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  • Plan for Your Future: Tips for Young Professionals

    by Marguerita Cheng, CFP®
    The frenetic pace of our digital lives in dizzying! We are constantly on the move! Too many things to do, people to see, places to go. Of course, we all want to be ready for retirement some day, but too often we delay planning for our future. Young professionals, in particular, are so focused on building their careers that they haven’t the time or inclination to think about a time when that career will be behind them. To them, retirement is just a nebulous dream in the distant future. Planning and saving for retirement will just have to wait.
  • A Potential Bumpy Road for the Roth IRA

    For years the pathway to whether to “Roth or not” has been navigated by addressing two basic questions: What was your modified adjusted income? And what were your expectations regarding the future tax circumstances for yourself or your beneficiaries?
  • Divorce Financial Planning: 8 Tips to Get What You Need in a Divorce

    What should you do if you are in the middle of a divorce but feel at the end of your rope? Anyone who has gone through a divorce will tell you it can be one of the most challenging times in their lives and each day is a struggle. As a result, it's only natural to want to expedite a resolution as quickly as possible in order to move on with life and experience peace and happiness again. But what happens when giving up means giving in?
  • Answering Your Financial Planning Questions

    In honor of the fifth anniversary of Financial Planning Days, consumers were asked to send in their financial planning questions. CFP Board Consumer Advocate Eleanor Blayney, CFP® offers responses.
  • The Growing Risk of Identity Fraud—and What to Do About it

    It’s said that only death and taxes are inevitable, but scammers are doing everything they can to put identity theft on the exclusive list. With the latest JP Morgan security breach, on top of the Target incident earlier this year, more than 200 million personal records have been compromised. As long as we exist, transact, and communicate in today’s world, no one is immune to the devastating financial and personal consequences of identity theft.