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The article offers suggestions on how people can help their aging parents with their finances. Topics discussed include the need to start the conversation with the parents regarding financial planning, with topics such as estate-planning and powers of attorney; the need to review the bank and credit card statements of the parents; and the need to assess their assets and income. Also mentioned is the need to take help from financial advisors if needed.

The article discusses how more automated advisory services are giving clients the chance to consult with financial planners and investment counselors. The Department of Labor's fiduciary rule, in effect since June 2017, requires anyone giving investment advice regarding a 401(k) or an IRA to act in the client's best interest.. Some firms are reported to have swapped their commission-based pay structure for one that charges clients a fee based on a percentage of assets under management.

The article focuses on maximizing retirement benifits through proper retirement planning. Topics discussed include selection of financial adviser for maximizing the same; services offered by robo advicers, brokers, and registered investment advicers; and fees charged by financial planners in return of their investments.

The article offers advice for financial planning to help individuals reach their personal financial goals into retirement. Topics include regularly reviewing an investment portfolio especially following major life events, spreading out assets among investments and diversifying within asset classes, early investment in a 401(k) account, and making a budget that includes an emergency fund. It also discusses various options for getting assistance in making financial decisions and mentions potential charges by financial advisers that one may anticipate. INSETS: How to Get Started;When to Call In a Pro;Where to Get Help.

The article presents an interview with financial planner Lori Atwood on financial planning. Other topics of conversation include her practice of charging by the hour rather than requiring a minimum amount of assets under management, clients' inability to live within their personal means, and her development of the Fearless Finance website and app at www.fearlessfinance.com.

In this article, the author talks about financial planning for building an addition at their house in Washington, D.C. Topics discussed include tax planning strategies for managing retirement accounts due to financing with home-equity loan, gold standard as the certified financial planner (CFP) credential and meeting a CFP Lori Atwood, for tracking income and outgo and coming up with a budget for helping us save for goals.

The article discusses how the more one will save and the better one will manage one's cash and credit considering one's future. It notes that empowerment is the key to emotional well-being, at least when it comes to finances. It adds that people who believe they create their own financial destiny are happier with respect to their money than those who believe they have less power.

An introduction is presented in which the editor discusses various reports within the issue on topics including financial security for women, retirement income for women, and in-person consultation for financial planning.