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Financial Planning

Tuesday’s need-to-know money news

May 8, 2018 By Liz Weston

Today’s top story: How much you should contribute to an IRA and how often. Also in the news: Creating a meaningful financial plan, what you should tell your financial advisor, and how to avoid drunk shopping binges.

How Much Should I Contribute to an IRA — and How Often?
Establishing a schedule.

Ask Why, Not What for a Meaningful Financial Plan
Setting the tone.

What You Should Tell Your Financial Advisor
Important information to share.

How to Avoid Drunk Shopping Binges
Valuable advice.

Filed Under: Liz's Blog Tagged With: financial advisors, Financial Planning, IRA, online shopping, retirement savings, shopping binges. tips

Tuesday’s need-to-know money news

March 20, 2018 By Liz Weston

Today’s top story: Straightforward answers to your Roth IRA questions. Also in the news: Disney vacation pros share budgeting tips for trips, how to jumpstart your financial plan by ditching this phrase, and what to ask yourself before dipping into your emergency fund.

7 Straightforward Answers to Your Roth IRA Questions
Everything you need to know.

Disney Vacation Pros Dish Up Budgeting Tips for Trips
More money for mouse ears.

Ditch This Phrase and Jump-Start Your Financial Plan
No more dwelling on the past.

What to Ask Yourself Before Dipping Into Your Emergency Fund
Is it really an emergency?

Filed Under: Liz's Blog Tagged With: budget, Disney World, Disneyland, emergency funds, Financial Planning, Roth IRA, tips, vacation

Tuesday’s need-to-know money news

January 23, 2018 By Liz Weston

Today’s top story: The 4 best times to file taxes. Also in the news: What’s different in this year’s tax filings, 5 traits shared by the best financial planners, and could this be the year to buy a house?

The 4 Best Times to File Taxes

Never Mind Tax Reform — What’s Different When I File This Year?

The Best Financial Planners Share These 5 Traits

Is 2018 the year to buy a house?
Could this be the year?

Filed Under: Liz's Blog Tagged With: financial planners, Financial Planning, real estate, tax filings, Taxes

Thursday’s need-to-know money news

March 30, 2017 By Liz Weston

Today’s top story: Don’t skip life insurance because of cost when having a baby. Also in the news: Wells Fargo could owe you money, crooks are targeting ATMs, and what you need to know about special needs financial planning.

Having a Baby? Don’t Skip Life Insurance Because of Cost
The sooner the better.

$110 Million Wells Fargo Payout Could Put Money in Your Pocket
If you got caught up in the fake fees scam, it’s time to get your money back.

Better Check Your Balance: Crooks Targeting ATMs
The return of the skimmers.

What to Know About Special Needs Financial Planning
Preparing for the unknown.

Filed Under: Liz's Blog Tagged With: ATMs, babies, Financial Planning, life insurance, scams, skimmers, special needs

Tuesday’s need-to-know money news

January 24, 2017 By Liz Weston

Today’s top story: How medical bill advocates can slash your costs. Also in the news: How two-factor authentication protects your online info, how investing apps can foil financial planning, and four credit card trends for 2017.

How Medical Bill Advocates Can Slash Your Costs
An advocate will go to bat to reduce your medical costs.

How Two-Factor Authentication Protects Your Online Info
Taking the important steps to protect your online information.

Investing apps can foil financial planning
Trusting your intuitions.

4 credit card trends for 2017 and what they mean for you
The good news and the bad news.

Filed Under: Liz's Blog Tagged With: credit cads, Financial Planning, Identity Theft, investing apps, medical bill advocate, medical bills, two-factor authentication

Friday’s need-to-know money news

January 20, 2017 By Liz Weston

Today’s top story: How to prep (or not) for President Trump’s proposed tax changes. Also in the news: You could be owed money in the Western Union fraud case, why inauguration rental hosts could get a tax break, and 4 ways your expenses can skyrocket when having kids.

How to Prep (or Not) for Trump’s Proposed Tax Changes
How these changes could affect you.

Western Union Fraud Case: Are You Owed Money
A new website has been set up for victims.

Inauguration Rental Hosts May Get Tax Break
A federal tax code could save hosts money.

Thinking of Having Kids? 4 Ways Your Expenses Can Skyrocket

Filed Under: Liz's Blog Tagged With: Financial Planning, fraud, inauguration, kids and money, tax changes, Western Union

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