financial planning

Three people sitting and using a computer.
As the Financial Security Trend Survey shows, the important role of policy – both public and private – are key components to improving financial health.
Whom do you turn to when you need advice on managing your personal finances? A family member? A close friend? Or do you have a financial planner on speed dial? When there is mention of a financial planner, people often think it’s a service for the wealthy. It’s time to debunk that myth. Financial…
Need financial advice on estate planning, retirement savings or something else? You can get it for free.
Some fabulous freebies to end the year with and ring in 2014:
Some people might prefer bathing the dog to sitting down and creating a f inancial plan. However, adults who take the time to develop a comprehensive financial plan are more likely to manage their money successfully, and are more confident about reaching their goals, like saving for retirement or…
This is a guest post by Bart Astor.
The deep recession ended four years ago, but the financial fallout remains for many older Americans. Some are so strapped that if an unexpected expense like a  major car or house repair arose in the next month, more than 1 in 4 adults age 55 or older couldn't muster $2,000 to pay for it.
Thinking about your eventual retirement? If you're relatively well-off, you're probably confident that your tax-deferred savings will provide your major source of income. But if you're at the other end of the income ladder, you're more likely to count on Social Security benefits to tide you over.
"Rules. A life without rules is exhausting and emotionally fraught."
What's a worse financial plan than taking a loan from your retirement savings? Taking a loan from your retirement savings and not paying it back. Yet a growing number of Americans are doing just that, according to a new study from financial services firm Navigant Economics. Defaults on 401(k) loans totaled $37 billion in recent years.
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