Financial Planning

Carve out some time to discuss financial planning.

Wealth advisor Catalina Franco-Cicero discusses the unique challenges facing Hispanic households and how to help mitigate them.

Learn about housing, special needs trusts, legal implications, and more.

The author and financial planner discusses the ins and outs of planning for people with special needs, including guardianships, the role of trusts, and housing.

How to make sure these common financial ‘pain points’ don’t imperil your plan.

LGBTQ+ clients desperately need high-quality advisors they can trust.

The financial planning expert discusses the equity risk premium, tax-efficient retirement drawdown, and where to stash cash in a higher-interest-rate era.

Jonathan Clements shares his money journey, plus thoughts on rising interest rates, crypto, and retirement.

Understand what you need, so an advisor can meet your needs.

Rethinking priorities in the current financial landscape.

Ask about areas of expertise, compensation arrangements, and credentials before signing on for financial help.

The founder of Timothy Financial Counsel on the best candidates for hourly advice, direct indexing and tax planning, and how his firm advises clients in retirement.

The financial advisor on whether women invest differently than men, how couples can find financial peace, and why widows often switch financial advisors.

A financial planner discusses his shift from music to finance, his work in financial education, and where he thinks advisors can add the most value.

Ditch old money habits and make your financial health a priority.