Using a goals-based approach to financial planning can ensure your financial plan is focused on how your unique set of financial attributes can be used to achieve your personal life goals. Dawn Doebler, senior wealth adviser at The Colony Group lays out some steps for strong financial planning.
With the start of the new year ushering in a clean slate, now is a perfect time to revisit financial goals and strategize ways to maximize savings.
It’s that time of year when we make predictions for the new year. So, what are the hot financial planning trends for 2019? Dawn Doebler, senior wealth adviser at The Colony Group and one of the founders of Her Wealth®, shares her top five.
You might wonder whether you are saving enough to fund the retirement lifestyle you desire. These benchmarks will help you know you are well on your way to accumulating a substantial nest egg for retirement.
As we approach the year’s end, it’s a great time to reflect. Take this time to review your financial goals and make plans to do better next year.
Rather than planning for 25 to 30 years in retirement, couples with age gaps should plan for 40 or more years to stretch income.
A former tight end for the Philadelphia Eagles and Baltimore Ravens managed his money well — here’s what he did to make it work.
Chances are, year after year, you’ve signed your tax return without ever taking the time to examine the information.
Here’s what to take into account when choosing someone to help you with your financial planning.
Most people save for retirement over several decades. Your goals and priorities when you began to save for retirement are not necessarily the same ones you have now. Here’s how to make sure your financial…
Perhaps you’ve noticed that the word “annuity” sounds similar to “ennui.” Or you’ve been alarmed about the reputation surrounding certain types of annuities. Or you’ve tried to make sense of these products and felt all…
WASHINGTON — Soon-to-be college graduates are filling auditoriums and stadiums, ready to receive their newly minted degrees and embark on their chosen careers. But the vast majority has never had a personal finance class. Getting…
Much like changing your diet and working out to lose weight, getting in shape financially is easier said than done. Advice to get you started.
This completely free financial planning site
offers a way to combine financial accounts in one
place to make monitoring easier and savings goals
Recreating the District in video game form was no small task. Here's how the developers did it.