Articles about personal financial planning


This falling market offers an opportunity to cut your taxes in retirement

Last updated: 02/05/2019

CNBC.com ATABOY | Getty Images Recent market declines don't have to be all bad news for investors: They may provide you an opportunity to cut your taxes in retirement. The Dow...

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Your retirement questions answered: Social Security, buying service credits and Medicare

Last updated: 01/28/2019

Q: I am 62. Last year, I got a Social Security calculation showing that when I am 66-plus-years-old, I will receive $400-plus in Social Security benefits per month. Because of...

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The Big Five Personality Traits Of (Successful) Financial Planners

Last updated: 12/10/2018

close Executive Summary The conventional view in the financial services industry is that financial advisors must be extraverted to be successful so that they can find and...

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Hiring Great Talent from University Personal Financial Planning Programs: Keys to Success

Last updated: 12/08/2018

Scholarly Financial Planner ... A blog exploring the fiduciary duties of those providing personalized investment and financial advice. Monday, October 29, 2018 Hiring Great...

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How to avoid outliving your money in retirement

Last updated: 12/08/2018

Many risks await you in retirement, but two you really need to address are longevity and inflation. One is the risk of outliving your assets; the other is the risk of losing...

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Are schools adequately preparing next-gen advisers?

Last updated: 12/05/2018

Eric Schaefer's client was all ears when he laid out a new financial plan for him. Then the client's eagerness to implement the plan suddenly morphed into dejection. "I...

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How to tap your retirement savings — as a last resort — without getting hit with a penalty

Last updated: 10/24/2018

CNBC.com Zephyr18 | Getty Images If you are looking to to pull cash from your 401(k) plan or traditional IRA without getting hit with a penalty, the IRS will allow you to do...

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Journal The Value of Financial Designations

Last updated: 09/16/2018

by Sterling Raskie, Ph.D., CFP®, EA; Jason Martin, Ph.D.; Craig Lemoine, Ph.D., CFP®; and Benjamin F. Cummings, Ph.D., CFP® Sterling Raskie, Ph.D., CFP®, EA, is a lecturer of...

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7 Ways the New Tax Law May Impact You | Investopedia

Last updated: 09/08/2018

Many of the changes to the tax code were covered extensively by mainstream media, including the tax bracket changes, the increase in the standard deduction, the elimination of...

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InvestmentNews - 40 Under 40 2014: David Blanchett

Last updated: 09/07/2018

If you were to ask a kid what he wants to be when he grows up, "financial planner" may not be the first thing that comes to mind. But for David M. Blanchett, head of retirement...

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