planning Archives - In Class Book

Minnie Arwood
Financial Management
May 4, 2023
6 views

Texas A&M announces new bachelor’s degree program in financial planning

The Section of Agricultural Economics in the Texas A&M University of Agriculture and Lifetime Sciences gained acceptance from the Texas Greater Education and learning Coordinating Board to make a Bachelor…

Minnie Arwood
Financial Management
April 16, 2023
5 views

Legal and Financial Planning for People with Dementia

Español Many people are unprepared to deal with the legal and financial consequences of a serious illness such as Alzheimer’s disease or a related dementia. Legal and medical experts encourage…

Minnie Arwood
Financial Management
February 25, 2023
7 views

Human First: The Rise of FinPsych, Financial Therapy and Life Planning

Just before Cristina Livadary co-founded her advisory firm in 2018, she invested ten years on the fund distribution side as a wholesaler. She satisfied quite a few advisors and was,…

Minnie Arwood
Financial Management
January 8, 2023
6 views

Financial Planning for Retirement: It’s More Accessible, but Be Careful

I have been composing and researching articles or blog posts on finance and funds for most of my career, and covering retirement for the past 15 yrs. But my wife…

Minnie Arwood
Financial Management
January 4, 2023
3 views

Estate Planning New Year’s Resolutions

New Year’s is a time for resolutions, and estimates are that a person-3rd of Us citizens will make a money resolution. Why not persuade purchasers to make people resolutions about…

Minnie Arwood
Financial Management
December 29, 2022
4 views

Best of The Long View: Financial Planning and Retirement

Listen Now: Listen and subscribe to Morningstar’s The Long View from your mobile device: Apple Podcasts | Spotify | Google Play | Stitcher On this week’s episode, we’ll feature some…