Financial Planning Articles

The Most Common Financial Mistake People Make

The Most Common Financial Mistake People Make

By Mark Meissner - January 26, 2012 - Financial Planning

Most people are doing nothing at all, they’re simply not planning to retire.

How Much Should I Be Saving for Retirement?

How Much Should I Be Saving for Retirement?

By Mark Meissner - November 24, 2011 - Financial Planning

Far too often, people make retirement planning, like investing, way more difficult than it should be.

4 Financial Lessons You Should Teach Your Kids

4 Financial Lessons You Should Teach Your Kids

By Mark Meissner - October 20, 2011 - Financial Planning

Setting your kids on a good financial path will help them throughout their lives

The Best Long-Term Products for the Intelligent Investor

The Best Long-Term Products for the Intelligent Investor

By Phil Dotree - July 17, 2011 - Financial Planning

Should you buy or wait?

Stuffing the College Cookie Jar

Stuffing the College Cookie Jar

By Steve Thompson - December 21, 2010 - Financial Planning

Save up for your kid's education.

Budgeting with a New Baby

Budgeting with a New Baby

By Steve Thompson - December 05, 2010 - Financial Planning

Financial advice that only a parent could tell you.

Last Minute Tax Preparation

Last Minute Tax Preparation

By Steve Thompson - November 28, 2010 - Financial Planning

The best way to meet the IRS deadline.

The Essential Financial & Legal Tools For Dads

The Essential Financial & Legal Tools For Dads

By Tyler Newton - November 11, 2010 - Financial Planning

You'll sleep better at night if you've got the really big worries covered.

The Ins and Outs of Wills

The Ins and Outs of Wills

By Steve Thompson - September 05, 2010 - Financial Planning

You don't need to have millions of dollars in assets to write a will.

All About Umbrella Insurance

All About Umbrella Insurance

By Steve Thompson - September 02, 2010 - Financial Planning

Make sure you've got all of your bases covered.

Will You Ever Retire?

Will You Ever Retire?

By Elliot Feldman - August 06, 2010 - Financial Planning

You've heard it before, but plan, plan and plan some more.

6 Steps to Stabilize Your Finances

6 Steps to Stabilize Your Finances

By Steve Thompson - July 15, 2010 - Financial Planning

How to shore up your finances in the fourth quarter.

When Should You Change Your Bank?

When Should You Change Your Bank?

By Steve Thompson - June 06, 2010 - Financial Planning

Whether it's local or national, there's a bank for you.

Plan for a Retirement Without Social Security

Plan for a Retirement Without Social Security

By Jeff Waddle - April 20, 2010 - Financial Planning

How secure is it and what can you do?

6 Things Your Credit Card Company Might Not Tell You

6 Things Your Credit Card Company Might Not Tell You

By Jeff Waddle - April 20, 2010 - Financial Planning

There are some things credit card companies don't tell you.

Converting IRAs to Roths

Converting IRAs to Roths

By Josh Katzowitz - April 16, 2010 - Financial Planning

You’re going to be taxed for all the money you’re making in investments.

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