Financial Planning Archives - Page 9 of 33

The February Financial Goals Checklist

February 4, 2020 (Last Modified: February 5, 2020) / Brittney Castro

Don’t let the momentum wear off and call it quits for the year. Instead, use this checklist to ensure you’re staying on track to reach your financial goals.

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Financial Planning, How To

How to Pick an IRA (And Why You Should)

January 27, 2020 (Last Modified: August 21, 2020) / Dan Miller

The power of compound interest says the earlier you start saving, the better it will be for your retirement. Lets start by picking the right IRA for you.

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Financial Planning

How to Wire Money

January 2, 2020 / Mint

A wire transfer is defined as “a transfer of funds (as from one bank to another) by electronic means.” Though wires don’t connect anything, it’s as simple as taking money from one account at one bank and transferring it to...

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Financial Planning

What is a Sinking Fund?

January 2, 2020 / Mint

A sinking fund is a sum of money set aside each month that is saved purposefully for a big purchase. Unlike a savings account or emergency fund, a sinking fund offers encouragement to spend it all once you’ve reached your...

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Financial Planning

A CFP’s Money Checklist for January

January 1, 2020 / Brittney Castro

Every year, millions of Americans make New Year’s resolutions but only about 8 percent are successful in achieving them. And saving money is one of the top five New Year’s resolutions and also in the top five for most commonly failed.

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Early Career, Financial Planning

Freelancers: When to Give Yourself a Raise

December 26, 2019 (Last Modified: December 27, 2019) / Jackie Lam

Let’s have some real talk about freelancing and money matters, shall we? When it comes to running your own freelancing business, solopreneurs face some particular challenges. A major one? Knowing when it’s okay to spend more on personal, day-to-day living...

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Financial Planning

25 Books to Help You Make Money Moves in Every Stage of Life

December 20, 2019 / Mint

From lemonade stands as kids to 401k investments as adults, personal finance has surrounded our lives for as long as we’ve been alive. We all grow up learning the value of a dollar, and that there’s no such thing as...

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Financial Planning

Your Money Checklist for December

December 2, 2019 (Last Modified: December 9, 2019) / Samantha Tollin

The holidays are fast approaching! Whether you’re getting together with family, enjoying some time off, or preparing for the New Year, the holidays are a great time to reflect on the past year. (This can include evaluating your finances as well.) Since thinking about your finances during the holidays might not be ideal, we’ve done the heavy lifting for you and prepared a financial checklist you can use to help you stay on track.

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Financial Planning

Data-Driven Ways Fitness Can Benefit Your Finances [+ Free Printables]

November 15, 2019 / Mint

Getting physically fit takes discipline, effort, and more than a little energy to get to where you want to be. Regularly moving your body and sticking to a fitness plan isn’t easy, and doing so is certainly commendable—and comes with...

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Financial Planning

What is an IRA Withdrawal and How Does it Work?

September 13, 2019 (Last Modified: April 27, 2021) / Turbo

Most people hope to have a healthy retirement account built up by the time they’re ready to sunset their career. Many are making this happen; thirty-five percent of workers have upwards of $100,000 saved up for retirement, while 38% have...

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