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Saturday, December 06, 2025

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102 results found for “Financial planning”.

Roth IRA investment returns: How to grow your wealth for retirement

With tax benefits, a Roth IRA has the potential to grow your money exponentially for retirement. Let's explore how these accounts work, what return you can expect, and how to maximize your account.

Solo 401(k): Understanding self-employed retirement plans

The solo 401(k) is popular among self-employed individuals thanks to its high contribution limits and tax advantages.

What is a Roth IRA?

A Roth IRA is a type of investing account designed for retirement savings. Find out if it may be the right investment vehicle to help you meet your goals.

What’s the difference between after-tax contributions to a 401(k) plan vs. Roth 401(k)?

While similar, Roth and after-tax 401(k) plans have several key differences. Dig deeper into the pros and cons of each.

Forget the timeshare, people opt for a lifeshare: The economics of endless travel

Imagine a life where your biggest decisions are which country to wake up in, whether to enjoy breakfast on the deck overlooking the Mediterranean, and how to make the most of your shore excursions.

Fed rate cut: What it means for your wallet

The Fed’s quarter-point interest rate cut in November, hot on the heels of September's larger half-point decrease, has many people wondering what it means for their finances.

Charitable giving: Tax-smart strategies for doing good

Developing a tax-savvy giving back strategy can be an important part of a comprehensive financial plan — and help make doing good an effective year-round endeavor.

road

Goal Oriented: Financial confidence is high, and half of Americans have a clear plan

The majority of Americans (60%) feel optimistic they'll reach their financial milestones. New Empower research finds nearly half have a clear financial plan to meet these money goals, from homeownership to retirement.

green wallet

What are the benefits of an HSA Account?

The use of Health Savings Accounts (HSAs) has grown dramatically, increasing by over 500% since 2013, according to the Consumer Financial Protection Bureau. Learn more about the benefits and how HSAs can be helpful as a savings and investment tool, providing flexibility and tax advantages. 

Money resolutions: 5 ways to jump start your financial fitness

This time of year, it can be useful to take stock of your financial situation — and get a jump start on plans to boost your financial fitness in the year ahead.

The millionaire code

More people seem to be cracking the code to reach the ultra-high net worth threshold of at least $30 million, with double-digit growth in the U.S. in 2023.

In financial planning, AI has entered the room. Where does it fit in?

AI is used to help people build an investment portfolio, automate customer service, detect fraud, and beyond. Here's how the advice of financial professionals outshines the capabilities of AI.

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