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What We Can Learn from Gen Xers About Managing Our Finances

This article is the second in a series of three that explore what one generation has to teach other generations about money and managing their financial lives. The series began with an article discussing what we can learn from Millennials

A Household Spending Plan You Can Actually Stick To

There’s a reason why so many people don’t bother to put a household spending plan in place, or when they do, they struggle to follow it: because people generally don’t like to be told how to spend their money, regardless

What We Can Learn from Millennials About Managing Our Finances

This article is the first in a series of three that will explore what each of the aforementioned three generations — Boomer, Gen X and Millennial — have to teach the others about money and managing their financial lives. The

Gray Divorce: Dealing with the Financial Ramifications of Ending a Marriage Later in Life

The assumption used to be that divorce happened mostly to couples in their 20s, 30s and 40s. No longer. Figures released recently by the Pew Research Center indicate that among U.S. adults 50 and older, the divorce rate roughly doubled

Financial Planning Checklist for MILLENNIALS

The following is the third and final article in a series developed by the Financial Planning Association to provide members of a specific generation with a checklist of financial planning priorities appropriate to their age and circumstances. This checklist details

Are You Aligned With the Right Type of Financial Professional?

The benefits of working with a financial professional are well-documented, as study after study shows that people who entrust their finances to some type of adviser ultimately are better-positioned to fulfill their goals and meet their obligations than those who

Financial Planning in the Trump Era: Finding Solid Footing Amid a State of Flux

The fundamental justifications for creating a financial plan are the same as they were a year ago, a decade ago, even a generation ago: With a comprehensive, well-thought-out and professionally quarterbacked game plan, a person gains a greater sense of

Financial Planning Checklist for GENERATION X

The following is the second in a series of articles aimed at providing members of a specific generation with a checklist of financial planning priorities appropriate to their age and circumstances. Here in the second of three articles in the

Financial Planning Checklist for Baby Boomers

The following is the first in a series of articles aimed at providing members of a specific generation with a checklist of financial planning priorities appropriate to their age and circumstances. This first article in this three-part series provides a

Retirement Investing: Finding the Right Balance Between Growth, Protection

What’s the first thing people look at when they open their investment account statement? Usually their eyes go right to the bottom line, to see how much their shares of stock, or their mutual fund portfolio, or their retirement plan


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