Planning

10 key things to consider in your New Year's financial planning

10 key things to consider in your New Year’s financial planning

There’s no denying that 2023 will be tough, but focusing on financial planning for the new year might help. From soaring inflation and rising interest rates to the lingering effects of the pandemic and war in Ukraine, we can expect the economic landscape to remain unpredictable for the foreseeable future. Yet, while there is little …

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2 Stories From My Childhood That Convinced Me To Spend My Career Advocating For Estate Planning

2 Stories From My Childhood That Convinced Me To Spend My Career Advocating For Estate Planning

Insider experts choose the best products and services to help you make informed decisions with your money (here’s how). In some cases, we receive a commission from our partners, however, our opinions are our own. Terms apply to offers listed on this page. As a child, I remember the confusion and questions inspired by someone’s …

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7 Financial Planning Strategies for Affluent Americans

7 Financial Planning Strategies for Affluent Americans

financial planning for high net worth individuals Financial planning is the process of creating a plan for managing your money and assets. Financial planning for high net worth individuals is specifically for individuals and families who have accumulated greater wealth. If you are a High Net Worth Individual (HNWI), it is important to understand the …

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My mom taught me that there's such a thing as "too frugal," and it's a lesson I share with financial planning clients every day.

My mom taught me that there’s such a thing as “too frugal,” and it’s a lesson I share with financial planning clients every day.

Insider experts choose the best products and services to help you make informed decisions with your money (here’s how). In some cases, we receive a commission from our partners, however, our opinions are our own. Terms apply to offers listed on this page. Growing up, my mom taught me to balance frugality with spending where …

My mom taught me that there’s such a thing as “too frugal,” and it’s a lesson I share with financial planning clients every day. Read More »

Planning your retirement income in the right order is important

Planning your retirement income in the right order is important

For all kinds of activities, it is important to do things in the right order. We mainly talk about treat retirement income planning, but the order retirement income planning is important. To illustrate this point, let’s first look at the simpler example provided by baseball. Batter Aaron Judge found himself hitting first into the Yankees …

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A recession could be imminent, but I'm not worried.  I feel like I've been planning my whole life.

A recession could be imminent, but I’m not worried. I feel like I’ve been planning my whole life.

Insider experts choose the best products and services to help you make informed decisions with your money (here’s how). In some cases, we receive a commission from our partners, however, our opinions are our own. Terms apply to offers listed on this page. I don’t worry about the recession because I feel like I’ve been …

A recession could be imminent, but I’m not worried. I feel like I’ve been planning my whole life. Read More »

Musk is planning the Twitter tick feature again, this time with more colors

Musk is planning the Twitter tick feature again, this time with more colors

Comment this story Comment Elon Musk said Twitter would launch a verification feature with multicolored checkmarks, just weeks after the botched rollout of its paid blue check model, which had to be scuttled when impersonation accounts surged. Musk tweeted on Friday that “Verified” will launch in a week, this time with gold checkmarks for businesses, …

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Are the “goals” of financial planning helpful or harmful?

Are the “goals” of financial planning helpful or harmful?

In an effort to inspire clients and potential clients to take action on financial planning, we see an endless stream of advertisements featuring exotic golf courses, beaches, sailboats and sea mammals. Words like “hopes”, “dreams” and “passions” are often invoked. And for the smaller subset of people in this world who regularly use these terms, …

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