Financial Planning

How A Cash-Strapped Seattle Mom Got A Full Financial Makeover

The Seattle Times | SUZANNE MONSON | Posted 05.21.2012

Read More: Single Moms, Debt, Financial Makeover, Household Spending, Single Mothers, Spending, Seattle, Financial Planning, Personal Spending, Personal Finance, Money News

Monthly pedicures? It's a thing of the past. An occasional girls' night out? That's ancient history, too. A video-game system for her 9-ye...

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10 Conversations to Plan for Aging with Dignity and Independence

Dr. Bruce A. Chernof, MD | Posted 05.10.2012

Read More: Aging, Personal Health, Dignity, Advance Care Directive, Health, Long-Term Care, Independence, Financial Planning, Retirement Planning, Long-Term Services and Supports, Family, Fifty News

Aging with dignity and independence is the ability to live life to its fullest in the place you call home regardless of age, illness or disability. Wh...

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Don't Let Bad Estate-Planning Make You Homeless!

Ann Margaret Carrozza | Posted 05.09.2012

Read More: Aging Gracefully, Personal Finances, Estate Management, Estate Planning, Financial Planning, Writing a Will, Money News

Transferring your home to your children is a clumsy method of trying to accomplish your estate-planning goals. Having counseled thousands of families , I can tell you that this well-intentioned transfer is more likely to do harm than good.

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Five Ways To Manage College And Retirement Savings

AP | DAVE CARPENTER | Posted 05.07.2012

Read More: How to Save Money, College Savings, Retirement Savings, Saving for Retirement, Saving for College, Money Saving Tips, Money Advice, Financial Planning, Savings, Money News

CHICAGO -- Imagine if retirement were financed by scholarships, grants and loans. You could qualify for a substantial aid package to pay for your sen...

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Closing the Gap in Economic Education: Financial Literacy Begins in the Classroom

Nan J. Morrison | Posted 04.30.2012

Read More: Teaching Finances, Personal Finance, Education Reform, Economic Education, Economics, Financial Planning, Family Finances, Education News

From the national level down, there are many efforts underway to improve economic and financial education, increase requirements and find better ways to assess literacy levels. But it's something we all need to continue to work on together.

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Can You Afford To Save For College?

AP | MARK JEWELL | Posted 04.27.2012

Read More: 529 Plans, College Costs, Saving for College, College Savings Plans, Saving Money, Financial Planning, Cost of Saving, Investor Fees, Cost of College, Money News

BOSTON — Rising college costs have become an election campaign issue. President Obama spoke at three campuses this week, vowing to keep student ...

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Got Your Tax Refund: Now What?

Bob Meighan | Posted 04.26.2012

Read More: Taxes, Personal Finances, Tax Refunds, 529-College-Plans, Retirement Funds, Financial Planning, Money News

Roughly 16 percent of taxpayers will put their refund in some type of savings. In an effort to avoid debt or the temptation to raid your retirement accounts in the event of a financial emergency, consider setting up an emergency fund.

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Jean Chatzky's Three Favorite "Money Rules"

Manisha Thakor | Posted 04.20.2012

Read More: Budgeting, Financial Help, Investing, Saving, Jean Chatzky, Moneyzen, Financial Behavior, Money Rules, Portfolio Management, Money Management, Financial Planning, Financial Advice, Money News

Jean Chatzky, author of Money Rules: The Simple Path to Lifelong Security, was kind enough to share her three favorites.

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Financial Services Should Take a Page From the Physician's Code of Conduct: First Do No Harm

April Rudin | Posted 04.20.2012

Read More: Fidelity Investments, Charles Schwab, Wirehouses, Private Wealth Management, Wealth, Wall Street, Financial Services, Financial Planning, Consumer Protection, Brokers, Business News

Financial services needs to fix itself and repair its relationship with consumers who have developed mistrust of an industry who has harmed them.

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Morgan Stanley Faces Loss Due To Accounting Charge

AP | CHRISTINA REXRODE | Posted 04.19.2012

Read More: Investment Banks, Earnings, Factset, Goldman Sachs, Video, Morgan Stanley, Ceo James Gorman, Wealth Management, Revenue, Accounting, Financial Planning, Investors, Business News

NEW YORK — Morgan Stanley reported earnings that far exceeded investors' forecasts Thursday, sending its stock higher even as the rest of the ma...

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3 Steps to Preparing for an Emergency

Women & Co | Posted 04.18.2012

Read More: Health Care Durable Power of Attorney, Financial Security, Rainy Day Funds, Insurance, Money, Living Will, Disability Insurance, Emergency, Long-Term Care, Financial Durable Power of Attorney, Estate Planning, Savings, Life Insurance, Family, Financial Planning, Money News

While there are only so many risk factors you can control, it doesn't mean you can't, or shouldn't, plan for the unexpected. Here are three steps you could take to help you prepare for an emergency.

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My Three Favorite 'Money Rules'

Manisha Thakor | Posted 04.13.2012

Read More: Budgeting, Financial Help, Investing, Saving, Jean Chatzky, Moneyzen, Financial Behavior, Money Rules, Portfolio Management, Money Management, Financial Planning, Financial Advice, Books News

We all need sound money guidance and clear direction. To kick off Financial Literacy Month, here are three of my favorite "Money Rules" from Jean Chatzky's Money Rules.

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10 Biggest Money Misconceptions

Grant Cardone | Posted 04.04.2012

Read More: Dave Ramsey, Investment Accounts, Finance Tips, Tips on Money, Money, Savings Accounts, Suze Orman, Create Income, Grant Cardone, Save Money, Financial Planning, Finances, Financial Advice, Money News

Help yourself out so you are in a position to help someone else out.

