Financial Planning Tips & Resources

Financial Fitness: Get Your Spending in Shape

Expert advice for five finance scenarios by Katherine M. Johnson, BestofNewOrleans.com “A budget is really about saying ‘no,’” says Jude more

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic more

Quarterly Market Review – Q4 2017

This report features world capital market performance and a timeline of events for the past quarter. It begins with a more

Building the Foundation

by Eric Kies “I’m not worried about us, what I’m worried about is our kids, and our grandkids. They’re not more

Get More Out of Your Charitable Giving

Ways to Support Great Causes by Shira Boss, AARP ‘Tis the season of gifts — and not only those wrapped more

Update on the Tax Reform Bill

Remember the play, “If it is Tuesday, it must be Belgium?” The speculation over the likely provisions in the tax more

Why “Play” Matters to Your Money

By Jude Boudreaux So much of the work we do as planners is around clients and their cash flow. There more

Don’t Worry About Money So Much: 4 Ways to Fix Your Finances

Forget the mistakes of the past, said Marty Kurtz, the founder of The Planning Center. “Have an open conversation with more

Holiday Spending Tips

Please be honest: Have you ever over spent on gifts for one of these special occasions: Christmas, Hanukah, Anniversaries or more

Should You Use Reddit for Retirement Advice?

What’s the best use of Reddit’s retirement subchannel? It’s a good place to start your journey. But there are some more