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Financial Planning

'Click': Are You Ready for the Big Switch?

Jerry Patterson | Posted 07.22.2014 | Money
Jerry Patterson

At the moment of retirement, our paycheck stops like a light switching off. (Click!) For many, Social Security checks are significantly lighter than a regular paycheck, and yet, most of us still do next to nothing to adjust to this new reality.

Rethinking the American Dream

David Geller | Posted 07.16.2014 | Money
David Geller

The American Dream now costs $130,000 a year. At least that's the figure USA Today came up with. Rethinking my money-based version of the American Dream helped me discover there is more to life than checking boxes.

Making the Most Out of Ch-ch-changes

Mark Steber | Posted 07.16.2014 | Money
Mark Steber

From getting married to having a baby or even getting divorced, use our tips to help keep more of your money in your pocket.

The BE WISE Planning Strategy for Tech Executives and Entrepreneurs

Joyce Franklin | Posted 07.01.2014 | 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...

5 Best Practices for Tech Bubble Preparedness

Robert S. Hull | Posted 06.24.2014 | Business
Robert S. Hull

As you think about how to maintain and grow your business in both good times and bad, think of our best practice guide below as a form of "tech bubble preparedness kit."

Chaotic, Hectic Life? Get a Plan

David A. Dedman | Posted 06.17.2014 | Money
David A. Dedman

Excuses. I hear them all the time. Investors falsely believe that financial planning should be done when our lives are calm. That's just not the case.

Financial Advice for Recent College Graduates

Charu Sharma | Posted 06.17.2014 | College
Charu Sharma

1.6 million of us have graduated from college in the US in 2014 alone, and we realize that most of us are not trained in planning our finances, invest...

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

Jerry Patterson | Posted 06.12.2014 | 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 06.11.2014 | 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 06.11.2014 | 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 06.05.2014 | 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.