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'The Richer Sex': Women Are Bringing Home The Bread

The Huffington Post | Catherine New | Posted 03.21.2012

Read More: Investing, Women, Money, Retirement, Earning, Jobs, Poll, Female, Financial Planning, Personal Finance, Retirement Planning, Recession, Income, Money News

Forget equality for women, the fairer sex is on pace to outrun men when it comes to making money. In remarkable shift from even a decade ago, the m...

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Taking Social Security's Best Deal

Laurence J. Kotlikoff | Posted 05.12.2012

Read More: Spousal Benefits, Financial Planning, Social Security Benefits, Delayed Retirement Credit, Personal Financial Planning, Money News

Over lunch the other day, a friend told me, out of the blue, that I wouldn't believe how complicated Social Security benefit-taking rules are. He then told me he'd figured out how to get the most from the system for himself and his wife Karen.

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5 Things Smart Women Do After A Divorce

Alison Patton | Posted 05.09.2012

Read More: Women, Therapy, Mental Health, Spiritual Journey, Divorce, Emotional Healing, Healing, Support Groups, Loss, Custody, Child Support, Self-Help, Women-and-Divorce, Alimony, Marriage, Divorce Support, Economics of Divorce, Personal Growth, Self-Awareness, Emotional Health, Grief, Dealing With Grief, Co-Parenting, Self-Improvement, Post-Divorce, Financial Planning, Joint Custody, Divorce Advice, Custody-Share, www.onemomsbattle.com, www.chickchainwalkingclub.com, Divorce News

"Why do some women do well after divorce, while others get stuck?" a divorcing client asked me, confronting her worries head on.

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For Richer, Not Poorer: Five Ways to Manage Money and Marriage

Irvin G. Schorsch III | Posted 04.30.2012

Read More: Marriage, Financial Goals, Money and Marriage, Money-Management-Tips, Money Management, Financial Planning, Budgeting, Personal Finance, Money News

Money can't buy you love, but fighting about it can buy you a whole lot of marital strife. In fact, money issues are the primary reason many couples untie the knot.

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The Impossible Conundrum

Alexa von Tobel | Posted 04.30.2012

Read More: Money Management Tips, Women and Money, Money Stress, Financial Plan, Personal-Finance-Planning, Money Managers, Money Management, Financial Planning, Financial Stress, Personal-Finance-Goals, Money News

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.

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EXCLUSIVE: Jean Chatzky's Financial Advice For Post 50s

The Huffington Post | Ann Brenoff | Posted 02.27.2012

Read More: Video, Financial Advice Baby Boomers, Jean Chatzky, Jean Chatzky Financial Advice, Financial Advice Midlife, Jean Chatzky Tv Show, Retirement Advice Post 50s, Financial Planning After 50, Financial Planning, Fifty News, Financial Advice Post 50s, Retirement Advice Baby Boomers, Cash Call With Jean Chatzky, Jean Chatzky Cash Call, Fifty News

Award-winning journalist and best-selling author Jean Chatzky has a new show, "Cash Call with Jean Chatzky," which premieres February 28 on RLTV. On "...

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The Power of Financial Planning

Michael Kaiser | Posted 04.28.2012

Read More: Arts Management, Financial Forecast, Income-Statements, Strategic Plans, Finance, Spending, Arts, Nonprofits, Budgets, Fundraising, Financial Planning, Kennedy Center, Arts News

Organizations that devote time and energy to developing strategic plans must have the courage to imagine truly different futures. And the financial forecasts that should end every plan should reveal one aspect of this new tomorrow.

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Which Generation Is Smartest About Credit?

The Huffington Post | Erica Smith | Posted 02.18.2012

Read More: The Greatest Generation, Debt, Baby Boomers, Generation X, Credit Score, Credit Cards, Credit Card Debt, Financial Planning, Personal Finance, Generation Y, Finances, Generation Gap, Fifty News

Not all credit scores are created equal. New research from Experian provides a glimpse into how different generations handle debt and finances. Th...

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Talking Finances With Your Valentine

Jason Alderman | Posted 04.15.2012

Read More: Personal Budgeting, Financial Planning, Credit Counseling, Personal Finance Goals, Budgeting, Planning Financial Future, Personal Finance, Business News

On Valentine's Day, don't kill the mood with talk of budgets; but do make sure that before too much time passes, you reopen the doors of financial communication so you know you're both working toward the same goals.

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Resolving to Talk with Your Loved Ones About Aging with Dignity and Independence

Dr. Bruce A. Chernof, MD | Posted 04.03.2012

Read More: Aging Gracefully, Aging, Difficult Conversations, End of Life Care, Aging With Dignity, Retirement Planning, Aging With Independence, Gerontology, Health Care Reform, Long-Term Care, Medicaid, Medicare, Health Care, Financial Planning, Family, Long-Term Services and Supports, Fifty News

I invite you to think about what aging with dignity and independence means. Then take time to have the tough conversations with your loved ones about what is important to you as you grow older, and how you will get help should you require daily assistance.

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5 Money Matters To Address With Your New Spouse Pronto

Jennifer Calandra | Posted 03.25.2012

Read More: Newlyweds, Financial Advice for Newlyweds, Financial Planning for Newlyweds, Financial Planning, Financial Advice, After the Wedding, Weddings News

If you have the "money talk" prior to the nuptials, it will not only help budget for the wedding/honeymoon costs, it will also prevent any post-wedding surprises.

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Suze Orman Advises Huff/Post50 Readers

Posted 01.11.2012

Read More: Suze Orman, Baby Boomers, Video, Annuities, Financial Planning, Personal Finance, Financial Advice, Fifty News

Financial expert Suze Orman visited AOL Studios in New York this week. She offered financial advice for Huff/Post 50 readers, counseling one couple ab...

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