Financial Planning 101: 8 Tips to Create a Plan

Before you create a financial plan, you need to define your goals and understand what you are trying to achieve. No matter the size or scope of your goals, your quest to accomplish them should be supported by a plan. Here are eight tips to help you get started.

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The Power of Planning: Financial Literacy for the Next Gen

April has been declared Financial Literacy Month across the nation, so we thought it was a great time to share some educational content created by our Financial Planning team. Led by a group of Certified Financial Planners, eMoney’s Financial Planning team helps our clients understand, and effectively use, our planning technology to meet their diverse needs.

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The Triple Threat Of Tax Returns, Tech And Financial Planning

For most of us, tax time means one thing – filing our returns accurately by that dreaded April deadline. However, tax season should also be viewed as an opportunity to review and update your financial plan. In fact, if we pay attention to our taxes year-round, perhaps we’ll find ourselves actually looking forward to tax season and the returns it may bring.

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Creating a Better Client Experience in a Post-DOL Rule World

“This is one of the most monumental pieces of legislation in our lifetime…bigger than the healthcare reform act,” says Henry Smith, Partner of Smith & Downey about the Department of Labor’s (DOL) new fiduciary rule. And regardless of the fate of the DOL Rule, the industry has initiated a massive shift to a planning-led, fiduciary model that’s sure to affect the way you conduct your business.

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Finding Value Under the New DOL Regime

Although there are still some hoping the litigation against the DOL will result in a suspension of the rule or an outright repeal by a newly elected administration, it has been my experience that most have accepted the new regulation since it conditionally protects the sale of commissionable products. However, favorable opinion has not resulted in much action on the part of financial institutions to implement strategies to deal with the new reg.

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