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Financial Planner

Personal Finance 2021-04-05T19:55:57Z

A financial planner says there's a simple way to figure out if you're saving enough for retirement, no matter your age

To figure out if you're on track for retirement, start by taking stock of your current assets and creating a plan to reach your goal.
Personal Finance 2021-03-25T13:43:47Z

A financial planner explains how to choose between a Traditional or Roth 401(k) to save for retirement

The employer-sponsored 401(k) is a valuable retirement savings tool that comes in two types: Traditional and Roth. Here's how to pick the right one.
Personal Finance 2021-03-09T16:31:08Z

4 ways to spend an inheritance to build wealth for yourself and future generations

In this week's "Ask a Financial Planner" column, we answer a question from a reader in Seattle: "My grandparents gave me $50,000, how do I invest it?"
Personal Finance 2021-03-08T21:07:11Z

Facet Wealth is a virtual financial-planning firm with no minimum balance requirement and a fixed, annual fee starting at $1,200

Facet Wealth uses a goals- and values-based approach to financial planning and emphasizes implementing recommendations at the client's pace.
Personal Finance 2021-03-03T22:19:30Z

I'm a financial planner, and I've been giving my clients the same advice over and over throughout the pandemic

Financial planner Natalie Taylor says planning for the future — even when things are uncertain — can help you stay motivated and make decisions.
Personal Finance 2021-03-01T14:43:48Z

The best online financial advisors

To find the best online financial advisors, we looked at factors like fees, minimum balance requirements, accessibility, and what services are offered.
Personal Finance 2021-02-22T18:44:25Z

A financial planner shares the simple strategy she uses to help everyday Americans retire as millionaires

Start by knowing your net worth, then pay down debts, save monthly, keep your bills within your means, and set up a retirement fund.
Personal Finance 2021-02-20T13:33:00Z

I'm a financial planner, and my richest clients have the same 5 habits

Financial planner Anthony Carlton says his richest clients are teachers and other unassuming professionals who have good money habits.
Personal Finance 2021-02-18T19:32:04Z

Why a stock market crash is actually a good time to invest, according to 3 financial planners

It can be gut-wrenching to see the value of your investments drop, but a down market is a good time to add more to your investment accounts.
Personal Finance 2021-02-12T18:18:58Z

3 simple things wealthy people do to grow their money, according to a financial planner who knows

A financial planner says his wealthiest clients invest in themselves and avoid lifestyle creep, and they simplify their everyday routines.
Personal Finance 2021-02-08T14:44:31Z

3 tips from a financial planner to get smarter with your money every time you get a raise

When you get a raise at work, that money can be used to help you pay off debt, build wealth in the long term, and convince you to plan ahead.
Personal Finance 2021-02-04T20:28:44Z

4 money mistakes you should never make during a divorce, according to a financial planner

Keeping a home you can't afford, taking the wrong assets and relying solely on alimony are mistakes that can affect your long-term financial goals.
Personal Finance 2021-02-02T19:17:44Z

4 costs you can't afford to ignore before having a baby

Costs like labor and delivery, and short-term disability if you have pregnancy complications, can sneak up on you if you're not prepared.
Personal Finance 2021-01-29T17:31:17Z

4 money mistakes financial planners wish millennials would stop making

Financial planners wish millennials would stop fearing the stock market, and relying too much on Roth retirement accounts.
Personal Finance 2021-01-28T22:21:19Z

A financial planner says rich people do 5 things with their money that keep them wealthy

This financial planner's rich clients have a financial plan and stick to it, and are always looking for ways to reduce their overall taxes.
Personal Finance 2021-01-28T18:26:44Z

Optimism is hard, and less popular, but it's the best strategy for financial success

In the latest issue of Personal Finance Insider: "The Psychology of Money" helps us understand why it's hard, but important, to be optimistic.
Personal Finance 2021-01-22T21:11:52Z

The 5 worst things you can do with your inheritance, according to a financial planner

Purchasing assets you can't maintain, investing in one place, and sitting on the cash are some of the worst things you can do with your inheritance.
Personal Finance 2021-01-20T18:05:20Z

4 reasons you should hire a financial planner, even if you're under 30

Working with a financial planner in your 20s could help you get on track with retirement savings early, and help you chart a path to your goals.
Personal Finance 2021-01-19T15:26:14Z

A financial planner explains how to budget for unexpected expenses, like a medical emergency or holiday travel

Some expenses are unexpected, while others are simply overlooked. In either case, there's a way to budget for irregular expenses.
Personal Finance 2021-01-14T20:42:01Z

Why life insurance plays a key role in closing the racial wealth gap, according to a financial advisor

Life insurance can build wealth and leave a legacy for the Black community. Education and financial planners of color are key.
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