Financial Planning Archives

Using Your Assets for Good: Incorporating Charitable Giving Into Your Financial or Estate Plan

June 19, 2026
/ Business Owners & Executives • Investors • Personal Finance
/ By Rhonda Ducote and Megan Schwab

Tags: Diversification, Estate Planning & Asset Protection, Family Business, Financial Management, Financial Planning, Wealth Management,

Charitable giving is a rewarding process, but donors should be aware of the tax implications (and benefits) of each philanthropic approach.

The Sequence of Return Risk: A Retirement Red Zone

June 11, 2026
/ Weekly Commentary
/ By Amy Cai and Jonathan Friedland

Tags: Financial Planning, Retirement Planning,

A market downturn just before you retire can do disproportionate damage to your retirement savings. Here’s what investors can do to protect themselves.

Are College Degrees Still Worth the Investment?

April 29, 2026
/ Weekly Commentary
/ By Jonathan Friedland and Amy Cai

Tags: Financial Planning,

The four-year college degree used to be the standard. Lately, the number of entry-level white-collar jobs is declining, forcing the question: Is a college education still worth the investment?

5 Questions To Ask Before You Hire a Financial Advisor

July 9, 2025
/ Personal Finance
/ By Alicia Purdy

Tags: Accredited Investors, Financial Literacy, Financial Planning, Financial Services, Personal Finance/Investing,

Can your advisor prove their qualifications and track record? Know the questions to ask a financial advisor and what they mean for your financial future.

5 Frugal Living Tips for Tightening Your Budget

June 10, 2025
/ Personal Finance
/ By Michelle Gershfeld

Tags: Culture, Current Events, Financial Management, Financial Planning, Personal Finance/Investing,

These 5 costly mistakes may be keeping you from frugal living. Discover budgeting tips that will help you save.

4 Reasons Timeshares Are a Scam

May 16, 2025
/ Personal Finance
/ By Alicia Purdy

Tags: Culture, Financial Literacy, Financial Planning, Personal Finance/Investing, Real Estate,

Timeshare ownership is a popular way to vacation each year, but beware: purchasers don’t get the benefits of a true real estate investment.

How to Protect Your Assets Now to Cover Your Ass(ets) for Later

Tags: Alternative Assets, Estate Planning & Asset Protection, Financial Planning, Insurance, Tangible Assets,

Your assets go beyond stocks and property. Learn how to value, protect, and safeguard sentimental items like heirlooms and collectibles to preserve their worth.

Investing in Real Estate Is a Great Way To Earn Retirement Income

March 24, 2025
/ Personal Finance
/ By Rick Pendykoski and Donnell Stidhum

Tags: Financial Planning, Portfolio Management, Real Estate, Retirement Planning,

Investing in real estate is a smart strategy for generating steady retirement income. Diversify your portfolio with rental properties, REITs, and self-directed IRAs.

National Financial Literacy Month: Numbers Make the Case

Tags: Culture, Financial Literacy, Financial Planning, Personal Finance/Investing, Retirement Planning,

April is all about improving Americans’ financial literacy. That mission has never been more critical than it is today.

Does It Pay To Pursue Your Dream of Starting a Business?

February 18, 2025
/ Entrepreneurship
/ By Tom Kirby

Tags: Business Planning, Financial Planning, Self-Improvement, Start-Ups & Entrepreneurship,

Sure, pursuing your dreams requires a certain amount of risk-taking. But on balance, the bigger risk might be deferring those dreams.

Articles tagged: Financial Planning