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Financial Planning

Spend It! You Earned It. 5 Great Ways to Begin Spending Your Kids' Inheritance Today

Jerry Patterson | Posted 08.12.2014 | Money
Jerry Patterson

Bucket lists do not just have to be the subject of movies. Write one. Make it ambitious. Start checking it off. Climb that mountain. Visit the seven wonders. Take those dance lessons. Buy that weekend car you always dreamed of driving

3 Super Simple Money Tips for Married Couples

David A. Dedman | Posted 08.11.2014 | Money
David A. Dedman

My wife and I don't always agree on everything money and finance related. However, we have developed three super simple steps for dealing our finances, and each other.

Trending Now: Two Factors to Consider Before Making Major Portfolio Changes

David Geller | Posted 08.11.2014 | Money
David Geller

When your scarcest resource is time, does it make sense to spend time trying to add more money when you already have more than you'll ever use?

How to Stay Strong and Get What You Deserve In a Divorce

Robert Pagliarini | Posted 08.05.2014 | Divorce
Robert Pagliarini

We are wired to desire pleasure and avoid pain. In divorce, we have both of these powerful motivators pushing us to settle. Most clients want to move on with their lives and experience peace and happiness again. But what happens when giving up means giving in?

One Retirement Budgeting Binge Can Transform the Rest of Your Life

Jerry Patterson | Posted 07.28.2014 | Money
Jerry Patterson

So what does binging have to do with retirement planning? Most would say not much, but for many of us binging may be an answer to the age-old problem of seizing control of your financial destiny.

Make Sure You Talk About This Before Saying 'I Do'

Posted 05.27.2014 | Weddings

By Holly Kylen for Bridal Guide Put yourselves on the right financial path with these tips from ING wedding finance expert Holly Kylen. Don't do...

Is Financial Stress Killing Our Soldiers?

BJ Gallagher | Posted 07.18.2014 | Money
BJ Gallagher

Money plays a role in the alarming rate of suicide in today's armed services. I sat down with Financial Planning magazine to find out more about how financial counseling might just save the lives of our soldiers, sailors, marines and airmen.

"You're Fired!" 4 Survival tips for a 30-year Termination, aka Retirement

Jerry Patterson | Posted 07.12.2014 | Money
Jerry Patterson

What would happen to you right now if you were unemployable for the next 30 years? It would be a disaster for many, if not most people. Some would be forced to take dramatic measures to stay fed, clothed, warm and safe.

Congrats! You've Been Auto-Enrolled -- Now What?

Jerry Patterson | Posted 07.01.2014 | Money
Jerry Patterson

Congratulations! You were just automatically enrolled in a 401(k) plan by your employer. Should you be relieved or should you call the police?

Mindless Accumulation Can Come at Expense of Happiness

David Geller | Posted 06.21.2014 | Healthy Living
David Geller

When we remind ourselves of our most important goals, we can choose not to make more than we need and redirect our time and attention to doing things we enjoy as opposed to working more to earn money we would never spend.

What Is the Best Way to Invest for Retirement?

Quora | Posted 06.15.2014 | Money
Quora

Decide how you are going to spend your time. What are you going to do during the first six to twelve months in retirement, and what do you plan to do for the rest of your retired life?

Yoga and Financial Balance

Megan K. McAvoy | Posted 06.10.2014 | Business
Megan K. McAvoy

It wasn't until I did my first 30-day yoga challenge that I began to realize how interconnected my yoga practice was to my career as a Financial Advisor.

The Stages of Financial Planning, By Age

Manilla.com | Posted 06.02.2014 | Money
Manilla.com

Whether you're 10 and saving for a new bike, or 60 and knocking on the door of retirement, it's never too late (or too early) to get your ducks in a row.

Take the 10 Percent Challenge and Get on the Road to a Wealthier and Healthier You

Jerry Patterson | Posted 05.12.2014 | Money
Jerry Patterson

We borrow. We spend. For many of us, we find very little room to save for the future. We stress over finances which can often lead to, or contribute t...

"What's Your Financial Plan?" Is a Dumb Question

Eric Roberge | Posted 05.12.2014 | Money
Eric Roberge

It's amazing how the word "finances" immediately throws us head-on into our current circumstances. From this standpoint you may not see many options for what to do from a personal financial perspective.

Is That the Smell of Success? Yes! It's Your Nest Egg Cooking

Jerry Patterson | Posted 05.06.2014 | Money
Jerry Patterson

When it comes to retirement, we could be talking decades. That's a long time to keep your eye on the prize and stay actively committed.

The One Addiction We Need To Pay More Attention To

David Geller | Posted 04.16.2014 | Healthy Living
David Geller

We have a serious money addiction problem in our society, and despite how insidious this addiction can be, we not only fail to recognize it as an addiction -- we actively encourage it.

Are You Financially Fit?

Kathryn Sollmann | Posted 04.14.2014 | Women
Kathryn Sollmann

We'll force ourselves to commit hours and hours to a treadmill or yoga class, but we just don't have time for a seminar about financial planning or a self-help book on fiscal health.

5 Ways to Get Financially Intimate

Manisha Thakor | Posted 04.13.2014 | Women
Manisha Thakor

You may believe these topics will ruin the bliss of romance, but I think you'll be pleasantly surprised. Money talks may not be romantic, but honesty and agreement build trust -- and THAT preserves Cupid's promise.

4 Tips for Saving for Your Child's Future

SaveUp | Posted 04.02.2014 | Money
SaveUp

Where should you invest? How can you invest? How much should you put away and how should it be earmarked? These are all important questions when looking at creating a savings plan for children. Here are a few tips to help you get started.

What You Should Know About Prenups

Caroline Choi | Posted 04.02.2014 | Divorce
Caroline Choi

Yes, it may be unromantic to discuss finances in the event of a divorce, but on the other hand, it is romantic to know that the person you are committing to for the rest of your life is open to discussing any issue, whether it be boring and even emotionally complicated.

How To Pick A Financial Advisor

Jim T. Miller | Posted 03.29.2014 | Fifty
Jim T. Miller

With all the different financial advisers and services available today, choosing a trusted professional that can meet your needs can be a bit confusing. Here are some suggestions that can help.

How Fit Are Your Finances? What to Check Up On in the New Year

Manisha Thakor | Posted 03.18.2014 | Women
Manisha Thakor

"So how are those 2014 financial resolutions going?" If you find that question cringe-inducing, trust me: you are not alone. And you may be over-reacting.

Are You Thinking About End-of-Life Care? You Should Be.

Hilary Young | Posted 03.16.2014 | Fifty
Hilary Young

Having written instructions helps reduce confusion for doctors and medical professionals and also can prevent arguments among family members.

Are You Enabling Your Adult Children?

Manisha Thakor | Posted 03.11.2014 | Money
Manisha Thakor

It has been widely reported that the last recession and subsequent sluggish recovery were especially brutal for millenials. The sleeper story is the subsequent impact all that joblessness has had on parents of millenials.