financial planning

Wall Street sees an opportunity in baby boomers

Aug 1, 2014
Boomers are targets for financial advisers eager for a slice of their retirement.
Posted In: baby boomers, financial planning

Personal finance in schools

Oct 18, 2013
Why personal finance classes are not mandated in high schools
Posted In: Education, financial planning, Personal Finance

Only a quarter of Americans expects an inheritance

Sep 16, 2013
The fact that so few Americans expect to inherit money from relatives -- and that most expect to get just $10,000-50,000 -- has big implications for their retirement plans.
Posted In: Inheritance, financial planning, Economy, Retirement

Your guide to hiring a financial planner

May 24, 2013
In a tight financial spot? Or maybe you'd like ideas on smarter ways to spend your hard-earned money? Then perhaps it's time for you to seek professional help and hire a financial planner. But before you do, take a look at our tips on how to find the perfect planner for your personal finances.
Posted In: financial advisor, Financial planner, financial planning

Preserving the value of an inheritance

Mar 23, 2012
What would you do if you came into a family inheritance after years of accruing debt and working minimum-wage Jobs?
Posted In: Inheritance, financial planning, Savings

Piggy Bank Award: Financially planning a windfall

Jan 6, 2012
We congratulate a man who decided to squirrel away his Lotto winnings until he finished drafting a sound financial plan for his millions rather than spending it on the high life.
Posted In: Lotto, millionaire, financial planning