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What Challenges to Personal Financial Planning Does Marriage Present?

What Challenges to Personal Financial Planning Does Marriage Present?

Personal financial planning focuses on steps to establish certain short- and long-term financial goals. Tasks like creating a personal budget, planning for taxes, and setting up investments and accounts can help individuals reach specific objectives, from paying off student loan debt to having enough to live on during retirement. 

Aug 9, 2022

How to Create a Financial Plan

How to Create a Financial Plan

A financial plan might lead to thoughts of legacy strategies, estate goals, passing on generational wealth, and retirement approaches, all under the direction of a professional financial planner or advisor. These can be included in a financial plan. But the actual plan itself is a basic statement of your current financial situation, long-term monetary goals, and the path that connects here and there.  

Aug 6, 2022

Can a CPA Give Financial Planning Advice?

Can a CPA Give Financial Planning Advice?

The CPA (Certified Public Accountant) designation is a well-known credential in the financial field. Candidates for it must first earn a bachelor’s degree in a relevant discipline such as business, finance, or accounting. Next, they must work for at least two years in public accounting and complete 150 hours of related education. Finally, they must pass the certification examination administered by the American Institute of Certified Public Accountants (AICPA), a professional organization with over 428,000 members in 130 countries.  

Aug 3, 2022

Is a Certified Financial Planner a Fiduciary?

Is a Certified Financial Planner a Fiduciary?

Implementing a wealth-building strategy usually requires the guidance of a finance professional. Financial advisors and planners can help you manage your wealth; however, neither designation implies a fiduciary duty on your behalf. 

Aug 2, 2022

What Is the 20/10 Rule?

What Is the 20/10 Rule?

Investment and finance can be intimidating. That's why rules and formulas often encourage us to feel confident that we are on the right track. Unfortunately, sometimes it seems like there are competing rules for every topic, and as an investor, you can cherry-pick the one you want. The same can be said for personal finance rules, although following some common sense guidelines is a wise approach to financial discipline and health.

Aug 1, 2022

How Much Does a Certified Financial Planner Cost?

How Much Does a Certified Financial Planner Cost?

Strategic money management isn’t a strong suit for many people. They don’t have the time, knowledge, or interest to dig deep into such planning. This is where a CERTIFIED FINANCIAL PLANNER™ can step in to help. These experts have the knowledge and understanding to build a solid financial strategy that fits various goals and objectives. 

Aug 1, 2022

How Might Taxes Have an Impact on Your Financial Plan?

How Might Taxes Have an Impact on Your Financial Plan?

Financial planning is not an exact science. Plans are best when they are flexible and frequently reviewed for needed changes. Sometimes you may need to change in response to external conditions, while at other times, you may want to change your plans because of changes in your circumstances. Either way, continuous review and updating are part of a good planning process.  

Jul 29, 2022

What Role Does Insurance Play in Financial Planning?

What Role Does Insurance Play in Financial Planning?

Insurance is a word that covers a lot of ground—people may insure their vehicles, homes, other possessions, their health, their faces, and, of course, their lives. You may not need to insure the continued appearance of your hands or face (unless you make your living as a model). Still, there are several types of insurance coverage that almost everyone should incorporate into their financial plan, according to the experts:

Jul 26, 2022

Family Financial Planning: What You Need to Consider

Family Financial Planning: What You Need to Consider

Family financial planning includes establishing shared goals, communicating intentions, and creating a strategy for accomplishing the desired outcome. Planning can be as simple as a family budget or as involved as a family office. Naturally, the more substantial the wealth, the more detailed the planning will need to be. But every family can benefit from discussing their goals and plans, the strategies they employ, and even the philosophy that guides their investment decisions. 

Jul 23, 2022

What Is a Turnkey Asset Management Program?

What Is a Turnkey Asset Management Program?

Financial advisors and asset managers often turn to Turnkey Asset Management Programs (TAMPs) to help them manage clients’ accounts. 

Jul 23, 2022

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