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Financial Plan

One Critical Expense Most Financial Plans Don't Address | Posted 11.18.2015 | Fifty

With people living so long these days, why haven't financial planners been more focused on how to help clients who are planning for retirement specifically plan for longevity? The more sobering side of longevity, that is.

Watch Out: Your Medicare Premiums May Soar! | Posted 11.06.2015 | Fifty

We've all heard that healthcare costs in retirement are high. We've also heard that part of our retirement planning should be to understand these potential costs and budget for them. This is nothing new. What is new is the potential increase in these (already expensive) costs slated for next year.

6 Financial Risks of Retirement | Posted 10.12.2015 | Business

Most, if not all, of your living expenses will continue to increase as you continue to age, potentially risking your portfolio's purchasing power. It is important to review your portfolio in retirement to ensure your asset allocation has an appropriate mix of "inflation hedging" assets.

Are You a Disciplined Investor? | Posted 09.02.2015 | Business

Putting a financial plan into action not only takes discipline, but time to learn, and the knowledge of changes that happen in the market every day.

8 Personal Finance Categories to Keep You Focused on the Bigger Picture

Natalie Bacon | Posted 07.24.2015 | Business
Natalie Bacon

If you're anything like me, you hear advertisements about financial products frequently. I hear ads for everything from banks, to investment products, to retirement accounts, and on and on. Every ad is for something different and it's hard to keep track of it all.

Do You Need a Budget and a Financial Plan? | Posted 12.06.2014 | Money

I've spoke to a lot of people through the years and read quite a few articles that assume this point: you only need a budget AND a financial plan if you're wealthy.

7 Ways To Leverage Your Tax Refund Into Something More

David A. Dedman | Posted 05.12.2014 | Money
David A. Dedman

The average tax refund is around $3,000. If you are lucky enough to get a refund. That may not sound like a lot, but there are some interesting ways to leverage that return.

A Financial Plan For The Fed Up

New York Times | RON LIEBER | Posted 08.03.2012 | Money

The deck is stacked. The game is rigged. The system is unmanageable. With each passing scandal, it gets a little bit harder to ignore this refrain ...

The Impossible Conundrum

Alexa von Tobel | Posted 04.30.2012 | Money
Alexa von Tobel

Keeping our long-term goals on our radar, and knowing the exact steps we can take to get there via a financial plan, is just the motivation we need to stick to our budgets, save for retirement and plan ahead.

The Big Difference in Next Year's New York City Budget

Maria Doulis | Posted 04.25.2012 | New York
Maria Doulis

Earlier this month, Mayor Michael Bloomberg presented New York City's Financial Plan for the next four years. It demonstrates a stark new reality: there is no large surplus of revenues, as there has been in past years.

6 Financial Must-Dos Before Year-End

Flourish Over 50 | Posted 12.04.2011 | Fifty

Can you believe November is gone? It seems like just yesterday summer was approaching, and now here we are about to face the end of another year. Befo...

7 Things to Do Before You Retire

Richard Barrington | Posted 12.07.2011 | Business
Richard Barrington

You may not have reached retirement yet, but you can see the finish line. In just a few years, you'll be there -- or so you think. Retirement isn't really a predefined age, but a state of readiness to make a life change.

The 5 Most Common Financial Mistakes Women Make After They Divorce

Jeffrey A. Landers | Posted 08.29.2011 | Divorce
Jeffrey A. Landers

A divorce financial planner takes care of critical financial tasks that are beyond the scope of the divorce attorney's expertise, and those tasks can ...

Your Five-Year And Ten-Year Plan

Marc Lesser | Posted 11.17.2011 | Healthy Living
Marc Lesser

We all need to take care of our financial lives. However, what she learned was to see and appreciate the life she was already living, to embrace what she loved and appreciated about her life.

Sustainable Investing and the Financial Crisis: How Long-Term Investing Can Replace Short-Term Bubbles

Joe Keefe | Posted 05.25.2011 | Business
Joe Keefe

The immediate financial crisis obviously requires that the first order of business is to get credit flowing again and stimulate spending.