Tagged With Financial Planning

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I'm a financial planner, and I keep seeing millennials misuse 2 types of investment accounts

'The One-Month Plan to Master your Money' is a free ebook to help get your finances ready for 2021

A down payment might be the biggest upfront cost of buying a home, but there are other things you'll need cash for

4 things I've done this year to take control of my money and get on the path to building wealth

I started saving for retirement when I was 24, and I'd recommend just about anyone do the same for 2 reasons

3 expert-recommended steps for creating a budget that makes life easier, not harder

A woman who married into 6-figure debt shares the strategies she and her husband have used to pay off $50,000 so far

3 ways to ground yourself in the middle of a financial setback

4 things you can do today to feel better about your money, according to an expert

The equation I use to figure out how much money to save for any goal within the next 5 years

3 strategies to gain control of your money today, no matter how stressed you are

A financial coach explains the 2 key decisions that helped her save $17,000 for a wedding

A financial planner uses a 2-step exercise to help clients find the 'freedom' in getting a raise

Having wealth and being rich aren't the same

Saving money might be hard, but it can kick off a lifetime of financial security and even long-term happiness

Money can't buy happiness, but how we adjust 3 financial 'levers' can drastically affect how we feel

4 qualities of people who are good with money that anyone can adopt, according to personal-finance professionals

In the race to achieve financial success, don't lose sight of your 'why'

A financial planner shares 3 ways first-generation Americans can build wealth for the future while supporting families who need them now