Special Report

Annual Financial
Planning Guide

Everything you need to know to get your financial life in order in today's challenging economic climate.

Coming Up Next Week: Q1 Special Report: Your Mid-Career Guide to Retirement Planning

13.
Financial Planning Punch List
Week of December 26

Year-End Wrap-up: Have You Covered All the Financial Planning Bases?

  • Your Annual Financial Planning Checklist
    by Rebecca Lake
  • How To Build A Budget
    Video
12.
Top Financial Planning Software
Week of December 19

Do You Have the Right Financial Planning Software for Your Needs?

  • Adam Dell Launches Clarity Money
    Video
11.
Planning Retirement Income
Week of December 12

Plan Ahead for Multiple Revenue Streams for When Your Retire

  • Managing Multiple Revenue Streams in Retirement
    by Jean Folger
  • How Can Investors Pay their Future-Selves?
    Video
10.
Where to Save Next Year
Week of December 5

Identify and Strategize Where You Could Be Saving Money

  • 7 Ways to Save Money Next Year
    by Daniel Kurt
  • How to Save Your First $100,000
    Video
9.
Planning for Emergencies
Week of November 28

Review and Update Your Emergency Plan for Next Year

  • Why You Should Have an Emergency Fund
    by Amy Fontinelle
  • Do You Have Emergency Savings?
    Video
8.
End-of-year Tax Planning
Week of November 21

Capital Gains, Tax-Loss Harvesting and Other Year-End Tax Strategies

  • Year-End Tax Planning for Your Investments
    by Jim Glass
  • Tips To Make Next Year’s Taxes Less Stressful
    Video
7.
Your Annual Rebalancing Plan
Week of November 14

Review Which Portfolio Investments You May Need to Rebalance for Your Goals

  • How to Make a Solid Annual Rebalancing Plan
    by Mark P. Cussen, CFP®, CMFC, AFC
  • Strategic Asset Allocation to Rebalance Portfolios
    Video
6.
Best Investments for This Economy
Week of November 7

Fit Your Investment Portfolio to Next Year's Changing Economic Outlook

  • The Best Investment Strategies for a Low-Yield Environment
    by Roger Wohlner
  • Investor's Guide to Post-Golden Age Returns
    Video
5.
Roth Vs. Traditional Ira & 401(K)
Week of October 31

Do You Have the Best Mix of IRAs and 401(k)s for Your Financial Situation?

  • IRAs vs. 401(k)s: Differences Between Roth and Traditional
    by Mark P. Cussen, CFP®, CMFC, AFC
  • Roth vs. Traditional IRAs & 401(k)s
    by Alexandra Kerr
4.
Factoring in Family
Week of October 24

What Kinds of Provisions Will You Need to Make for Your Family?

  • How to Factor Family into Your Retirement Plan
    by Amy Fontinelle
  • How Your Spouse Affects Retirement Planning
    Video
3.
Setting Your Financial Goals
Week of October 17

Revisit Your Financial Goals and Set New Ones

  • Setting Financial Goals for Your Future
    by Amy Fontinelle
  • How Much Should I Save for Retirement?
    Video
2.
Assessing Your Financial Situation
Week of October 11

Start by Taking an Inventory of Your Financial Situation

  • Managing Personal Finances: Your Annual Self-Check
    by Rebecca Lake
  • Why Create a Financial Inventory?
    Video
1.
What is an Annual Financial Plan?
Week of October 1

Why It’s Important to Create an Annual Financial Plan

  • The Importance of Making an Annual Financial Plan
    by Rebecca Lake
  • Why Create a Financial Plan?
    Video

Coming Up Next Week:Q1 Special Report: Your Mid-Career Guide to Retirement Planning

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