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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 Not to Let Hidden Costs Turn You Into the Bank of Mom and Dad

(0) Comments | Posted May 21, 2015 | 12:25 PM

When Dave Joseph* sent his daughter off to West Virginia University almost four years ago, he gave her a credit card that was meant to be used only for emergencies.

Since her major living costs were covered -- she was living on campus and was on a meal plan --...

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'I've Raised Financially Positive Teens -- and I'm Proud of It

(0) Comments | Posted May 21, 2015 | 10:37 AM

Think back to how long it took you to fully embrace such smart money habits as balancing your budget, saving well and investing for the future.

If you're like most of us, it took a while, right?

The truth is that these all-important financial skills don't always come naturally or...

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What Retirement Really Looks Like When You Put Off Saving

(3) Comments | Posted May 15, 2015 | 7:32 PM

These days, turning 30 doesn't sound quite as grown up as it once did.

And that has a lot to do with the fact that 20-somethings are finding it hard to launch into financial adulthood.

According to a recent Gallup poll, about a third of adults under the...

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How Two Newlyweds Paid Off $52K of Debt in Under Two Years

(2) Comments | Posted May 8, 2015 | 10:01 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 man recounts the moment he realized that he and his wife were drowning in debt, and how digging...

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3 Moves to Build Money Confidence in Your 20s, 30s, 40s and 50s

(0) Comments | Posted April 30, 2015 | 10:39 PM

The older you get, the more confident you'll feel about your money, right?

Actually, no. According to new research from LearnVest, it turns out that age doesn't necessarily correlate with financial confidence in the way you might expect.

The study, which surveyed more than 100,000 people, found that there's a U-curve...

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4 Better Ways to Spend Your Tax Refund

(1) Comments | Posted April 29, 2015 | 8:31 PM

Picture this: You wake up one morning and head outside to get the newspaper.

Sitting there on the stoop is a bag with your name on it. You open it and find a wad of cash -- totaling $3,120!

Your mind starts to race as you think about how you'll...

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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...

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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...

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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...

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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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