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Personal Financial Planning

The BE WISE Planning Strategy for Tech Executives and Entrepreneurs

Joyce Franklin | Posted 08.30.2014 | Technology
Joyce Franklin

Mark Zuckerberg does it. So does his sister Randi. Vinod Khosla has been doing it since before the Zuckerberg siblings were born. Reddit co-founder an...

The Stages of Financial Planning, By Age | Posted 06.02.2014 | Money

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.

5 Failures of Financial Planning (and How to Fix Them)

Robert Pagliarini | Posted 12.04.2012 | Money
Robert Pagliarini

You should cover the basics and implement the traditional strategies to improve your finances, but if you run your own numbers and realize traditional financial planning can't bridge the gap between where you are and where you want to be, you must do something more.

Ask the Readers: How Do You Handle Money Mistakes?

J.D. Roth | Posted 10.07.2012 | Money
J.D. Roth

In a lot of ways, learning to be smart with money can be like learning to ride a bike. At first, the ride can be wobbly. Sometimes you might even fall.

What Neither Candidate Will Admit -- Social Security Is Desperately Broke

Laurence J. Kotlikoff | Posted 09.15.2012 | Politics
Laurence J. Kotlikoff

Social Security is desperately broke -- 31 percent underfunded to be exact. This is not my opinion. This is its own measure of its unfunded liability. Patchwork fixes to Social Security aren't the way to go.

Taking Social Security's Best Deal

Laurence J. Kotlikoff | Posted 05.12.2012 | Money
Laurence J. Kotlikoff

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.