee method instead.
By Brent Weiss, CFP®, ChFC® Published
Financial Planning -
How to Motivate Kids to Save
personal finance It's not easy teaching your child to save. Here are some ways readers have incentivized their kids to keep track of their finances.
By Janet Bodnar Published
personal finance -
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