I’m a financial planner, and this is the best advice I can give to people who are new to investing

The first step to becoming an investor is choosing a broker-dealer and filling out the necessary paperwork.  Before choosing your account type and creating an asset allocation plan, first take stock of your current situation — your age is likely to affect the amount of risk you are able to take with your investments.  Finally, select […]

Adobe reveals a sneak preview of Master Plan, an AI-assisted planner

EXCLUSIVE: One of the many highlights at Adobe Summit each year is the “Sneaks” segment, where the company shows off projects that give a glimpse of where its technology is going next. Sometimes these previews turn into real products. Even if they don’t make it to that stage, seeing where Adobe is headed and what […]

Royal wedding: Cost of Harry and Meghan nuptials revealed by top wedding planner

Meghan Markle, 36, and Prince Harry, 33, are soon to marry, holding their wedding on May 19. While royal weddings are always lavish, Prince Harry and the Suits actress’s is expected to be very expensive. Wedding planner Hamish Shephard, who is also planning the wedding of Meghan’s friend and reality TV star Millie Mackintosh and […]

I’m a financial planner, and these are the 4 factors that will determine your financial success

Kaspars Grinvalds/Shutterstock There are a few factors you should keep in mind in order to achieve future financial success. Know how long you plan to work and how you’ll invest your money.  It’s also important to consider how much you’ll want to spend in retirement, and how long you might live, in order to know […]

A certified financial planner explains just how risky of an investment bitcoin is

Bitcoin has been soaring in value at times, but crashing at others. Lauren Lyons Cole, a certified financial planner and senior editor at Business Insider, explains the risks of investing in cryptocurrency. Following is a full transcript of the video. Lauren Lyons Cole:  I’m Lauren Lyons Cole. I’m a certified financial planner and a senior editor […]

Moleskine’s smart planner requires too much effort to use

As a tech reporter, I sometimes find my reliance on physical planners and paper notebooks embarrassing. But there’s something about the act of writing my appointments down that makes them feel more official. As my friends will tell you, though, all too often I double- or even triple-book myself because I’ve forgotten to transfer my […]

A financial planner gives advice to a 24-year-old with $80,000 in student loans

COD Newsroom/Flickr Dear Carrie, I’m 24 and came out of school with $ 80,000 in college loans. I’ve been luckier than most of my friends and have a full-time job, but I’m wondering whether I should pay off my loans before I start saving for retirement. What do you think?—A Reader Dear Reader, This is […]

Moleskine planner syncs your handwritten schedule with the cloud

As helpful as online calendars can be, it’s hard to give up the satisfying feel of jotting down appointments in an old-school planner. Wouldn’t it be nice if you could use a pen and paper while still having all the benefits of the internet era? Moleskine sure thinks so. The company is expanding its connected […]

After almost 10 years as a financial planner, I’ve found the best way to keep track of my money is still a simple spreadsheet

Antony Jones/Getty Money can be unruly. But in order to reach your goals, you have to control the chaos. One of the easiest ways to keep track of your financial progress is to monitor your net worth: everything you own minus everything you owe. Think of it like taking a photo of yourself every day […]