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Comparison vs Purpose in Financial Planning: Forget the Joneses
Here are some steps to help you focus on the purpose of your own financial planning rather than comparing or trying to emulate what others are doing.
Three Planning Ideas to Make Your Money Last in Retirement
It’s National Retirement Security Month, a good time for everyone to consider developing strategies that help them outlive their retirement funds.
By Dylan Tyson Published
Do Alternative Investments Belong in Your Retirement Plan?
There’s a lot of promotion of ’alternative investments’ these days, from gold to real estate and even to Bitcoin. Are you missing out?
By Jerry Golden, Investment Adviser Representative Published
Long-Term Care Planning Protects You and Your Family
More likely than not, you’ll need some form of long-term care in retirement. Figuring out now how to handle the costs would be like building a fence around your retirement home.
By Tim Schultz, NSSA® Published
How Financial Planning Tech Can Help You Maximize Every Dollar
It's Financial Planning Month, so it’s a great time to explore how innovative technology can assist you when it comes to managing your savings and debt.
By Rose Palazzo Published
Three Ways to Maximize Your International Charitable Giving
With humanitarian crises growing, financial support is much needed and easily provided, but charitable givers should do their homework to ensure their donations go to trusted entities.
By Peter J. Klein, CFA®, CAP®, CSRIC®, CRPS® Published
A One-Time Financial Plan: Valuable or Dangerous?
Financial planning is not a set-it-and-forget-it exercise. While a one-time plan can help in the moment, ongoing financial planning rolls with your changes.
By Pam Krueger Published
Philanthropy Needs Innovation to Help With Social Problems
Big nonprofits get most of the money, while smaller ones struggle to gain a foothold, resulting in the same things being done the same way every year. New approaches could fix that.
By Shelley R. Sylva, Esq. Published
Being Rich vs. Being Wealthy: What’s the Difference?
It’s all about where you put the zeros — having a large bank account isn’t the same as having zero regrets and focusing on what brings you joy.
By Andrew Rosen, CFP®, CEP Last updated
If Social Security Gets Cut, What Will You Do?
Social Security could see a shortfall in 2033 if nothing is done to address funding. You can start planning now to shore up your retirement income.
By Edward Sota Published