Topic: Financial Planning

Articles that give you the latest insights into financial planning, including news, tips and other information intended to help you plan your finances.

A bear market represented by a bear overlayed with red numbers.
Retiring in Bear Market
 August 5, 2022

School of Saving and Investing

Successfully navigating a bear market can be difficult for all investors, especially those preparing to enter retirement.

An image indicating robo-advice and human advisors will be compared.
Comparing the Value of Human Advisors and Robo-Advisors
 July 28, 2022

School of Financial Wellness

Robo-advisors are gaining popularity, but do they add as much value as their human counterparts? New research provides the answer.

Businessmen looking over a stack of reports and planning how to prepare for the potential impact of the Biden 2023 tax plan.
How the New Tax Plan Could Impact You
 June 2, 2022

School of Financial Wellness

President Biden has outlined his plan for taxes in 2023 including tax increases for corporations and wealthy families.

A widow appearing distressed and speaking to her financial advisor about her will, estate plan and financial plan following her partner’s death.
Why Couples and Widow(er)s Should Meet with a Financial Advisor
 April 7, 2022

School of Saving and Investing

Working with a financial advisor can help couples create an estate plan and help widow(er)s deal with new financial burdens.

A hand touching a digital screen with the word Bonds, indicating the article is centered around why you should hold bonds in your portfolio.
Why Should I Have Bonds in My Portfolio?
 February 9, 2022

School of Saving and Investing

Bonds are debt instruments that pay investors a steady stream of income in return for their cash up front. But income is only one of the benefits that bonds can add to a portfolio. In today’s economic environment, many investors are concerned with how monetary policy will affect their bond positions. That’s because inflation typically… Read more »

A Financial Advisor with a digital graphic overlay indicating timing of Medicare sign up to avoid penalties.
Medicare Late Enrollment Fees and How to Avoid Them
 November 12, 2021

School of Financial Wellness

Most Americans are required to sign up for Medicare at 65. Know these important dates to avoid late penalties.

A chart showing high taxes meant to indicate the article is about the 10 worst states for taxes.
The 10 Worst States for Taxes
 November 5, 2021

School of Financial Wellness

State taxes provide important services but can be a burden for those citizens paying them. Find out which states have the lowest taxes.

The word tax written on wooden blocks meant to represent state taxes.
The 10 Best States for Taxes
 November 3, 2021

School of Financial Wellness

State taxes provide important services but can be a burden for those paying them. Find out which states have the lowest taxes.

2022 Social Security Cost-of-Living Adjustment [COLA]
Social Security Cost-of-Living Adjustment [COLA] for 2022
 October 15, 2021

School of Social Security & Medicare

The Social Security Administration announced the Cost-of-Living Adjustment for 2022. Learn how this change could impact your finances.