Plan

New parents! So proud. So stressed. Now what?

New parents! So proud. So stressed. Now what?

Those soft, chubby cheeks. Those big, innocent eyes. Your heart melts every time you see your baby! But then come the 3 a.m. feedings. The ear infection that won’t go away. The never-ending diaper changes. While that new bundle of joy is certainly the apple of your...
How to write a DIY financial plan

How to write a DIY financial plan

Individual financial planning is no small feat—from choosing where to invest your money to planning your estate, there’s just so much to consider. Many money-conscious individuals opt to hire a financial planner to help them draft their personal financial plan. But...
Fill out this sample personal financial statement

Fill out this sample personal financial statement

The personal financial statement is one of the most versatile financial tools at your disposal. In planning personal finance, you can use it to define and track financial goals, an essential early process in creating an individual financial plan. Here’s what a...
Avoid these 5 financial planning mistakes

Avoid these 5 financial planning mistakes

Individual financial planning without common sense is like driving a car without a steering wheel: You aren’t going to get very far without driving off the road. When it comes to planning personal finance, you have to think very clearly about your money because it’s...
Financial planner: Should you hire one?

Financial planner: Should you hire one?

There’s no shame in admitting you don’t know how to do something, especially when it comes to individual financial planning. You definitely don’t want to risk mismanaging your hard-earned money due to a shoddy personal financial plan. A financial planner can be your...