Thinking ahead about how investing can support financial goals is the purpose of planning. Naturally, there’s lots of talk about common planning targets: retirement and college. But there’s also consideration of how to achieve multiple goals at various stages of life — whether covering basic needs or leaving a legacy — and how taxes and tax planning could impact results. Articles in the planning category allow you to clarify how today’s decisions can impact efforts to grow, manage, and maintain wealth.

Guide to Choosing Health Insurance (with Spreadsheet)

Choosing health insurance can be confusing, especially when you compare traditional plans with high deductible health plans (HDHPs). Buying insurance on the open market and comparing employer-sponsored plans taught me that choosing the perfect policy for varying health scenarios is impossible. Still, I’ve learned that I can make a reasonable guess on the plan that might work best for my family. Here are clear steps to clarify the pros and cons of health plans.

Choose Your Retirement Book Review

In her Choose Your Retirement book, Emily Guy Birken guides readers through choices for a good life, including those they may not have considered before. Here are a few tips from the book and encouragement to read it for yourself as you contemplate retirement.