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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

Surviving the Sandwich: A Financial Balancing Act for People with Adult Kids, Aging Parents

If you’re feeling pressure to provide some kind of financial support to your aging parents as well as to your children while still trying to meet your own monetary goals and obligations, if you find yourself struggling to set your

Best Financial Advice for 2017: Experts’ Top 15 Money Tips for the New Year

If you follow the Chinese zodiac, 2017 is the Year of the Rooster. But it might as well be the Year of the Question Mark for all the uncertainty surrounding financial markets, government policy and the global geopolitical landscape. What


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