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