Financial Planning

Get the basics of planning explained in a way that makes sense. Find out how to build the financial plan strategy you need based on your goals.

    What causes inflation?

    6 Questions to Ask a Financial Advisor

    Identity theft: 10 ways you can lower your risk of being victimized

    Do you have more money problems than a year ago?

    How you can avoid taxes on a 401K inheritance


    Some advantages of a fintech company

    Lending money to family or friends

    Selling your home for more money

    Sell or rent your home

    5 ways to improve your financial health

    How do financial advisors get paid

    Evaluating your financial advisor

    Is this the right time for refinancing a mortgage?


    Should I pay off my mortgage?

    Should I have more than one financial advisor?

    Don’t fall into the trap of using mental accounting

    Behavioral finance: Keeping emotions separate from investing

    Buying real estate with an IRA

    Advantages of Donating Stock to Charity

    Your annual financial planning checklist

    Which home improvements add the most value?

    What to do if you are a victim of identity theft

    How to take advantage of higher interest rates

    How do higher interest rates affect you?

    The downside of buying real estate with your IRA

    8 considerations for buying a second home

    Addressing the Gap in Financial Literacy Among Women