planning

My mom taught me that there's such a thing as "too frugal," and it's a lesson I share with financial planning clients every day.

My mom taught me that there’s such a thing as “too frugal,” and it’s a lesson I share with financial planning clients every day.

Insider experts choose the best products and services to help you make informed decisions with your money (here’s how). In some cases, we receive a commission from our partners, however, our opinions are our own. Terms apply to offers listed on this page. Growing up, my mom taught me to balance frugality with spending where …

My mom taught me that there’s such a thing as “too frugal,” and it’s a lesson I share with financial planning clients every day. Read More »

Planning your retirement income in the right order is important

Planning your retirement income in the right order is important

For all kinds of activities, it is important to do things in the right order. We mainly talk about treat retirement income planning, but the order retirement income planning is important. To illustrate this point, let’s first look at the simpler example provided by baseball. Batter Aaron Judge found himself hitting first into the Yankees …

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A recession could be imminent, but I'm not worried.  I feel like I've been planning my whole life.

A recession could be imminent, but I’m not worried. I feel like I’ve been planning my whole life.

Insider experts choose the best products and services to help you make informed decisions with your money (here’s how). In some cases, we receive a commission from our partners, however, our opinions are our own. Terms apply to offers listed on this page. I don’t worry about the recession because I feel like I’ve been …

A recession could be imminent, but I’m not worried. I feel like I’ve been planning my whole life. Read More »

Musk is planning the Twitter tick feature again, this time with more colors

Musk is planning the Twitter tick feature again, this time with more colors

Comment this story Comment Elon Musk said Twitter would launch a verification feature with multicolored checkmarks, just weeks after the botched rollout of its paid blue check model, which had to be scuttled when impersonation accounts surged. Musk tweeted on Friday that “Verified” will launch in a week, this time with gold checkmarks for businesses, …

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Planning for Sustained Success in the LEP Market

Planning for Sustained Success in the LEP Market

This piece originally appeared in the November 2022 edition of MReport magazine, online now. We have entered a brave new world in mortgage lending over the past year. The refinance volume disappeared, probably not heard from for some time. Lenders and mortgage companies are reconfiguring their operations to protect against margin squeeze. And decision makers …

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Are the “goals” of financial planning helpful or harmful?

Are the “goals” of financial planning helpful or harmful?

In an effort to inspire clients and potential clients to take action on financial planning, we see an endless stream of advertisements featuring exotic golf courses, beaches, sailboats and sea mammals. Words like “hopes”, “dreams” and “passions” are often invoked. And for the smaller subset of people in this world who regularly use these terms, …

Are the “goals” of financial planning helpful or harmful? Read More »

Are the “goals” of financial planning helpful or harmful?

Are the “goals” of financial planning helpful or harmful?

In an effort to inspire clients and potential clients to take action on financial planning, we see an endless stream of advertisements featuring exotic golf courses, beaches, sailboats and sea mammals. Words like “hopes”, “dreams” and “passions” are often invoked. And for the smaller subset of people in this world who regularly use these terms, …

Are the “goals” of financial planning helpful or harmful? Read More »

How tax planning services actually work and what they will cost you

How tax planning services actually work and what they will cost you

SmartAsset: Financial Advisor Tax Planning Services Not all financial advisors offer tax planning services, but many will include them as an offering to manage your overall financial plan. Financial advisors who offer tax planning services will likely offer some or all of the following services: Preparation of tax returns, including rental property and partnership returns …

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