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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 Men and Women Do Saving and Splurging Differently

(2) Comments | Posted February 26, 2015 | 5:03 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 | 9:45 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 | 4:31 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

(0) Comments | Posted February 12, 2015 | 11:37 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 | 9:01 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 | 10:44 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 | 7:07 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 | 7:38 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 | 10:52 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 | 4:51 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 | 4:08 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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I Rebelled Against My Parents' Frugal Ways -- and Paid For It

(8) Comments | Posted December 7, 2014 | 12:24 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 her parents' once-embarrassing frugal tendencies are the very habits that she's now trying to emulate --...

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5 Ways a Holiday Savings Account Can Help Save Your Budget

(0) Comments | Posted December 4, 2014 | 3:46 PM

You know what they say: Nothing is certain in life except for death, taxes... and the pressure to overspend during the holidays.

Oh, wait. That's not how the maxim goes -- although maybe it should.

Because, sure enough, the season of financial temptations is right around the corner, which means...

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What It Takes to Banish Bad Money Habits

(0) Comments | Posted November 24, 2014 | 8:09 PM

If you've ever experienced a sense of euphoria after paying off your credit card in full or purchasing a piece of furniture that finally completes your living room, you know that our relationship to money isn't just a purely economical one.

There's a big psychological component, too.

And this is...

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You Can Train Your Brain to Make Smarter Money Decisions. Here's How

(1) Comments | Posted November 20, 2014 | 2:05 PM

They say money can't buy happiness, but who hasn't pictured how wonderful life could be if you bought that must-have tech gadget or new set of wheels?

Of course, you've probably also experienced the letdown that accompanies the realization that such purchases don't actually provide the lasting euphoria you'd imagined.

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8 Best Apps for Saving Big This Holiday Season

(0) Comments | Posted November 18, 2014 | 4:40 PM

Menus. Stocking stuffers. Festive décor. Travel plans.

The to-do lists you're already scribbling for the upcoming holiday season likely feel endless -- not to mention packed with pricey items to purchase.

Fortunately, you don't have to pay an arm and a leg -- or even full price -- to ensure...

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You're Finally Debt-Free. Now What?

(0) Comments | Posted November 13, 2014 | 9:19 PM

When Bianca Osbourne* went away to college, she had a lot of new experiences to acclimate to: living on her own, exploring a new city... and opening up her first credit card.

As soon as she turned 18, she was inundated with card offers and started spending like crazy --...

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The Career Confidence Cliff

(0) Comments | Posted November 12, 2014 | 3:00 PM

Picture two co-workers: While one is slightly timid about voicing opinions in meetings and spearheading projects, the other is clearly more ambitious, openly striving for a seat in the corner office someday.

Who's the man, and who's the woman?

Well, if the co-workers are relatively recent hires, there's a good...

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How to Trim $500 From Your Monthly Spending

(1) Comments | Posted November 4, 2014 | 2:04 PM


Think about how much sooner you might be able to accomplish those big financial goals you've been dreaming about -- buying a new car, saving up enough for a down payment on a house or finally finishing that home improvement project -- if...

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3 Crucial Money To-Dos for Every Decade of Life

(0) Comments | Posted October 30, 2014 | 4:47 PM

You know the saying, "Life is a marathon, not a sprint"? Well, it's actually a good money mantra, too.

Translation: All too often, we race through the nitty-gritty details of our finances and neglect to focus on crucial to-dos in the process -- like saving for retirement long before those...

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