You Searched For "pfi more financial planner coverage" and got 20 results
Sort By:
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
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
4 mins read
5 strategies any dual-income couple can use to manage their money
While it's different for every couple, making sure you're on the same page about goals, priorities,…
Liz Knueven
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
4 mins read
3 reasons to combine your finances when you get married — and 3 reasons not to
Combining finances can work for some couples, and increase transparency and progress on goals. But,…
Liz Knueven
2 mins read
The US government is adding $600 a week to unemployment pay during the pandemic, but it's not tax free
The $600 a week being added to unemployment pay is not tax free. All unemployment compensation is i…
Tanza Loudenback
4 mins read
How to find out if you have unclaimed money
If your state is holding on to money that belongs to you, it's due to a federally mandated process …
Clint Proctor
4 mins read
I'm happy to spend my $1,200 stimulus check on my new puppy because he needs me — and so do our local businesses
With an abundance of time at home, it was finally the right moment to fulfill a dream and adopt a p…
Sarah Sharkey
5 mins read
If you've been financially impacted by the coronavirus, you may be able to pause payments on these 8 bills
Is the coronavirus negatively impacting your finances? You may be able to pause up to eight bill pa…
Laura Grace Tarpley
3 mins read
3 habits of high-earning women that can help just about anyone with money, according to a financial planner who's worked with millionaires
High-earning women pay for help. They invest in a dog walker, meal-delivery service, or housekeeper…
Leo Aquino
5 mins read
I'm a financial planner and a woman of color, and I can tell you firsthand that investing is the way to build generational wealth
Financial planner Pamela Capalad explains why many women of color don't invest, and why it's such a…
Pamela Capalad
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
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
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
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…
2 mins read
As a financial planner, I see too many investors fail to understand the difference between 2 types of risk
Certified financial planner Eric Roberge says investors should know how much risk they can stomach …
Eric Roberge
4 mins read
3 boxes to check before you buy homeowners insurance, according to a financial planner
Whether you're getting homeowners insurance for the first time or just updating your policy, get en…
Malik S. Lee
2 mins read
Financial planners agree on the biggest threat to a young investor: a 'false sense of confidence'
When a new investor scores a big return, they might believe it has more to do with their stock-pick…