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Personal Financial Planning Tips : How to Design a Savings Plan

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When designing a savings plan, it is wise to calculate a working budget for figuring out extra money to dedicate to the plan. Formulate a savings plan for short-term goals or retirement with tips from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works as a financial planner for [...]

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Financial planning 101

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Having a financial plan in place can help you prioritize multiple financial goals, such as retirement, saving for a home, or paying for a child’s education. It can also help put you on the road to reaching them, as Vanguard’s Stephani Smith explains in this Plain Talk on Investing™ video. For more information on saving [...]

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CFP Board’s Financial Planning Clinic – Boston, 2007

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On August 4, 2007, hundreds of Boston-area residents gathered at CFP Board’s free Financial Planning Clinic to meet one-on-one with over a hundred volunteer CERTIFIED FINANCIAL PLANNER™ professionals to discuss their personal finance questions, concerns and interests free of charge, with no strings attached Duration : 0:6:39 Recommended ReadingFinancial Retirement Planning, A First LookEmory University [...]

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Financial Planning : How to Calculate Retirement Income

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It can be difficult to calculate retirement income because it’s hard to estimate what things will be like in 20 to 30 years, which is the case for many people. Discover why a conservative strategy is useful when planning for retirement with help from a financial strategist and consultant in this free video on financial [...]

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Planning for Retirement vs Planning for Old Age

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Financial planning, as is obvious from the name of the profession, is directed toward the future. One important aspect of a financial planner’s work is “retirement planning”—helping clients invest and manage their funds to make sure they will have enough resources to take care of themselves in their later years. Rick Kahler, CFP, resides in [...]

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