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Financial Planning

3 Crucial Money To-Dos For Every Decade Of Life

LearnVest | Posted 10.30.2014 | 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 10.29.2014 | 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.

Four Proven, Easy Ways to Secure Your Retirement

Scott Burns | Posted 10.28.2014 | Money
Scott Burns

Saving more is critical to your wealth. Use these four proven strategies to raise your investment rate and secure your retirement.

Baby Boomers and Student Loans are Pouring into Retirement

Jerry Patterson | Posted 10.23.2014 | Money
Jerry Patterson

A recent study by the U.S. Government Accountability Office indicated that "some 155,000 older Americans are now seeing deductions from their Social Security checks to pay off their federal student loans - up from 31,000 a decade ago."

13 Ghastly Money Mistakes That Could Come Back To Haunt You

Carrie Schwab-Pomerantz, CFP | Posted 10.22.2014 | Money
Carrie Schwab-Pomerantz, CFP

The money decisions you make today can lead to either a secure or a scary financial future. Don't be tricked into being complacent. Think ahead, plan ahead -- and avoid these 13 money mistakes that could haunt you for years to come.

Why I Hope Not to Die at 75

David Geller | Posted 10.18.2014 | Media
David Geller

Our value as human beings extends far beyond our productive capacity. It includes our capacity to love and be loved, our capacity to listen to others without judgment and with compassion, and our capacity to make a difference for others. We can both contribute value and find value in life at any age.

Baby Steps to Retirement

Richard Barrington | Posted 10.13.2014 | Money
Richard Barrington

People fail at retirement planning for a variety of reasons, but one of them is that they get overwhelmed by the sheer size of the task. After all, when you calculate how much money it will cost to fund a comfortable retirement, reaching that goal can seem like scaling Everest.

14 Pieces Of Wisdom Financial Planners Share With Their Friends

LearnVest | Posted 10.09.2014 | Money
LearnVest

Wouldn't it be great to have a Certified Financial Planner™ for a best friend? Just think of all the advice you could get about how you might stay on track financially -- and how to make your money work harder for you.

The Tyranny of One Right Answer

David Geller | Posted 10.08.2014 | Business
David Geller

What's the right answer? That's the question we spend a lot of time asking ourselves when faced with a major decision. Should we move to Colorado? S...

Is the Internet Costing Lumberjacks Their Jobs?

Jerry Patterson | Posted 10.06.2014 | Money
Jerry Patterson

If you are a financial advisor, embrace the web and leverage digital learning to enhance your value proposition. Dedicate time to identify good videos, websites, digital books, webcasts, online classes and search terms related to financial planning.

Smaller House, Bigger Life

David Geller | Posted 10.01.2014 | Business
David Geller

If we redefined success to more closely reflect our values, what matters most to us, would we still want the big house? Or would we select the smaller space that allows us more time and energy to devote to relationships and creating our best life?

Pay Off Your Mortgage in 12 Years or Less!

Gina Horkey | Posted 09.29.2014 | Money
Gina Horkey

When people think about buying a house, they also traditionally think about obtaining a mortgage for the next three decades of their life. It's inefficient and it's definitely not the most cost-effective way to ultimately own your home. In fact, it's rather depressing!

Hardly Strictly Warren Hellman: A Bluegrass Hero and Civic Patron

Joyce Franklin | Posted 09.29.2014 | Business
Joyce Franklin

For inspiration on how to manage the flexibility that accompanies Phase 4 of the Four Phases of Startup Life -- the What's Next? stage that comes after a liquidity event -- look to Warren Hellman.

How to Pay Off Your Mortgage Before You Retire

realtor.com | Posted 09.23.2014 | Money
realtor.com

For most of your life, preparing for retirement means investing. But as the actual date approaches, you also will need to streamline your budget so yo...

Would You Rather See a Dog Brush His Tongue or Learn How to Prepare for a Secure Retirement?

Jerry Patterson | Posted 09.24.2014 | Money
Jerry Patterson

While you may not have time to read a book on financial planning or have the expertise to use elaborate financial-planning software, I would encourage you to take advantage of the amazing amount of free educational content available online. There are plenty of quick, bite-sized moments of learning that can have a material impact on your financial future.

What's a Financial Intervention?

David A. Dedman | Posted 09.23.2014 | Money
David A. Dedman

If you know someone that is showing truly financially destructive behavior, try to approach the person and let them know that they are hurting themselves. If they resist, then it may be time for an intervention.

Don't Have Any Retirement Savings? You're Not Alone

Buck Wargo | Posted 09.03.2014 | Fifty
Buck Wargo

Those 50 and older have got a lot of catching up to do if they want to have a comfortable quality of life due to their retirement savings.

3 Big Differences Between a Financial Planner and an Investment Advisor

James C. Gibson | Posted 10.28.2014 | Business
James C. Gibson

It's no secret. There is a massive shift happening in the financial advisement industry. There are so many great opportunities opening up for young investors with smaller portfolios to have access to the same investment advisors and funds that millionaires have access to.

What Is Your Family Mission?

Pioneers for Change | Posted 10.28.2014 | 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 10.28.2014 | 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 10.26.2014 | 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 10.25.2014 | 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 10.21.2014 | 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 10.13.2014 | 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 10.13.2014 | 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.