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LearnVest Planning Services is a registered investment adviser and subsidiary of LearnVest, Inc. that provides financial plans for its clients. LearnVest Planning Services and any third-parties listed, discussed, identified or otherwise appearing herein are separate and unaffiliated and are not responsible for each other’s products, services or policies.

Entries by LearnVest

How a Routine Health Exam Saved My Life -- and Bank Account

(0) Comments | Posted April 12, 2015 | 11:51 AM

In our Money Mic series, we hand over the podium to people with controversial views about money. These are their views, not ours, but we welcome your responses.

Today, one woman shares how an early-detection annual exam saved her life, and how the wise insurance decisions she made...

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5 Financial To-Dos to Check Off in 5 Minutes

(0) Comments | Posted April 9, 2015 | 10:52 AM

We all have financial goals: Pay off debt, plump up that nest egg, save for a much-needed springtime vacation ... just to name a few.

But even with a clear destination in mind, sometimes the path to achieving those goals can seem long -- and, frankly, winding.


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4 College Savings Mistakes Even Savvy Parents Make

(1) Comments | Posted April 2, 2015 | 5:24 PM

Arlene George assumed that her child's college education would come with a hefty price tag, so she started saving when her daughter, Aimee, was three months old.

Depending on what she could afford, George socked away between $50 to $200 a month, figuring that the funds would be enough to...

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Ask a CPA: 'How Do I Fix a Mistake on My Already-Filed Tax Return?'

(0) Comments | Posted April 1, 2015 | 7:13 PM

In our new "Ask a CPA" Q&A series, we're ceding the floor to a Certified Public Accountant, who will address some of the trickiest tax topics out there.

Today, Paula Marie Bruce, a CPA in Sausalito, Calif., explains how (and why) you should go about fixing an error on your tax...

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'Give Me a Break!' 11 Most Overlooked Tax Deductions and Credits

(7) Comments | Posted March 27, 2015 | 2:02 PM

Charitable donations, check. Student loan interest, check. Major medical expenses -- you've got a receipt for every doctor's visit.

With less than a month to go until Tax Day, you're probably zeroing in on anything that could help lower your tax bill.

But unless you're an expert when it comes...

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6 Tales of Tax-Time Blunders: 'The Major Mistake I'll Never Make Again'

(0) Comments | Posted March 26, 2015 | 1:25 PM

It's officially tax season -- that time of year when most people aim to sail through the onerous process as quickly as possible.

But there's a major downside to rushing.

Since it's probably safe to say that many of us haven't read the U.S. tax code verbatim, there's quite a...

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6 Money Myths for Millennials to Stop Believing

(4) Comments | Posted March 19, 2015 | 5:24 PM

Chances are you've fallen for at least one of them. We're talking about money myths -- those erroneous financial proclamations that get passed down from generation to generation as fact.

You know, things like "buying in bulk is always better" and "buy low and sell high" when investing.

But there's...

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How I Saved $70,000 to Send Two Kids to College

(6) Comments | Posted March 9, 2015 | 3:57 PM

In our Money Mic series, we hand over the podium to people with controversial views about money. These are their views, not ours, but we welcome your responses.

Today, one woman shares how she made saving for her kids' college education her top priority -- stashing away thousands...

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Countdown to Tax Day: A Six-Week Prep Guide for April 15

(0) Comments | Posted March 4, 2015 | 9:00 PM

It's six weeks until T-Day.

That's Tax Day for those of you who haven't given much thought to the yearly deadline.

While we're not quite there yet, crunch time is just around the corner -- unless you start gathering your materials and making some serious strides today.

To help you...

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How Men and Women Do Saving and Splurging Differently

(3) Comments | Posted February 26, 2015 | 4:03 PM

He spends, she spends!

When it comes to gender and money, there's no shortage of stats on how the sexes stack up.

But while you're probably used to hearing those differences dissected in discussions of salaries and pay inequality, it turns out there's a bit more to it; gender...

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9 Simple Money Moves You Can Make in 10 Minutes or Less

(0) Comments | Posted February 19, 2015 | 8:45 PM

Minding your money doesn't have to be time-consuming.

No, really!

There are plenty of quick and simple steps you can take that can have a positive impact on your financial wellbeing -- like these nine money to-dos that should take only ten minutes (or less!) of your time.

So what...

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Secrets of Success for Future Female Movers and Shakers

(0) Comments | Posted February 19, 2015 | 3:31 PM

Starting a business can be exciting, gratifying and absolutely terrifying -- all at the same time.

Just ask Claudia Chan.

After a nine-year stint at the helm of entertainment company Shecky's, Chan launched S.H.E. Global Media, an education platform designed to help empower women leaders.

She also organizes the...

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6 Common Myths About Financial Planning -- Busted

(1) Comments | Posted February 12, 2015 | 10:37 PM

In this era of DIY, we've grown accustomed to doing professional-level work on our own, whether it's concocting "Top Chef"-worthy weeknight meals, renovating our homes or crafting up a storm.

After all, can't you learn most things nowadays by pulling up a YouTube tutorial?

But not everything can be properly...

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Your Complete February 2015 Financial To-Do List

(1) Comments | Posted February 5, 2015 | 8:01 PM

It's February! The month when hearts, kisses and huggable stuffed animals abound -- and you're constantly reminded: All you need is love.

But we think there's something else you need, too. (Hint: It's green, not pink.)

You got it: money! And not just cash -- you'll also need the knowledge and...

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25 Financial Terms Everyone Should Know

(2) Comments | Posted January 29, 2015 | 9:44 AM

Do you know your AGI from your ARM from your PMI? Or does the mere mention of those acronyms make you go, "Huh?"

If you don't speak personal finance, don't worry -- we're here to help.

We know that managing your money can sometimes make you feel like you're learning a...

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5 Financial Habits You Should Adopt When You're Young

(0) Comments | Posted January 22, 2015 | 6:07 PM

How you handle your money early on in life -- from being a stickler about adhering to a monthly budget to starting to save for retirement as soon as possible -- can lay the groundwork for a strong financial future.

And it can be as simple as adopting these five...

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Your 12-Month Guide to Staying on the Right Financial Track in 2015

(0) Comments | Posted January 15, 2015 | 6:38 PM

Ah, January -- the time when we reminisce about the past year and vow to do better over the next 365 days.

Money, too, is never far from our minds during this season of contemplation.

According to a recent Fidelity study, about a third of the roughly 2,000 people...

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8 Steps to Building Better Financial Habits

(2) Comments | Posted January 8, 2015 | 9:52 AM

There's a reason why we talk about "building" good money habits, as opposed to just "having" them.

That's because, like every noble goal -- from flossing regularly to hitting the gym more often -- getting in the habit of making smart money choices on a consistent basis takes effort at...

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9 Bad Shopping Habits You Should Ditch by 30

(1) Comments | Posted December 18, 2014 | 3:51 PM

It's the holiday season, and you know what that means: It's time to talk strategy.

No, not the kind that will help you beat out the throngs of crazed shoppers to score the best deals on this year's hottest gifts.

We're talking about a strategy session to help you kick the not-so-stellar...

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Money To-Dos for Your 20s, 30s, 40s and 50s

(0) Comments | Posted December 11, 2014 | 3:08 PM

They say wisdom comes with age--but it's never too early (or late!) to start making smart money moves.

How do we know?

Well, after culling some of the most popular goals that our premium LearnVest users are working toward, we found that the more things change, the more things...

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