Articles about personal financial planning


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 develop a

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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 Talent

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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 your

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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 literally

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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 it. Ge

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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 f

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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 per

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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 re

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Millennials who cohabit tend to accrue less wealth - Futurity

Last updated: 09/07/2018

People who cohabited had less wealth compared to those who never lived together before marriage, a new study finds. The gap in wealth grew significantly for those who cohabited mul

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Alliance of Comprehensive Planners Announces 2018 Tax-Focused Case Study Competition for College Students | Markets Insider

Last updated: 09/06/2018

WILMINGTON, Del., July 6, 2018 /PRNewswire/ -- The Alliance of Comprehensive Planners (ACP), a community of tax-focused financial planners who provide comprehensive planning str

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