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Financial Planning

What Is Your Family Mission?

Pioneers for Change | Posted 08.28.2014 | Business
Pioneers for Change

The starting point for this is often posing the question "what is your family mission?" And I would challenge all families to think in this way and ask themselves the same question.

Columbo Had His Questions, But He Never Hired a New Financial Adviser

David A. Dedman | Posted 08.28.2014 | Money
David A. Dedman

Now you are your own Columbo. You have a few questions at the ready to slip into the conversation after they get to talking. Maybe after the pleasantries? Remember, you are looking for straightforward answers to the questions. No evasive stuff.

Trying to Encourage Millennials to Save for Retirement? Three Key Factors to Consider

Jerry Patterson | Posted 08.26.2014 | Money
Jerry Patterson

Here are my top three things to consider if you're trying to encourage millennials to save for retirement.

Advancing Past Average: PISA's Financial Literacy Assessment Shows United States Has A Long Way To Go

Shannon Schuyler | Posted 08.26.2014 | Money
Shannon Schuyler

"Average is not good enough." I couldn't agree more with that statement from U.S. Secretary of Education Arne Duncan about financial literacy. Yet average is what the United States is, according to the Programme for International Student Assessment's (PISA) recently released financial literacy data.

Sudden Wealth From a Divorce?

David A. Dedman | Posted 08.21.2014 | Money
David A. Dedman

Divorce may require you to deal with a lot of wealth and complex questions that you never had before. Make sure you have the right advisers in place.

Lump-Sum vs. Income Payments: Why Do So Many Retirees Take the Money and Run?

Jerry Patterson | Posted 08.13.2014 | Money
Jerry Patterson

The moment we're faced with deciding whether to take a lump sum often happens at the moment of retirement, which also means it's the moment our paycheck is turning off. Similar to a light switch turning off.

Social Security: The Biggest Decision You'll Ever Make

Buck Wargo | Posted 08.13.2014 | Fifty
Buck Wargo

People need to consider all sources of income before making a decision about Social Security, including the use of a reverse mortgage that are growing more popular.

Is Gratitude the New Willpower?

David Geller | Posted 08.11.2014 | Business
David Geller

Given the limits of willpower, some psychology professors at Northeastern University began thinking about alternatives. Might experiencing certain emotions help curb our desire for the short-term gratification that comes from spending money

3 Great Things Betty White Taught Me About Retirement

Wm. Scott Page | Posted 08.04.2014 | Fifty
Wm. Scott Page

Nine years ago, one of our executives who happens to be a marketing genius, walked into my office with an idea that I thought was completely crazy. He said we should try to get Betty White to be a spokesperson for our company. How do we even get a meeting, I asked? How could we afford her?

Is Cash Obsolete?

David A. Dedman | Posted 08.01.2014 | Money
David A. Dedman

Younger generations use plastic and electronic payments more than anyone. Look at PayPal, Amazon and iTunes. It's just a natural thing for them. While older generations prefer cash and checks.

Sudden Wealth From a Job Change?

David A. Dedman | Posted 07.29.2014 | Money
David A. Dedman

Every Life Event, including a job change, comes with questions. You'll have some big decisions to make.

'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 08.24.2014 | 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 08.17.2014 | 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 08.17.2014 | 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 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.