The Education PlanⓇ: April is Financial Literacy Month
According to Standard & Poor's Ratings Services Global Financial Literacy Survey, only 57% of adults in the US are considered financially literate. While most Americans are making decisions with ...
American Association of Individual Investors14h
A One-Page Wealth-Building Plan for Managing the Costs of Late-in-Life Care
One of the biggest challenges in financial planning and investing is longevity risk. A one-page PRISM plan can help you prepare for the forthcoming costs.
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Financial Planning: Balancing Short, Medium, and Long-Term Savings
Many individuals focus on short-term savings, neglecting the broader picture of their financial future. While essential for ...
Simple Excel Features & Tools That Will Transform Your Financial Planning
Learn how to use Excel's What-If Analysis tools to master your finances and achieve your savings or loan goals effortlessly.
The Tax Adviser1d
Beyond the forms: The tax return as a beacon for financial planning
CPA personal financial planners’ ability to discern the story inherent in a client’s tax returns brings unique value to the ...
Retirement Planning: Why Business Executives Need A Financial System
A financial system is more than a portfolio. It integrates all aspects of your financial life, aligns short-term decisions ...
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I’m a Financial Planner: 4 Moves My Upper-Class Clients Are Making Under Trump
President Donald Trump's second term is just getting started, but he's already made some sweeping changes that have affected ...