Category: Financial Planning

How to Make 2017 Your Best Money Year

How to Make 2017 Your Best Money Year

The wonderful thing about January is that it is a time of new beginnings!  And, when it comes to your personal finances, 2017 can be the year where you can create a better money life to build financial security for you and your loved ones. Today, we want to provide you a listing of some […]

January 5, 2017 | By More
10 Money Tips from Top Money Gurus

10 Money Tips from Top Money Gurus

Are you thinking of making some changes in your money life for 2017?  We wanted to share some of the money basics tips that the top money gurus on the web and print world have given to their readers.  We invite you to check out our “10 Money Tips from Money Gurus” video as part […]

December 27, 2016 | By More
5 Financial Calculators: Tools for Financial Planning

5 Financial Calculators: Tools for Financial Planning

Have you reviewed your financial plans lately?  Many businesses hold their business planning meetings in the last quarter of the year.  It’s a good idea to dust off our personal financial planning program at least annually. In this way, we keep our short-term and long-term money lifestyle goals on track.  Thanks to a variety of […]

November 15, 2016 | By More
How to Choose the Right Financial Advisor

How to Choose the Right Financial Advisor

The story I’m about to share will certainly prompt the question of anyone – how do you I go about choosing a financial advisor?  After all, this person, this firm, is going to take a portion of my life savings and oversee the details and execution of my financial planning. Let’s briefly look at the […]

September 27, 2016 | By More
Simplify Your Life in Retirement: Downsize Your Home

Simplify Your Life in Retirement: Downsize Your Home

While reading the Business section of the Chicago Tribune last week, I came across Jane Bennett Clark’s article, “The surprising costs of downsizing your home.”  Although I am some years away from retirement, it’s a conversation I’ve heard from financial literacy colleagues and financial planners.  The recommendation is for soon retirees to consider the “simplify […]

April 26, 2016 | By More
Money Experts:  How to Know If What They Say is True

Money Experts: How to Know If What They Say is True

Several years back, we talked about if you can trust what a personal finance expert says.  Financial Literacy month seems a good time to bring up this important issue to money smart consumers again.  If there are two truths we would like to emphasize out the gate, it’s the following: Truth #1:  Do your own […]

April 7, 2016 | By More
How to Achieve a Well-Planned Money Life

How to Achieve a Well-Planned Money Life

As a personal finance researcher and writer, a share of my time is spent reading and writing.  It’s why I particularly enjoy coming out from behind the computer screen and presenting to audiences.  One of the programs I’ve done recently was at the AAUW Naperville Area (Illinois) Branch.  I did my How to Achieve a Well-Planned […]

February 22, 2016 | By More
Social Security Benefits: What You Get Based on Job Earnings

Social Security Benefits: What You Get Based on Job Earnings

How close are you to retirement?  Is it over a decade away?  Are you in the midst of performing your social security calculations now?  No matter what your time zone is today, having a clear understanding of how the Social Security Administration calculates what your monthly benefit will be is really important.  After all, your […]

February 9, 2016 | By More
New Year’s Resolution:  A Money Life of Financial Security

New Year’s Resolution: A Money Life of Financial Security

As a personal finance researcher, it’s been interesting to read the many articles flying through my personal newsfeeds and LinkedIn’s newsfeed in the last couple of days.  It’s January so you can imagine why a broad range of articles and blogs are focused on New Year’s resolutions.  The pieces that catch my attention, of course, […]

January 5, 2016 | By More
Retirement Planning: A Happy Retirement Requires Research

Retirement Planning: A Happy Retirement Requires Research

Last week we talked about knowing the facts about Social Security Benefits: What You Need to Know Today.  After chatting with some financial literacy colleagues about the post, it’s prompted me to once again share a perspective I feel is critical to the foundation of anyone’s happy retirement.  You absolutely must carve out the time, […]

November 24, 2015 | By More