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The Power of Financial Planning, Part Four

The EX Factor: Why There’s Value in a Financial Adviser’s Experience — and How to Measure It Here in the fourth installment of a five-part article series on The Power of Financial Planning, we look at the power of experience

Crystal Ball Gazing: Watch for These Seven Developments and Their Impact on Your Finances

Here’s what we know: The U.S. economy remains in high gear. Unemployment is near all-time lows. Investors are content as the stock market continues its lengthy run-up. Interest rates have nudged higher, as has the U.S. inflation rate. All against

Five Tips for Reckoning with Rising Healthcare Costs

All it takes is a glance at the bills from your medical and health insurance providers — and the dent that paying them makes in your bank account — to know that healthcare costs are rising steadily from year to

The Phases of Retirement and How to Prepare for Them

Everyone has a unique vision for how their retirement will unfold — a story they want to write for themselves once they move to the next phase of life. “The story is different for each person,” observes FPA member Monica

The Power of Financial Planning, Part Three

The third installment in a five-part article series on The Power of Financial Planning explores the many areas of specialization within the field of financial planning, and why it can be in a person’s best interests to work with a

Four Strategies to Reckon with the Stock Market Roller Coaster

After a quiet, steady and sometimes spectacular bull market in 2017, stock market volatility returned with a stomach-churning vengeance early in 2018, conjuring unpleasant memories of the major recession of a decade ago, and reminding investors just how important it

Cryptocurrency and Bitcoin: A Quick Primer for Curious Investors

In early April 2018, The Street, a finance and investing website, ran an article headlined, “Why Cryptocurrency Could Be the Next Frontier in Retirement Investing.” A few days later, an article headlined, “The Scary Truth About Bitcoin and How It

Working Through Tough Financial Issues with Adult Children

If you have grown children, chances are you have first-hand experience wrestling with the complicated, often delicate family dynamics of helping a grown child financially while still trying to meet your own financial obligations and goals. Indeed, those dynamics are

Are You Making the Right Assumptions About Your Money?

Kelvin and Kesha are working with an architect to design their own home, and to do so, they must make certain assumptions. They plan to have children, so their floorplan includes two extra bedrooms. A two-car garage is also a

The Power of Financial Planning, Part Two

What Sets a True Financial Planner Apart from the Crowd The spectrum of professionals who offer financial planning services is a broad one — so broad, in fact, that it can be difficult to define exactly what a “financial planner”


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