Financial Planning Article Archive

Here is a list of prior Financial Planning articles that have appeared on our site. Click any headline to view the complete article.

RETIREMENT 101
August 27, 2011 10:30 AM ET
Whether your retirement is right around the corner or a long way off, you owe it to yourself to look at four key factors that could ensure a secure retirement tomorrow.

LONG TERM CARE PLANNING
July 29, 2011 9:41 AM ET
Are you prepared for the possibility of needing long-term care at some point?

LONG TERM CARE INSURANCE
February 11, 2011 9:48 AM ET
Many of us these days share a concern about having to use long term care services in our lifetime or we are aware of someone in our lives who is already receiving long term care services in the home, in the community or a facility.

THE TRUTH ABOUT ANNUITIES
December 15, 2010 12:56 PM ET
There has been much media discussion about whether annuities are a good thing to have.

CAN YOU AFFORD TO ADOPT A CHILD?
April 27, 2010 11:18 AM ET
For the thousands of Americans who are unable to have biological children, adoption can provide the opportunity to raise a child.

HOW YOUR PORTFOLIO FITS INTO THE BIG PICTURE
October 7, 2009 11:35 AM ET
The challenging investment environment of 2008 taught many of us a painful but valuable lesson – it pays to know where you invest your money and whether that strategy is suitable for your circumstances.

MAKING THE MOST OF A LAYOFF
June 8, 2009 8:07 PM ET
So you’ve been laid off, and suddenly you have more time on your hands.

LOANING A FAMILY MEMBER MONEY
April 29, 2009 3:25 PM ET
Times are tough, which means more individuals will find themselves requesting financial help from a family member.

SOCIALLY RESPONSIBLE INVESTING
March 11, 2009 1:24 PM ET
Now more than ever, investors are paying attention to the impact of their investments on the global environment and the well being of people around the world.

RIDING OUT THE ROUGH ECONOMY
January 21, 2009 12:46 PM ET
Experts may disagree about whether our economy is in a recession, but most agree we are facing the worst financial crisis in recent history.

HOLIDAY SAVINGS
December 7, 2008 6:37 PM ET
Most of us want to make holidays and birthdays a special time for our family and friends.

TAKE STOCK OF YOUR CHARITABLE GIVING OPTIONS
December 7, 2008 6:31 PM ET
In challenging economic times, charitable organizations need financial support more than ever. The question is, what is the best way to give to organizations you care about?

FITNESS ON A SHOESTRING BUDGET
October 10, 2008 12:22 PM ET
American waistlines are expanding while our pocketbooks are shrinking. With more deskbound jobs, increased reliance on motorized transportation and diets rich in high-calorie foods, it’s no wonder we’re becoming a little soft around the middle.

TEACHING YOUR KIDS ABOUT MONEY
September 10, 2008 1:14 PM ET
It’s never too early to give your children basic lessons in money management that will benefit them throughout life.

LOOKING FOR THE RIGHT TIME TO BUY A HOUSE
September 1, 2008 11:12 AM ET
It is fairly common knowledge that in most parts of the U.S., it has turned into a “buyer’s market.” The S&P/Case-Shiller® home price index, a nationwide measure, showed that as of the end of March 2008, housing prices had dropped more than 14 percent from the previous year.

INVESTING IN THE WAKE OF AN ELECTION
August 8, 2008 6:00 PM ET
The markets are unpredictable – rising and falling. In any election year, an additional element of uncertainty is added to the investment mix.

GET READY FOR RETIREMENT WITH EXPANDED IRA OPTIONS
July 2, 2008 12:04 PM ET
If your palms get sweaty thinking about how you are going to fund your retirement, take heart. New Individual Retirement Account (IRA) tax rules — particularly those pertaining to the Roth IRA — offer more flexibility to help baby boomers sock away money with tax advantages.

SAME-GENDER BABY BOOMER COUPLES & PROFESSIONAL WISDOM
June 4, 2008 12:57 PM ET
Sexual orientation may determine your life partner, but it shouldn’t determine whether you seek guidance in important areas of your life. Lesbian, gay, bisexual or transgender (LGBT) baby boomer couples who want to protect their status need the help of qualified professionals in the legal, medical, tax, insurance and financial fields.

BABY BOOMERS: PROTECTING YOURSELF AND YOUR BUSINESS
June 4, 2008 12:47 PM ET
“It will never happen to me,” is a sentiment often echoed by those who believe that the odds of suffering a disabling injury or illness are minimal. As a baby boomer business owner, you may be tempted to think, “it will never happen to my business.”

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