Archives

Show Me the Money: Navigating the College Financial Aid Maze

As the cost of a college education keeps increasing, securing some form of financial aid from private and/or public sources isn’t just a luxury, it’s a necessity for many students and their families. Fortunately, from grants to scholarships to student

Retirement Readiness: How Prepared Are You Really?

This isn’t your parents’, or your grandparents,’ retirement. Instead of accepting a pension, a gold watch and a rocking chair at age 65, more people are heading into the next phase of life with a plan to stay active, and

What We Can Learn from Baby Boomers About Managing Our Finances

This article is the third and final in a series that explores what people from one generation have to teach others about managing their money and their financial lives. The series concludes here with a look at what we can

Be Like Buffett: The Merits of Passive Low-Cost Investing

In his will, renowned businessman and investment strategist Warren Buffett reportedly left instructions for his heirs to invest in index funds, based on a belief that those funds would outperform actively managed, higher-fee investment vehicles such as mutual funds. “A

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


Back