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Financial Planning

The 5 Toughest Challenges of Inherited Wealth

Myra Salzer | Posted 02.20.2015 | Money
Myra Salzer

If you are ever in a position to inherit a large sum of money... or if somehow you find out you are a "beneficiary" of a trust... would you know what ...

6 Common Myths About Financial Planning -- Busted

LearnVest | Posted 02.16.2015 | Money
LearnVest

A survey by Charles Schwab found that one in three people don't seek any outside input when it comes to managing their money. And, in large part, that could be due to some prevalent myths and misconceptions people have about using a financial adviser.

Getting Serious? Five Important Money Questions to Ask

Jason Alderman | Posted 02.12.2015 | Money
Jason Alderman

This Valentine's Day, consider thinking beyond the roses and candlelit dinners to a potential future of merged finances. If your relationship is heading that way, a discussion is essential before making the move.

7 Steps to Stay Financially Fit in 2015 and Beyond

Andrew Plepler | Posted 02.11.2015 | Business
Andrew Plepler

Any fitness guru will tell you that the key to maintaining your health and staying fit is maintaining healthy habits and making small lifestyle change...

Be Ready for a Financial Rainy Day

Credit Karma | Posted 01.27.2015 | Money
Credit Karma

We all know unforeseen things can happen, but not everyone is prepared to pay for these sudden costs. Make things easier on yourself and proactively prepare for surprise financial expenses.

The Hardships of Being Rich

David Geller | Posted 01.21.2015 | Money
David Geller

As a wealth manager, I deal with a lot of very wealthy people. Many of them will never have to work out of financial necessity, nor will their children or grandchildren. So they all must be happy all the time, right?

6 Surefire Tips to Save Money All Year Long

WiserAdvisor.com | Posted 01.22.2015 | Money
WiserAdvisor.com

Most of us know we should save more money than we're currently saving ... but that's easier said than done. If you feel like you're scrounging for change and can't figure out how to possibly save more, don't despair.

Your 12-Month Guide To Staying On The Right Financial Track In 2015

LearnVest | Posted 01.15.2015 | Money
LearnVest

Since we know it's all too easy for enthusiasm to wane over time, we've come up with 12 months of money motivation -- a calendar of simple to-dos that can help spark good financial habits, inject freshness into your routine, or give you an added push toward whatever goals you've set for yourself.

Goal Setting... Don't Make This One Mistake

Mike Branch, CFP | Posted 01.14.2015 | Business
Mike Branch, CFP

Before you set your goals for 2015, take a moment to recognize the success you had in 2014. Too often in life we get so focused on where we want to go in the future, that we fail to see how far we've come.

Divorce Confidential: Silver Linings in Divorce

Caroline Choi | Posted 01.09.2015 | Divorce
Caroline Choi

It's a new year and we can never predict what lies ahead, but there are definitely many adventures to be had for each and every one of you. If you're going through a divorce, there may be many challenges ahead, but regardless of the challenges, there is always a silver lining in every difficult circumstance.

4 Ways to Improve Your Business' Budget and Your Company's Performance

David Giannetto | Posted 01.07.2015 | Business
David Giannetto

These four tips will help take your budget, planning and forecasting process beyond the spreadsheet, improving the process itself while also embedding the proper cause and effect mindset within your people and processes that is critical to achieving better results.

Helping a Person Live Like They Were Dying

Don McNay | Posted 01.05.2015 | Business
Don McNay

Lori sought a medical solution to help her lose weight and the solution caused her body to die. I've been fortunate that my weight loss surgery has been a success in its first month and that maybe the medical world has found a solution that works for people like me. The attempt with diet pills was definitely not the answer.

My Favorite Posts From 2014

David A. Dedman | Posted 12.30.2014 | Money
David A. Dedman

I wrote quite a few articles this past year. Today I wanted to provide a list of my favorite posts of 2014. All of these are from my blog, The Diligen...

5 Financial Advice Givers You Need to Ignore

David A. Dedman | Posted 02.15.2015 | Money
David A. Dedman

Who did you turn to? Family, friends, online or your bank?

Your Money or Your Life

David Geller | Posted 02.11.2015 | Money
David Geller

I hope that my children will pass on our family values to my grandchildren who hopefully will pass it on to my great-grandchildren. I don't expect my great-grandchildren to remember my name. I do hope they understand the value of being an entrepreneur and living by our family values.

Year-End Tax Planning Ideas For Big Savings

Bill Ringham | Posted 02.08.2015 | Money
Bill Ringham

With less than a month left in the year, you can easily get a rough idea of how much you will owe in taxes for the 2014 tax year. If your anticipated tax bill is giving you sticker shock, there are a number of investment moves you can take between now and the end of the year to help reduce your tax liability for the 2014 tax year.

Hey Millennials! 8 Important Financial Tips from Your Future Self

Jerry Patterson | Posted 02.03.2015 | Money
Jerry Patterson

If you could go back 30 years and give yourself one piece of advice regarding retirement planning, what would you say?

Privacy Is Overrated

David Geller | Posted 01.31.2015 | Business
David Geller

Privacy is important, but when facing a challenging situation, we also want a safe and supportive environment where we can talk openly and be vulnerable. When we can be vulnerable in a safe space, we forge our closest relationships.

You Have More Power Than You Think

David Geller | Posted 01.21.2015 | Healthy Living
David Geller

When life deals you a tough blow, it's easy to get down and feel powerless. Remember you have more power than you think. You have the power to choose how you respond to adversity. You have the power to use your energy in a positive way.

Don't Let Communicating with Millennials Feel Like Eating in the Dark

Jerry Patterson | Posted 01.17.2015 | Business
Jerry Patterson

If you want to grab the attention of the millennial generation, you need to personalize and tighten-up your communications approach -- which frankly, is how we should have been doing it all along.

4 Things Your Investment Plan and The Walking Dead Have In Common

David A. Dedman | Posted 01.13.2015 | Money
David A. Dedman

So not that Season 5 of The Walking Dead is in full swing, I thought it was time to revisit my favorite TV show and tie it to investing.

How to Save for Retirement: 5 Essential Savings Accounts to Consider

Betterment.com | Posted 01.10.2015 | Money
Betterment.com

With the decline of defined benefit plans (e.g., pensions), saving for retirement is something most Americans are left to figure out on their own.

Free Your Mind, Free Your Money

Leisa Peterson | Posted 01.06.2015 | Money
Leisa Peterson

I think of a budget as a diagnostic tool. It is no different from going to the doctor and having the nurse take your temperature and blood pressure. They are establishing a baseline for your health. A budget is a baseline for your financial wellness.

3 Crucial Money To-Dos For Every Decade Of Life

LearnVest | Posted 12.30.2014 | Money
LearnVest

If you adopt a marathon approach to money, it can allow you to take a more holistic look at your overall financial picture to see how decisions that you make in your 20s and 30s can impact your 40s, 50s and beyond.

Should You Write A Book For Your Business? 5 Tips From A Ghostwriter

Greta Perel, Ph.D. | Posted 12.28.2014 | Business
Greta Perel, Ph.D.

Remember that for most business books, the book itself is not going to make you money -- it's the business that it may attract, the professional credibility it will build for you, and the platform it can develop.