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Estate Plans Can Help You Answer Questions About the Future

In reality, though, if you have a family, you can probably benefit from estate planning, whatever your asset level.

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Life Events Can Lead You to See a Financial Advisor

That’s why you may want to seek the guidance of a financial professional.

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Work Toward Your Own Financial Independence Day

For starters, you'll want to determine what financial independence means to you. Is it the liberty to meet all your cash flow needs? The freedom to retire comfortably, at the age you choose? The ability to set up the kind of legacy you'd like to leave?

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Investment Strategy Can Be Your GPS as You Travel Toward Goals

During your life, you may take many journeys – one of which is the long road you will travel toward your financial goals. But even on this path you can benefit from a "GPS" in the form of your goal-oriented, personalized strategy.

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Smart Financial Moves for 'Gig' Economy Workers

About 36 percent of U.S. workers are now gig workers, according to a study from the Gallup organization, which defines the gig economy as one made up of a variety of arrangements – independent contractors, online platform workers, contract workers, on-call workers, temporary workers and freelancers.

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Tools Are Great for Father's Day – and for Investors

In fact, the construction process is valuable for anyone to learn – and the same skills that go in to creating and mending physical objects also can be applied to financial projects – such as working toward a comfortable retirement.

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Do You Have a Business Succession Strategy?

But if and when that day arrives, you'll want to be prepared – which means you need a business succession plan.

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Are Women Better Investors Than Men?

However, here's an interesting question: Do women possess attributes that may make them better investors? Some evidence suggests this may indeed be the case.

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Take a Closer Look at Myths Surrounding 529 Plans

Yet, you may have heard some things about 529 plans that are keeping you from investing in one. However, these concerns may be more myth than reality, so let's take a look at a few of them.

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Time to ‘Cycle’ through Some Investment Ideas

Of course, bicycling is good exercise and an environmentally friendly method of transportation, but it can also teach us some lessons about investing.

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Why Should Recent Graduates Care About Retirement Planning?

First of all, by contributing to your 401(k), you can get into the habit of regular investing. And since you invest in your 401(k) through regular payroll deductions, it's an easy way to invest.

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Should You Borrow from Your 401(k)?

To begin with, you need to determine if a loan is even available. You can only borrow from your 401(k) if you're still working for the company that offers the plan, but even so, you’ll have to check with your human resources area to determine if loans are allowed. If they are, you’ll want to weigh the pros and cons before taking action.

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Earth Day Offers Valuable Lessons to Investors

As a citizen, you may want to take part in a local celebration. And as an investor, you can learn a few lessons from the themes of Earth Day.

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What Can You Do With Your Tax Refund?

Of course, you could just spend the money on something you want, but if you would like to maximize the financial benefits from your refund, you might want to consider other options.

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Try to Avoid 'Titanic' Investment Mistakes

And as an investor, you, too, may be able to draw some important lessons from what happened on that cold April night more than a century ago.

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Time for Some Financial Spring Cleaning

This year, in addition to tidying up your home, why not try brightening your financial environment? Some of the same moves you make to clean your surroundings may apply to your finances.

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What Should You Do With an Inheritance?

Of course, everyone's needs are different, so there's no one "right" way to handle a large lump sum. But here are a few suggestions that may be useful.

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Put Together a Professional Team to Help You Reach Your Goals

Specifically, you might want to put together a team comprised of your financial advisor, your CPA or other tax professional, and your attorney. Together, this team can help you with many types of financial/tax/legal connections.

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Who Can You Trust to Reduce Stress of Estate Planning?

Of course, you might think that only the very wealthy need a trust company. But that's not really the case – people of many income levels have long used these companies.

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Women May Need to Make Extra Financial Moves

However, this last area – economic progress – is one that still causes concern, and rightfully so, because women still face gender-related challenges. How can you deal with them?

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The Right Insurance Can Meet Both Short- and Long-term Needs

That's why it's a good idea to become familiar with the various types of insurance and how they can address short- and long-term needs.

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Your Financial Advisor Can Do Some 'Life Coaching'

So, if you decide to hire a financial advisor, you should expect to receive some "coaching" as you work toward all your important objectives, such as sending your kids to college, enjoying a comfortable retirement and leaving a legacy that can benefit the next generation.

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Financial Gifts for Valentines ... Of All Ages

This year, consider going beyond the flowers and chocolates and think about providing financial-related gifts to your loved ones of all generations.

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What Can Investors Learn From 'Big Game' Teams?

In fact, "big game" teams can teach some valuable lessons to many groups and individuals – including investors.

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