Stories Tagged as
Financial planning
What happens when two bank accounts get married
by
Eliza Mills
Apr 10, 2015
A couple discusses their financial approach to tying the knot.
Your Wallet: Cheating and money
by
Josh Woo
Feb 6, 2015
Cheating in the financial world evokes reminders of big banks and insider trading — an image of the big company taking advantage of the little guy. One little guy wrote to tell us how he tries to turn the tables on the big companies on a much smaller scale. Chris Norrdin of Carlsbad, Calif., a retired […]
Wall Street sees an opportunity in baby boomers
Aug 1, 2014
Boomers are targets for financial advisers eager for a slice of their retirement.
Personal finance in schools
by
Adriene Hill
Oct 18, 2013
Why personal finance classes are not mandated in high schools
Only a quarter of Americans expects an inheritance
by
Krissy Clark
Sep 16, 2013
The fact that so few Americans expect to inherit money from relatives -- and that most expect to get just $10,000-50,000 -- has big implications for their retirement plans.
Your guide to hiring a financial planner
by
Adriene Hill
May 24, 2013
In a tight financial spot? Or maybe you'd like ideas on smarter ways to spend your hard-earned money? Then perhaps it's time for you to seek professional help and hire a financial planner. But before you do, take a look at our tips on how to find the perfect planner for your personal finances.
Preserving the value of an inheritance
Mar 23, 2012
What would you do if you came into a family inheritance after years of accruing debt and working minimum-wage Jobs?
For public good, not for profit.
Piggy Bank Award: Financially planning a windfall
Jan 6, 2012
We congratulate a man who decided to squirrel away his Lotto winnings until he finished drafting a sound financial plan for his millions rather than spending it on the high life.
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