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Thursday, June 19, 2025

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77 results found for “Financial planning”.

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.

Circling back to work: Strategies to save throughout your career

Check out these ways to manage your money during your career and help avoid slowdowns in your savings journey.

Protect your wealth with this 5-step checklist

Ensuring your money stays safe can be an essential part of your financial plan. Check out these five ways to safeguard your spending and savings now.

Time for a check-up: 7 questions to test your financial health

Maintaining good financial health is an ongoing journey. Try this 7-point checklist to take a personal inventory, revisit goals, and gauge how well you’re doing.

5 essential estate planning documents

With a third of Americans planning to leave an inheritance, it’s valuable to have a plan in place for your assets in case you pass away. Estate planning documents can ensure the fulfillment of your final wishes.  

Destination retirement: Traveling to pick your paradise

Living in the moment now can also pay off for future considerations: Here’s how your 2024 travels can help you envision your retirement. 

Coining a legacy: How Americans plan to leave their mark

Nearly half of younger adults consider leaving an inheritance as a marker of financial success. Here’s why more people should be thinking about it.

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