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Financial Planning

Financial Planning is a broad topic that spans your entire financial life.

These articles cover your early finances, saving for retirement, saving for life events, Social Security, and finally estate planning.

Additionally, check out related articles in these sections: banking, investing, real estate, and risk management

eFinPLAN Online Financial Planning Software Review

May 25, 2011April 16, 2008 by Pinyo Bhulipongsanon
eFinPLAN Online Financial Planning Software Review 1

Kent Irwin, who recently wrote a guest article: Is Suze Orman Right, Can You Be Your Own Financial Planner?, sent me a free license to use his eFinPLAN online financial planning software. In this post, I am going to provide you with my initial experience, and I will follow up with a second post to … Read more

Categories Financial Planning 8 Comments

Is Suze Orman Right, Can You Be Your Own Financial Planner?

August 8, 2019March 13, 2008 by Kent Irwin

If you watch Suze Orman’s TV programs you will hear her comment that people can be their own financial planner. Before I answer this question, I think I need to clarify what type of financial planner I believe Ms. Orman is referring to. There are several types of financial planners, but for simplicity I will … Read more

Categories Financial Planning 16 Comments
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