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Finish Strong and Start Smart: A Financial To-Do List for Year’s End and the New Year

As much trouble as people have keeping New Year’s resolutions — an estimated 80 percent of resolutions fail within two months, according to findings by U.S. News & World Report — a better approach to goal-attainment might be to quit

The Eight Most Important People in Your Financial Life

As one of the world’s wealthiest people and most influential voices in investing and finance, Warren Buffett acknowledges he wouldn’t have reached those heights without guidance from three individuals in particular: his father Howard Buffett, his late first wife Susan

New Dynamics and Other Things We’ve Learned Under the Trump Tax Plan

The Trump Administration tax plan implemented in 2018 not only brought terms such as “lumping,” “bunching,” “SALT” (short for state and local taxes) and “pass-through business” into the mainstream personal finance and tax lexicon, it also has ushered in a

Spotify, Netflix and now…Financial Planning. Could Financial Advice by Subscription Be Right for You?

From digital music and movies to clothing, meals, cosmetics and even automobiles, there’s a subscription service for many of today’s most in-demand products. And now, there are subscription services through which consumers can access professional financial planning expertise and guidance

On FIRE: Is Retiring Early, in Your 30s, 40s or 50s, a Viable Option?

Financial Independence, Retire Early, or FIRE, is a real movement, where people build a sizable enough financial nest egg to quit working at an early age — typically in their 30s, 40s or 50s. But is FIRE a real possibility

Want the Inside Scoop on a Financial Adviser? Then Find Out How They’re Regulated

You’ve read the headlines: about Bernie Madoff-style Ponzi schemes robbing investors of their savings; about people who call themselves “financial advisers” but are in reality product-peddling salespeople, neither qualified nor authorized to provide financial advice; about individuals who claim they

Good Debt and Bad Debt: Borrowers Are Better Off When They Know the Difference

Debt is truly a double-edged sword — a blessing when used thoughtfully and selectively but a curse when overused and relied upon indiscriminately, says FPA member and CERTIFIED FINANCIAL PLANNER™ professional Devin Pope of Albion Financial Group in Salt Lake

Finding Common Financial Ground in a Couple with Divergent Financial Personas

Whether there is merit to the old “Opposites attract” bromide that suggests vastly different people often find good chemistry as a couple remains open to debate. But good chemistry goes only so far for couples with stark differences in how

The Model Matters: A Consumer’s Guide to Shopping for Financial Advice

The benefits, tangible and intangible, that people reap from working with a financial adviser are well-documented. For example, according to research conducted on behalf of AXA Equitable Life, the median retirement account balances for K-12 educators who work with a

Financial Planning for Families with a Special Needs Person

As the parent of a 31-year-old daughter with special needs, Lili Vasileff knows first-hand just how much financial strain that situation can exert on a family. “The costs can be enormous, and it feels like you’re always at risk of


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