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Family Governance: 3 Essential Building Blocks
Elaine King Fuentes, CFP
Whether we like it or not, families are comprised of emotional beings all connected in a system. Ups and downs or disruption in the system will often affect several family members, delaying the decision-making process. Lack of trust, differences in opinions, and difficulties in honoring parents’ wishes are just a few examples that demonstrate the need for a collaborative structure.
Putting Planning Ahead of Investing
Eleanor Blayney, CFP
One day, consumers might understand, once and for all, that financial planning is NOT just about investing. I wish I had a tax-deferred dollar for every time I have introduced myself as a financial planner, only to have the person I’ve just met on the elevator or train ask me what fund they should be using in their 401(k).
Financial Stresses and Strains
Eleanor Blayney, CFP
In recognition of April as Stress Awareness month, CFP Board recently conducted a nationwide survey of approximately one thousand adults, aged 18 and older, to determine the level and kinds of stress they were experiencing when it comes to managing their money. Except for a small, blissful minority (14 percent), respondents overwhelmingly reported experiencing financial stress of one form or another.
Indexing: Beat the Pros and Reach Your Goals
by Larry Stein, CFP®
Wall Street is lined with brilliant people who get paid large sums of money to pick stocks and bonds. They are called active managers, and they’re the smartest guys around. And yet, you can usually get better investment returns simply by picking a few low-cost index funds.
How to Use 'Goal Priority' to Save When You Have More Than One Financial Goal
by Douglas A. Boneparth, CFP®
I spend a good amount of time working with young professionals on a financial planning concept called "goal priority." Goal priority allows savers to organize their financial goals in such a way that they can more easily select which goals they should be saving for versus others. Before you can begin to prioritize your financial goals, however, you first must identify them.
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