You Searched For "pfi financial planning" and got 20 results
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5 mins read
How to find a woman financial planner
Women can benefit greatly from financial planner. Here's how to find a woman financial planner to h…
Aly J. Yale
3 mins read
I'm a financial planner, and I do 3 things with every client to make sure they can retire exactly when and how they want
To help his clients reach retirement, Martin A. Scott plans for obstacles clients may encounter, an…
Martin A. Scott
6 mins read
Understanding what the glass ceiling is and how it affects women in the workplace
The glass ceiling is a metaphorical term to describe the hurdles women and minorities face in movin…
Melanie Lockert
8 mins read
Understanding the gender pay gap and how it hurts women's earnings and ability to build wealth
The gender pay gap affects all women but is more severe for women of color. While the gap is becomi…
Melanie Lockert
5 mins read
A carefully planned mini-retirement can provide a remedy for burnout without derailing your financial goals
A mini-retirement is a temporary step back from the workforce that experts say can be good for comb…
Katherine McLaughlin
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…
Jovan Johnson
6 mins read
9 tips to set yourself up for semi-retirement
Semi-retirement is becoming increasingly common, whether through choice or necessity.
Susan McCullah
4 mins read
I started saving for retirement when I was 24, and I'd recommend just about anyone do the same for 2 reasons
She didn't have a clear idea of her future retirement when she started saving at 24. But with growi…
Tanza Loudenback
3 mins read
The equation I use to figure out how much money to save for any goal within the next 5 years
If you know your target savings balance and when you want to reach it, you can easily calculate how…
Tanza Loudenback
2 mins read
As a financial advisor, there are 5 things I'm telling my clients to do to prepare for the new year
Financial advisor Joseph Edmondson is currently working with clients to set goals over three time p…
Joseph Edmondson
4 mins read
I've followed the '30% rule' since renting my first apartment, and 5 years later I'm seeing the impact
I found a way to keep my housing costs to 30% of my income in New York City and Los Angeles. It's a…
Tanza Loudenback
1 min read
'The One-Month Plan to Master your Money' is a free ebook to help get your finances ready for 2021
Outlined as a four-week curriculum with three tasks per week, "The One-Month Plan to Master your Mo…
Tanza Loudenback
3 mins read
Saving money might be hard, but it can kick off a lifetime of financial security and even long-term happiness
Perhaps the meaning of financial security has changed for you during the pandemic, but if you can a…
Tanza Loudenback
3 mins read
3 expert-recommended steps for creating a budget that makes life easier, not harder
Budgeting in the traditional sense can feel restrictive. Experts suggest creating a "spending list"…
Tanza Loudenback
3 mins read
In the race to achieve financial success, don't lose sight of your 'why'
In the latest issue of the Personal Finance Insider newsletter: stories you may have missed, an inv…
Tanza Loudenback
3 mins read
4 things you can do today to feel better about your money, according to an expert
Engagement is the key to decreasing anxiety and boosting confidence, says Cynthia Loh, vice preside…
Cynthia Loh
2 mins read
A financial planner uses a 2-step exercise to help clients find the 'freedom' in getting a raise
Certified financial planner Eric Roberge says his clients often experience a gratifying "aha moment…
Tanza Loudenback
2 mins read
I've been a financial planner for over 20 years and I still see investors make the same mistake when things aren't going well
Sandi Bragar, CFP and managing director at Aspiriant, shares how she coached a client out of making…
Sandi Bragar
3 mins read
We're doing a retirement 'test run' this year, and by December 31 we'll know exactly how much we need to leave our jobs
Writer Rebecca Chamaa and her husband are painstakingly tracking their spending this year in prepar…