Tagged With Pfi-financial-planning

Here's how a trust fund works to shelter your assets, distribute income, and manage taxes during and after your lifetime

My family stopped giving gifts to save money, but we liked it so much that 5 years later we still haven't started again

6 ways to earn extra cash this holiday season that you haven't thought of

3 surprising money lessons I learned from Ashton Kutcher, the actor-investor who turned a $30 million fund into $250 million

A couple who retired abroad say expat life isn't quite as 'exotic' as you might think

I've been through financial hell and back, but my Wealthfront app keeps me calm — and building wealth

LendingTree lets you compare loan offers to get the best deal, the same way you shop for flights

I spent 5 years studying rich people, and I can tell you they're laser-focused on building the type of relationships anyone can seek

My son's first year of life in Minnesota cost about $6,000. Here's every dollar we spent.

Online life insurance company Bestow offers competitive pricing, for 2 to 20 years at a time. Here's how it works and what to expect.

6 facts that show millennials are going to be OK, even if you think they aren't

I don't spend much on Christmas gifts, but there are 5 holiday expenses I won't compromise on

I'm a full-time freelancer, and there are 3 things I'm doing right now to recession-proof my finances

Here's the investment portfolio of 2 millennials who are saving for retirement, a down payment, and their future kids

I wrote my will for free using Fabric, and getting my printer to work was the hardest part

How to make a will without a lawyer, and be sure your money goes where you want

I'm a freelancer, and there are 4 things I do every month to prepare for a recession

I'm a financial adviser, and I can tell you the only 20-somethings who get enough life insurance through work are the ones who don't need it anyway

Group life insurance from work tends to be a good deal, but it's usually not enough — and you can't take it with you

As a mum to a disabled daughter, there are 4 new ways I'm handling my money