KING OF PRUSSIA, Pa., July 20, 2020 /PRNewswire/ — A Better Financial Plan, LLC., (ABFP) based on King of Prussia, Pennsylvania announces that after a three-year investigation with the Securities and Exchange Commission (SEC), it has reached an agreement. The settlement was reached in response to an extensive review byRead More →

If you’ve told friends about their “investment men” or stayed on top of market news, you’ve probably realized that not all finance professionals are created equal. The services we provide – and the way we go about helping you achieve your goals – can vary widely. From my experience, itRead More →

Author’s note: After many years of editing by Kiplinger magazine, my colleagues and I have built a deep institutional memory of personal finance wisdom, and I’d like to share some of it with you. The advice below first appeared on the magazine’s 50th anniversary in 1997 and, in slightly revisedRead More →

If you’re worried that you haven’t done the right thing to plan for your financial future, you’re not alone. Fifty-eight percent of Americans say their financial planning needs improvement, and 34 percent have done nothing to plan for their financial future, according to a study by Northwestern Mutual. The studyRead More →

In an industry filled with professionals who call themselves “planners” and with baby boomers reaching retirement in droves, it’s remarkable that customers can still go home without a comprehensive retirement plan. You know, a tangible record that clearly identifies your goals and the steps needed to achieve them. One map,Read More →

Image source: Getty Images It is possible for anyone to become safer by taking the right steps. For most Americans, the novel coronavirus crisis has been a major wake-up call. The economy was doing well, unemployment was at an all-time low, and then everything changed in no time. The pandemicRead More →

This Insights article was written by Kayla Willliford Johnson, Financial Planning Associate at Pathfinder Wealth Consulting. This is the second article in a two-part series on the importance of a financial plan for your long-term financial success. Part 1 is available here. A financial plan is not a budget.Read More →

This Insights article was written by Kayla Williford Johnson, Financial Planning Associate at Pathfinder Wealth Consulting. This is the first article in a two-part series on the importance of a financial plan for your long-term financial success. Many of us want to improve our families, our relationships, our health andRead More →

THE FIRST STEP: Manage your mindset – the biggest obstacle to financial security is not your bank account balance. It’s the mindset you have towards money. If you have a mindset that says money is hard to come by or that you will never have enough of it, both ofRead More →

Mindy Ying, President and CEO of Pillar Pacific Capital Management, LLC, believes money management is essential to achieving a person’s goals and dreams. Pictures of Kamala Kirk Mindy Ying, President and CEO of Pillar Pacific Capital Management, LLC, believes money management is essential to achieving a person’s goals and dreams.Read More →

If you came across the following titles while browsing the internet, would you be able to identify the generation for which the author predicted near-certain doom? “America [Insert Generation] Waking up to a grim financial future”… [answer: Millennials] “[Insert Generation] In the face of reality, they may never retire. [answer:Read More →

Opinions expressed by Contractor the contributors are theirs. You are reading Entrepreneur India, an international Entrepreneur Media franchise. It is often said that failure to plan is to plan to fail. These words couldn’t have been truer when it comes to saving and investing. Today income generation is happening, butRead More →

Everyone would need financial security someday, which is why you need to start planning ahead for that time. Here are the things you need to secure yourself financially 1. Have other sources of income Creating another source of income is a great way to have financial security. Spending less andRead More →

A financial plan with all your long and short term financial goals is essential for a financially secure future. However, because life is uncertain, your financial plan can be negatively affected by several events beyond your control. Due to these unexpected circumstances, having a flexible financial plan is of utmostRead More →

There are many financial milestones in life – buying a car, paying for an education, saving for a house. But when it comes to retirement, a third of Americans have nothing saved for their after-work years. It depends Market weekend guest, Robert Reynolds, President and CEO of Putnam Investments. HeRead More →

This may seem obvious, even simplistic. But having home equity and retirement accounts are essential for most families’ financial assets and, by extension, retirement security. According to a new study from the nonpartisan Employee Benefits Research Institute (EBRI), home equity and retirement accounts — 401(k)-type plans and IRAs — accountRead More →

Planning for retirement is difficult, in part because it means having difficult conversations. Whether you’re in a relationship or planning for retirement as a single person, there are resources to help you get started. WASHINGTON – Many couples know how difficult planning for retirement can be. Some partners disengage, notRead More →

What is a financial plan? A financial plan is a document that contains a person’s current financial situation and long-term monetary goals, along with strategies for achieving those goals. A financial plan begins with a thorough assessment of a person’s current financial situation and future expectations and can be createdRead More →

Financial plans vs financial forecasts: an overview A financial forecast is an estimate, or projection, of likely future income or income and expenses, while a financial plan sets out the steps necessary to generate future income and cover future expenses. Alternatively, a financial plan can be thought of as whatRead More →

Are you financially secure? Almost all of the research conducted on the subject in recent years shows that most individuals are unable to demonstrate their financial security; especially in their retirement years. This only underscores the fact that achieving financial security is a difficult process that requires careful planning andRead More →

What it means to be financially secure can mean something different to everyone. But that should include being able to meet your current and future needs, while protecting yourself against major financial disaster. And as such, there are three main areas you can focus on if you want a secureRead More →