Life-changing events are a great time to reassess your priorities and goals. A good financial advisor can help you map out a ...

Final Takeaway: Plan Out Your Finances Setting financial goals can give you more control over your finances and help you establish good money habits. Taking a few hours to plan out short-term, mid ...

Preparing for Retirement Planning for retirement is a long-term financial goal that every couple should prioritize. By age 30, couples should have started contributing to retirement plans like 401 ...

In the world of financial planning, numbers may reign supreme, but human behavior is often the silent force that determines success or failure. Market volatility, economic uncertainty, and personal ...

Investment Planning Tips A financial advisor can help you figure out how to invest your money and then manage it to reach your goals. Finding a financial advisor doesn't have to be hard.

A parallel example: 'Moneyball' and the shift in baseball metrics As mentioned above, the paradox in financial planning mirrors a similar imbalance in Major League Baseball, as depicted in Moneyball.

For example, a CDFA is a certified divorce financial analyst. That qualification may not be especially helpful to the average person, but a CDFA’s skills are relevant if you are trying to map ...

When it comes to retirement planning, what you don’t know can hurt you financially. If you’re approaching retirement, for example, you might not know how to create a portfolio that will ...

But my wife and I haven’t picked a stock or mutual fund for our own retirement accounts since the late 1990s, or written our own retirement plan. For that, we rely on a financial planner.

By: CBS 58 Newsroom Posted: Aug 15, 2023 9:55 AM CDT NOW: Financial advisor says to learn from celebrity examples when estate planning NEXT: 1:21 ...

Example: This type of portfolio could be invested 50% in corporate and municipal bonds to provide steady interest income, 30% in blue-chip dividend stocks for consistent quarterly dividends, and ...