Tag Archives: Financial Planners

The New York Times 10:00 am on April 8, 2021
Tags: , , Financial Planners, , , ,   

Investing Made Simple for Beginners and Everyone Else

Managing your money for the long run can be easier than you might imagine.

#asset-allocation-personal-finances, #content-type-service, #financial-planners, #mutual-funds, #pensions-and-retirement-plans, #personal-finances, #stocks-and-bonds

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The New York Times 3:11 pm on February 26, 2021
Tags: , , Financial Planners, , National Assn of Personal Financial Advisors, , XY Planning Network   

Dad, a Death Sentence and the Planner Who Set Us Straight

A personal finance columnist, a lawyer and an executive whose nonprofit works with cancer patients sound like siblings who would be prepared to deal with their dad’s diagnosis. They still needed help.

#amyotrophic-lateral-sclerosis, #elder-care, #financial-planners, #home-health-care, #national-assn-of-personal-financial-advisors, #personal-finances, #xy-planning-network

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The New York Times 2:36 pm on October 24, 2020
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Wealthy Millennial Women Tend to Defer to Husbands on Investing

Even the most educated and high-achieving women do not participate equally with their husbands in long-term financial decision making, according to a study.

#coronavirus-2019-ncov, #divorce-separations-and-annulments, #ellevest, #financial-planners, #ginsburg-ruth-bader, #high-net-worth-individuals, #krawcheck-sallie-l, #lowry-erin, #mckinseyco, #millennial-generation, #national-womens-law-center, #porter-katie-1974, #research, #ubs-ag, #women-and-girls, #womens-rights

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The New York Times 7:00 am on October 2, 2020
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Do Politics Belong in Retirement Planning?

Whether financial advisers like to address the topic or not, clients are bringing it up.

#content-type-service, #financial-planners, #presidential-election-of-2020, #retirement, #united-states-politics-and-government

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The New York Times 9:00 am on June 24, 2020
Tags: Common Cents, , , , Financial Planners, ,   

Your Brother (or Sister or Mother) Is Asking for Money. Now What?

Many Americans have lost work in the pandemic, and some are turning to their families for help. That can aggravate some awkward dynamics.

#common-cents, #content-type-service, #coronavirus-2019-ncov, #families-and-family-life, #financial-planners, #layoffs-and-job-reductions, #personal-finances

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The New York Times 1:00 pm on June 12, 2020
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Wealth Advisers Torn Over Taking Small-Business Aid

Independent wealth management firms that accepted a loan from a government relief program are facing blowback from those that declined the money.

#coronavirus-2019-ncov, #coronavirus-aid-relief-and-economic-security-act-2020, #financial-planners, #high-net-worth-individuals, #small-business

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