Financial Q&A: What's the right time of life to invest in age-based funds?
In general, the age-based approach is a good one for college accounts but I’m not a big fan of them for the life savings of ...
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4 Financial Planning Strategies From Experts and the Important Role Your Bank Plays
Most people think of their bank as a place to deposit and withdraw cash, but it’s more than that. Whether investing, building ...
An effective financial plan is more than just numbers | Paul Fain
Financial success is not about how much money you have; it is about how you manage and feel about the money you have.
Three Ways to Get Your Finances in Better Shape
Want fitter finances this year and beyond? Start by making full use of all your workplace benefits — from 401(k)s to ...
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Unlocking The Power Of AI For Financial Planners
Gradually Integrate AI Without Compromising Client Cadences Integrating AI in financial planning offers exciting opportunities, but it's important to introduce it gradually. A measured approach ...
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Women’s Growing Financial Power Could Reshape Wealth Management, CFP Reports
As women control a greater percentage of assets and take charge of household finances, they are increasingly turning to ...
6 financial planners reveal the money ‘rules’ even they have struggled to follow
“I bought too much house before I was a CFP professional,” says Williams. “One money rule you hear – that always seems to be ...