You Searched For "financial planner" and got 20 results
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3 mins read
Avoid these 4 mistakes and misconceptions when receiving an inheritance, according to financial planners
An inheritance can be life-changing — if you handle it wisely. Here's how you can avoid these 4 com…
Christine Ji
3 mins read
The new normal: Emergency funds to cover six months of expenses not enough anymore say financial planners
The experience during the pandemic changed us in several ways. We realised the importance of health…
3 mins read
Trump's plan for Social Security will help baby boomers in the short term and cut benefits for anyone younger
Trump promised to cut Social Security taxes. Experts say the plan could slash benefits for low-inco…
Allie Kelly
4 mins read
I'm a wedding planner. Here are answers to 7 questions guests are often too embarrassed to ask.
I've planned dozens of weddings, so I've heard my fair share of questions about when it's OK to ask…
Elisabeth Kramer
3 mins read
Why lifestyle creep can cause HIFIs to spend 'every cent they make,' according to a financial planner
Many Americans feel financially insecure and spend a fortune to appear wealthy, a financial planner…
Allie Kelly
5 mins read
GenZ and finance: Layoffs to continue in 2024 – Here’s how to be financially prepared
However, the layoffs may be more sector specific. “The likelihood of layoffs in India in 2024 is un…
7 mins read
How to Choose a Financial Advisor - Pick the Right Financial Planner for You
If you're looking to hire a financial advisor or a financial planner, look for someone licensed, af…
Aly J. Yale
1 min read
Jamie Dimon says American schools should teach nutrition and financial literacy
Jamie Dimon, speaking at The Atlantic Festival, said schools should prepare students for the real w…
Lauren Edmonds
5 mins read
School's out, and parents' financial stress is in
Summer can be a money pit for parents scrambling to keep their kids entertained in July and August.
Dan DeFrancesco
3 mins read
Barely one-quarter of financial planners are women, but industry experts say 2 simple strategies could move the needle
Some financial firms are setting up mentorship programs, recruiting at business schools, and commit…
Korie Wilkins
4 mins read
5 ways to build better money and health habits, according to a certified financial planner
Follow these strategies to achieve your resolutions in 2024. To build a new habit, commit to doing …
Elle Hardy
4 mins read
When it comes to investing, emotions cloud our judgment! How to stay rational
If you have to define a roller coaster, you may very well take a look at how the stock market has b…
4 mins read
Your stock losses could save you money but financial planners say not to rush into anything
Tax-loss harvesting can save you money on your taxes if your stocks lost value, but you shouldn't n…
Mallika Mitra
3 mins read
Out of a job? Buckle up and stretch your money to sail through the tough phase
For those of us who earn a salary, a job loss can come as a big shock. There are expenses to be met…
5 mins read
MIT researchers say that AI is 'inherently sociopathic' — but that it can be trained to give ethical financial advice
AI is poised to transform financial advising — it could offer ethical, personalized guidance and he…
Tanza Loudenback
3 mins read
My kids have my maiden name as middle names. I wanted their names to honor my family legacy, not just their father's.
I wanted my kids to have my maiden name to preserve my family legacy. My husband is very traditiona…
Stephanie Claytor
2 mins read
3 creative ways to earn passive income you probably haven't considered, according to financial planners
Financial planners recommend investing for dividends, house hacking, and buying small businesses as…
Liz Knueven
6 mins read
How a Seattle couple achieved financial independence in their mid-30s with a net worth over $4 million — and why they don't want to retire early
Mai-lan Phan and her husband Ryan Wagoner achieved financial independence with a net worth over $4 …
Noah Sheidlower
4 mins read
A financial planner says retirement isn't the only way to combat burnout — a sabbatical might be the answer
Taking an extended break from work — otherwise known as a sabbatical — can help combat burnout, say…
Chloe A. Moore
4 mins read
5 important things to consider before retiring early, according to a financial planner
Financial planner Jovan Johnson says it's important to think about what you'll do with your free ti…