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Articles tagged with Financial Planning

Q&A with the Planners: What Financial Advice Would You Give Your 25-Year-Old Self?

Rachel Rabinovich, CFP®, looks back on this milestone year, and shares how financial planning can help any Grownup achieve their goals.

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Become a Homeowner with Down Payment Assistance

Blogger Elizabeth Elstien discusses the ins-and-outs of down payment assistance.

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5 Financial Rules of Thumb to Live By

You probably grew up with parents (or grandparents) who cautioned that money doesn’t grow on trees, or a fool and his money are soon parted. But did you ever stop to think about what those adages mean to your financial life? Blogger Jennifer Nelson applies these wise words to financial health.

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A Mid-Year Checklist for Keeping Your Financial Goals on Track

By mid-year, our financial goals may have been changed or neglected. Don’t panic! Financial advisor Matt Becker of Mom and Dad Money shares how he helps his clients refocus and get back on track.

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How to Choose a Charity

If you’re planning to make charitable donations, you’ll want to know more about the charities you support. Here’s how to research philanthropic organizations to ensure your money goes toward causes you care about.

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Go Your Own Way

If you’re building a life outside the 9-to-5, you’ll need an abundance of courage and a plan for your money. Kate Holmes, CFP®, shares how she’s living a nontraditional life on her own terms.

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