iOS app Android app

LearnVest is a program for your money. Read our stories, use our tools and talk to a Planner about getting a financial plan designed for you.

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 to Raise Investment-Savvy Children

(0) Comments | Posted April 24, 2015 | 4:59 PM

You send your kids to school to be book smart. You teach them life lessons so they'll be street smart.

But what's the best way to set them up to be money smart?

Startup investor and lawyer David W. Bianchi had this very question in mind in 2013 when he set...

Read Post

Health Care by Decade: A Guide to Protecting Your Health in Your 20s, 30s, 40s, and 50s

(0) Comments | Posted April 23, 2015 | 10:23 AM

Just like your 401(k), your health is a long-term investment that you really can't afford to push to the bottom of your priority list.

Yet knowing what steps to take in order to stay healthy isn't always obvious--thanks to all of the conflicting information out there.

Do you need a...

Read Post

7 Life Changes That Could Help Your Finances

(0) Comments | Posted April 20, 2015 | 10:24 PM

At first, Brian Carter's move to South Carolina seemed like an extreme measure to take in order to fix his finances.

After all, on the surface, he had a great life. He was living in sunny San Diego, married to his true love, and had a flexible work schedule as...

Read Post

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...

Read Post

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.


Read Post

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...

Read Post

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...

Read Post

'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...

Read Post

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...

Read Post

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...

Read Post

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...

Read Post

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...

Read Post

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...

Read Post

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...

Read Post

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...

Read Post

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...

Read Post

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...

Read Post

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...

Read Post

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...

Read Post

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...

Read Post