Latest articles by Marcy Keckler, CFP®, CRPC®
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Three Tips to Help Millennials Strengthen Their Finances
Six in 10 Millennials feel good financially, but they could benefit from additional planning, especially when it comes to weathering economic hiccups and taxes in retirement.
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Four Steps to Prepare Your Finances for Divorce
Divorce is rarely easy, but getting financial paperwork in order, working with professionals and making tough decisions now can take some of the stress out of it.
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How to Donate Money and Reduce Your Taxes This Holiday Season
Charity Three tax-smart ways to give back include QCDs, direct gifts and gifting of appreciated shares.
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Are You Itching for an Earlier-Than-Expected Retirement?
retirement planning Lots of folks are pulling the rip cord on their careers sooner than they had initially planned. Before you rush to join them, make sure you are really ready to retire by answering these fundamental questions about spending and income.
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5 Steps to Take if You’ve Lost Your Job
unemployment Layoffs and job losses have hit millions of Americans recently. To navigate the financial challenges, focus on these five priorities first.
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Women Live Longer Than Men: Here's How They Can Avoid Running Out of Money in Retirement
Making Your Money Last Think about these tips when planning for those few extra years even while navigating through the uncertain times we're experiencing right now.
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Ready to Retire? Not Until You've Done These 3 Things
retirement To protect yourself from surprises, here are three steps to take, starting at 10 years before retirement, five years before and finally one year before.
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Financially Supporting Your Adult Children? Don't Let It Jeopardize Your Retirement
retirement Parents need to learn to set expectations and limits ... for their children and for themselves.
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Are You Prepared to Overcome the Financial Impact of a Natural Disaster?
real estate Take a few practical steps now to be ready just in case.
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Don't Be Fooled: 5 Steps to Help Avoid Financial Scams
Scams Some savvy stay-safe tips to help protect yourself and watch out for family members at the same time.
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Do You Have a Digital 'Guardian' for Your Estate?
retirement Your estate plan isn't complete without accounting for all your digital assets: from bank accounts and investments to even your Facebook page. Here are five steps to get you started.
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Interest Rates Have Been Rising. Are Investors Ready?
retirement There are several steps people might want to consider taking right about now. Here's how to evaluate your own investment, saving and debt situation and prepare for the changes ahead.
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