financial plan Tag Page 1

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Are Roth IRAs Really as Great as They’re Cracked Up to Be? Thu, May 18, 2023 ".......In reality, the Roth is just another tax strategy with pros and cons like all the others. If you choose to save your retirement dollars in a Roth IRA or Roth 401(k) instead of a traditional IRA or 401(k), you will be giving up some tax breaks... Read More

By Edward F. Downey as seen at Kiplinger.com

SECURE 2.0 Act Changes 401(k), IRA, Roth, Other Retirement Plan Rules Mon, Mar 20, 2023 The SECURE 2.0 Act makes major changes to retirement savings plans. Here's what you need to know. Read More

By By Kelly Taylor (as seen on Kiplinger.com)

How to Find a Financial Adviser Wed, Jan 04, 2023 ......And while we’re on the topic of ethics: Fiduciaries are required by law to put your interests before their own.. In addition to that, a subset of fiduciary firms are fee-only, which means they don’t sell any products or services beyond their r... Read More

By as seen at Kiplinger.com

The Best and Worst Ways To Spend Your Year-End Bonus Tue, Dec 06, 2022 Good news for employees: Even though 2020 and 2021 have been distinctly different from years past, full of economic strife due to the global pandemic, more employers are opting to give year-end bonuses. So if you're one of the fortunate workers who's... Read More

By Cynthia Measom in Yahoo Finance

How to Pick a Financial Advisor Wed, Nov 09, 2022 This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose Read More

By Bernice Napach in WSJ

How to Find a Fee-only Financial Advisor – And Why it Matters Tue, Sep 13, 2022 ....I recommend that you limit your search to fee-only financial advisors. They are more likely to put your financial interests ahead of their own since they don’t earn commissions from selling you products and services.... Read More

By Kevin Mercadanta

How to Choose a Financial Advisor That's Right for You Fri, Jun 10, 2022 .....Many professional associations have large directories. For example, the National Association for Personal Financial Advisors lists fee-only, fiduciary planners.... Read More

By Rachel Lynn CBS News Money Watch

Rick Kahler: When is 'financial planning' not financial planning? Thu, May 19, 2022 ....Then I notice the incongruency because in almost every case, the ads are being run by companies that sell financial products or are owned by huge insurance companies..... Read More

By Scott Waltman - Abdeen News

How Inflation Affects Financial Planning Wed, Mar 09, 2022 .....Financial planning or creating a financial plan isn’t a one-time, transactional exercise. As you build a plan, there are a number of inputs that help to create the personal and financial circumstances for each client. As those factors evolve, wh... Read More

By Joe Buhrmann as seen at FinancialPlanning.com

When it Comes to Your Financial Plan, You Can't Trust a Computer Tue, Jan 04, 2022 At my annual physical exam recently, the doctor took my vital signs, reviewed my medical records, and after reading my EKG results, said, “Well the computer says you’re having a heart attack.” But the computer was wrong. Read More

By Lisa Brown (seen on Yahoo Finance)

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