Special Report
Annual Financial Planning Guide
With the markets hitting all-time highs, there's never been a better time to plan for the future.
Coming Up Next Week: How Should You Invest?
11.
Managing Charitable Giving
Week of December 10
Developing a Plan to Donate
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How to Pick a CharityThe increasing number of charitable organizations mean the competition is fierce for your charitable dollars. Use these tips to research before donating. -
Tips on Charitable Contributions: Limits and TaxesGifts to charity are one of the best tax-saving opportunities available. But as with most government benefits, there are rules, regulations, and limits.
10.
End-of-Year Tax Planning
Week of December 3
Dealing With the Changing Tax Code
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What You Need to Know About Capital Gains and TaxesFind out how your profits are taxed and what to consider when making investment decisions. -
Why You Should Front-Load Your 529 PlanIf you can, take advantage of a little-known tax break and front-load your 529 plan to maximize the effect of compounding. Result? More cash for college.
9.
Gifting Within Your Family
Week of November 26
How to Give Within Your Family
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How to Factor Family into Your Retirement PlanHashing out a family retirement plan can be overwhelming. That's why it's important to revisit things like timing, saving for kids’ college, and caregiving for elderly parents each year. -
Challenges in Leaving Inheritance to ChildrenHere's how to consider your own retirement needs when deciding whether to leave an inheritance.
8.
Budgeting for Vacation
Week of November 19
Where Do Vacations Fit in Your Budget?
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Planning for Bucket List Trips vs. Short VacationsYou don't have to choose between a bucket list trip and an annual vacation if you plan and save well. -
How to Plan for Travel in RetirementSetting clear savings goals is key to planning a travel lifestyle in retirement.
7.
Setting the Right Targets
Week of November 12
A New Approach to Setting Financial Goals
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Retirement Planning Doesn’t Stop When You RetireThe next phase of retirement planning begins once you've left the workforce. -
How to Build Your Own Retirement PlanA step-by-step guide to planning for your retirement. The sooner you start, the easier it will be to build a good cushion for your future.
6.
Planning for Education
Week of November 5
How to Accomodate Education Expenses
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The Costs of Going Back to School as An AdultGoing back to school as an adult requires careful financial planning. -
Heading Into Retirement With Student LoansEntering retirement with student loan debt is more common than you think. Here's how to deal with with common problems that come up.
5.
What About Health Insurance?
Week of October 29
How to Prepare for Medical Expenses
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Why Do Healthcare Costs Keep Rising?From 1996 to 2015, healthcare spending rose nearly a trillion dollars. But why? -
How to Plan for Medical Expenses in RetirementDon't let high health care expenses derail your retirement plans.
4.
What Will You Pass On?
Week of October 22
Planning for the Next Generation
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6 Estate Planning Must-HavesUnderstand what you need to know in your estate planning even if you don't have significant assets. Here are six essential things to have for successful planning and seamless asset transfer. -
How Does the New Tax Law Affect Your Estate Plan?The tax reform enacted at the end of 2017 will have a far-reaching impact on many areas of tax and financial planning.
3.
Fighting Your Own Worst Instincts
Week of October 15
Are You Sabotaging Your Retirement?
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Should You Draw From Your IRA Early?Withdrawing from your IRA before retirement can affect your long-term financial security. -
How to Sabotage Your RetirementYou can avoid blowing up your retirement savings by side-stepping these common financial mistakes.
2.
When to Turn to a Professional
Week of October 8
Do You Need a Financial Advisor?
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When Should You Hire a Financial Advisor?When assessing your financial situation, it's important to ask the right questions and engage an advisor on the terms that work best for you. -
What Does Your Advisor's Designation Mean?From the CFP to the CPA, do you know what your advisor's designation means?
1.
Your Financial Check-Up
Week of October 1
How Financially Healthy Are You?
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Have You Been a Victim of Identity Theft?These clues can signal that you've become a victim of identity theft. -
How to Conduct a Financial CheckupAn annual review of your financial status will keep you on track for a secure financial future.