Archives

Five Steps to Limit the Financial Damage from a Natural Disaster

A major earthquake in Alaska. Devastating wildfires in California. It was a busy final few months of 2018 for natural disasters in the United States, punctuating another year of costly losses of life and property, and providing Americans with a

Best of Both Worlds: Blending Technology and Human Advice for a Better Financial Life

With technology touching virtually every aspect of our lives, it can be easy to lose sight of the critical role that person-to-person relationships and human expertise continue to play in certain key areas — and in our financial lives in

Eight Money Resolutions That Can Benefit You in the New Year – and for Years to Come

New Year’s resolutions don’t have to be a zero-sum game, where a few months of eating healthier or exercising more frequently are quickly offset by a return to old habits. Rather than pursuing a resolution that isn’t sustainable over the

What Exactly is a Retirement Income Plan?

Year after year, in survey after survey, the prospect of running out of money — of falling short of income — ranks among the biggest worries that Americans have about retirement. Which raises the question: What can people do in

Charitable Giving in the Trump Era: Five Tax-Favored Strategies

With the giving season approaching and the 2018 tax year nearing its close, charitably minded people will have to get more creative with their giving strategies in order to reap tax benefits under the sweeping federal tax package that took

The Power of Financial Planning, Part Five

Make It Personal: Why Customized Advice Matters When Working With a Financial Pro Here in the final installment of a five-part series on The Power of Financial Planning, we look at the all-important personalization aspect of financial planning — how

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

Early bird registration is now open for the 2017 FPA Annual Conference

Each year thousands of financial planners from around the world gather at the FPA Annual Conference to take part in an unforgettable educational and networking event. This year won’t be any different! The 2017 FPA Annual Conference will be held

Helping BestPrep Achieve Unreasonable Goals

Submitted by John Comer – Financial Education Committee When BestPrep asked me to talk about financial literacy to 600 juniors and seniors at Washburn High School, I checked the school’s website to see what I could learn about the school. 


Back