Financial Planning Archives - The Ways To Wealth

How to Make a Financial Plan In 7 Steps (Free Template)

R.J. Weiss — Tue, 23 Jan 2024 13:23:31 +0000

A joint study between the Consumer Federation of America and the CFP Board found that 48% of households with a financial plan described themselves as “living comfortably.” Those without a plan expressed that sentiment only 22% of the time. This guide outlines seven simple steps to develop a financial plan, regardless of your income or financial situation. Here’s an overview of the seven steps we’ll cover: We’ve also created a one-page PDF to walk you through each step, which you can download here. Big Ideas About Financial Planning What Is a Financial Plan? A financial plan is a document that […]

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How to Get Free Financial Planning Advice

R.J. Weiss — Wed, 09 Nov 2022 11:45:00 +0000

Often, the people who would most benefit from the help and advice of financial planners are those who can least afford to pay for those services. A knowledgeable financial planner can help you create a plan to consolidate credit card debt, guide you through the process of setting up an HSA, show you how to save money by refinancing your student loans and much more. If you could use some financial advice but aren’t a high-net-worth individual, we can show you how to get free (or very inexpensive) financial planning. Key Points FPA Pro Bono Days The Financial Planning Association (FPA) is […]

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How to Set Financial Goals That Actually Make You Happy (With Examples)

R.J. Weiss — Fri, 19 Nov 2021 03:37:00 +0000

When it comes to money management, it seems like there are dozens of different objectives. Saving for retirement, college, a house, a car, a vacation — and maybe even enjoying life once in a while. All of these things are important. But where should you start? How do you identify the most efficient path? And most importantly, what’s actually going to bring you happiness? This guide on how to set financial goals was designed to help you answer these and other key financial planning questions. Let’s get started! We turned this step-by-step guide into a free workbook, which you can […]

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Trust & Will Review – Fast, Easy Online Estate Planning

R.J. Weiss — Mon, 19 Apr 2021 09:00:00 +0000

In this detailed Trust and Will review, I’ll share my personal experience with the company, with the objective of helping you decide if it’s the right service for your needs. Note: Trust & Will allowed me to test their software at no cost. All opinions are my own; no promotion was guaranteed in exchange for writing this review. Trust & Will Review: Key Facts Trust & Will Cost Product Type Individual Couples Will $199 $299 Trust $499 $599 How Trust & Will Works While it’s true that the process does take 30 minutes from start to finish, there are a […]

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