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You Searched For "financial planners" and got 16 results


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3 mins read

Avoid these 4 mistakes and misconceptions when receiving an inheritance, according to financial planners

An inheritance can be life-changing — if you handle it wisely. Here's how you can avoid these 4 com…

Christine Ji   


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3 mins read

Why lifestyle creep can cause HIFIs to spend 'every cent they make,' according to a financial planner

Many Americans feel financially insecure and spend a fortune to appear wealthy, a financial planner…

Allie Kelly   


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3 mins read

Trump's plan for Social Security will help baby boomers in the short term and cut benefits for anyone younger

Trump promised to cut Social Security taxes. Experts say the plan could slash benefits for low-inco…

Allie Kelly   


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4 mins read

I'm a wedding planner. Here are answers to 7 questions guests are often too embarrassed to ask.

I've planned dozens of weddings, so I've heard my fair share of questions about when it's OK to ask…

Elisabeth Kramer   


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7 mins read

How to Choose a Financial Advisor - Pick the Right Financial Planner for You

If you're looking to hire a financial advisor or a financial planner, look for someone licensed, af…

Aly J. Yale   


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3 mins read

Barely one-quarter of financial planners are women, but industry experts say 2 simple strategies could move the needle

Some financial firms are setting up mentorship programs, recruiting at business schools, and commit…

Korie Wilkins   


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1 min read

Jamie Dimon says American schools should teach nutrition and financial literacy

Jamie Dimon, speaking at The Atlantic Festival, said schools should prepare students for the real w…

Lauren Edmonds   


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4 mins read

5 ways to build better money and health habits, according to a certified financial planner

Follow these strategies to achieve your resolutions in 2024. To build a new habit, commit to doing …

Elle Hardy   


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4 mins read

Your stock losses could save you money but financial planners say not to rush into anything

Tax-loss harvesting can save you money on your taxes if your stocks lost value, but you shouldn't n…

Mallika Mitra   


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5 mins read

School's out, and parents' financial stress is in

Summer can be a money pit for parents scrambling to keep their kids entertained in July and August.

Dan DeFrancesco   


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3 mins read

My kids have my maiden name as middle names. I wanted their names to honor my family legacy, not just their father's.

I wanted my kids to have my maiden name to preserve my family legacy. My husband is very traditiona…

Stephanie Claytor   


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4 mins read

A financial planner says retirement isn't the only way to combat burnout — a sabbatical might be the answer

Taking an extended break from work — otherwise known as a sabbatical — can help combat burnout, say…

Chloe A. Moore   


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4 mins read

5 important things to consider before retiring early, according to a financial planner

Financial planner Jovan Johnson says it's important to think about what you'll do with your free ti…

Jovan Johnson   


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5 mins read

How to find a woman financial planner

Women can benefit greatly from financial planner. Here's how to find a woman financial planner to h…

Aly J. Yale   


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2 mins read

3 creative ways to earn passive income you probably haven't considered, according to financial planners

Financial planners recommend investing for dividends, house hacking, and buying small businesses as…

Liz Knueven   


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5 mins read

MIT researchers say that AI is 'inherently sociopathic' — but that it can be trained to give ethical financial advice

AI is poised to transform financial advising — it could offer ethical, personalized guidance and he…

Tanza Loudenback