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.

3 Financial Truths for the Rest of 2024

Turn down the volume and stick to your plan.
How do financial advisors get paid

And what value can they provide?
Identify and help prevent bank scams

How to help protect yourself from increasingly sophisticated tactics.
What are the 'Financial Engines'?

A closer look at our backstory.
Buying real estate with an IRA

Should you use a self-directed IRA for a real estate investment?
The downside of buying real estate with your IRA

It’s a complicated process in which mistakes are costly.
Should I pay off my mortgage?

11 great reasons to carry a big, long mortgage
Which home improvements add the most value?

Important factors that impact resale value and return on your investment.
Your annual financial planning checklist

10 year-end personal finance review items for your financial planning.
Behavioral finance: Keeping emotions separate from investing

It can be harder than you think.
Don’t fall into the trap of using mental accounting

The way you think about money can have an impact on your financial well-being.
Identity theft: 10 ways you can lower your risk of being victimized

Some commonsense ways to help protect against identify theft.
Lending money to family or friends

What you need to know about family loan agreements.
What to do if you are a victim of identity theft

Steps to consider taking immediately and how to be proactive in the future.
Is this the right time for refinancing a mortgage?

Rising interest rates impact many homeowners’ refi decisions.
What causes inflation?

How long will the rising inflation rate last?
Should I have more than one financial advisor?

Why sometimes less is more when it comes to wealth planning.
Advantages of Donating Stock to Charity

Giving stock to charity in lieu of donating cash.
Some advantages of a fintech company

How the use of technology can actually increase the personal connection.
How you can avoid taxes on a 401K inheritance

Understanding your options is the key.
Do you have more money problems than a year ago?

Help alleviate financial stress with automatic savings.
Addressing the Gap in Financial Literacy Among Women

Tapping into knowledge and guidance can help enable financial empowerment.
6 Questions to Ask a Financial Advisor
How to take advantage of higher interest rates

Take advantage of higher interest rates to make your savings work harder.
How do higher interest rates affect you?

How rising interest rates can impact your plans.
Selling your home for more money

The magic words you need to consider in your real estate listing.
Sell or rent your home

Moving? Calculate whether it makes sense to sell or rent your home.
Evaluating your financial advisor

8 categories to help find a good financial advisor.
5 ways to improve your financial health

Take stock of your finances with this list.
How to get the most out of a financial windfall

Learn how a client navigated the complex challenges that windfalls can bring.
Strategies to protect your wealth

Fixating only on your portfolio can stand in the way of your goals.
How to save money during inflation

Discover easy ways to save in your everyday spending.
Love and money: 5 ways to strengthen your relationship

Couples who communicate about money could be more likely to go the distance.
Why renting out your home might not pay off

Passive income sounds good, but there are other considerations.
What is loud budgeting?

This trend may be just the ticket to help achieve your savings goals.
Your Guide to Understanding Lower Interest Rates

Understanding interest rates is key for your financial plan. Learn if lower rates will impact your saving or borrowing plans.
Our new Q&A gives tips to an anxious homebuyer

Because money doesn’t come with instructions.®
Tips to help your 529 plan pay off after years of saving

Because money doesn’t come with instructions.®
8 considerations for buying a second home

There is more to ponder than a second mortgage.
What are the “Financial Engines” in Edelman Financial Engines?