Financial Planner

The 7 best ways to get out of debt starting today, according to financial planners

By budgeting, consolidating, and prioritizing, getting out of debt is possible with the resources you already have.

2019-08-28

Should I pay my debt or save for retirement? First step is clear

Wondering if you should pay your debt or save for retirement first? If you have high-interest debt, pay that first then save for retirement.

2019-08-12

7 things you should always tell your financial planner

A financial planner or adviser can be a great resource to improve your finances, but their services only work if you are open about your money.

2019-07-31

A CFP says there are 3 reasons to call your financial planner when you get a raise

CFP Mary Beth Storjohann says a raise or promotion can mean three things for your money: increased cash flow, a new tax bracket, and new benefits.

2019-07-22

A financial planner does the same 2-part calculation to figure out how much every client needs to retire

Social Security is on shaky ground, and experts believe changes are imminent. Now more than ever, you shouldn't rely on Social Security.

2019-07-07

There's at least one clear sign you're not ready to buy a house, according to a financial planner

Your emergency fund and down payment fund shouldn't be one and the same. You'll still need a cash cushion for unexpected expenses as a homeowner.

2019-05-21

Here's exactly how to tell if you need a financial advisor, a robot, or nobody at all

Consider hiring a financial advisor if you need specific advice or you're too overwhelmed to plan for retirement or invest in the stock market.

2019-05-19
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