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Financial Plan

Late Start on Retirement Planning? Start Catching Up on 401(k), IRA Contributions April 3, 2020 10:30 AM   |  

Even if you got a late start on saving for retirement, there are ways to catch up on contributions to your 401(k) or IRA to have better chances of a successful life after work.

3 min read  |  Retirement Planning
Types of Debt: Good Debt vs. Bad Debt? Try Healthy & Unhealthy Debt March 4, 2020 10:30 AM   |  

Looking to pare down your debt load with a long-term plan to become debt-free? As you lay out your plan, remember that some types of debt may be healthier than others.

4 min read  |  Household Finances
Rosie Revisited: How Women Can Harness Their Financial Power February 7, 2020 12:00 AM   |  

Women are making up a bigger part of the workforce and the economy. Here’s how you can make the most of your financial power as a woman.

4 min read  |  Household Finances
Young Investors: Should You Invest When You Have Debt? January 16, 2020 10:30 PM   |  

Ready to start investing, but worried about debt? Here’s how to invest even if you still have debt on the books.

4 min read  |  Creating a Budget
Starting Early: Traditional & Roth IRA for Kids September 17, 2019 10:15 AM   |  

It's never too early to teach kids about finances and help them start saving for their own retirement.

5 min read  |  IRA & 401k Plans
7 Financial Steps For Newlyweds August 15, 2019 10:00 AM   |  

Whether you’re getting married for the first time or remarrying, it’s important to get your financial future in order first.

3 min read  |  Household Finances
Spending, Saving, or Investing Your Bonus Money: How About All of the Above? August 8, 2019 10:30 AM   |  

Many people put their bonus check into savings, while others opt to invest it in a retirement account. Some consider it "free money" to spend on something they want. Find out how you could do all of the above.

4 min read  |  Household Finances
What Are the Different Types of "Financial Advisors"? June 25, 2019 10:15 AM   |  

Everyone has a different financial situation, and they may want to consult a financial advisor for different reasons. Learning about financial advisors can help you determine which financial professional may be right for you.

5 min read  |  Investment Guidance
Caring for Your Finances When You’re Suddenly Single June 11, 2019 12:00 AM   |  

How can you make the best financial decisions when you're suddenly single? Read this guide to managing your finances in the transition.

3 min read  |  Household Finances
Focus on Women’s Finance: 5 Practices of Financially Smart Women March 13, 2019 4:00 AM   |  

Taking control of your own finances or the finances of the family often falls to the most financially fit female. Let's gear up girlfriend!

5 min read  |  Household Finances
Financial Planning for Baby: What It Costs to Raise a Child February 21, 2019 4:00 AM   |  

Having children can be costly, but the family budget can be flexible to pay for them if you plan ahead.

3 min read  |  Household Finances
Set Better Financial Goals for the New Year and Beyond January 1, 2019 4:00 AM   |  

Now is the time to have a money check-in and set financial goals. Meet with a consultant who can help you set investment goals for the coming year.

5 min read  |  Goal Planning
Tips to Create a Balanced Saving and Spending Budget December 13, 2018 4:00 AM   |  

Learn how to make a budget to manage your expenses while saving for your goals to help set up a solid future.

3 min read  |  Creating a Budget
Household Budget: On the Same Page Aligning Needs, Wants & Wishes October 31, 2018 4:00 AM   |  

Creating a family budget can seem like a daunting task, but it may surprise you how a family budget can bring you together and give the family a shared sense of purpose.

5 min read  |  Creating a Budget
Equity Compensation & Diversification: What You Need to Know October 4, 2018 4:00 AM   |  

This article presents some points to consider about diversifying holdings of company stock acquired from equity compensation.

4 min read  |  Stocks & Stock Sectors
Part of a Multigenerational Home? Managing Household Finances September 21, 2018 4:00 AM   |  

Learn about the benefits and challenges of multigenerational household finances and get details about household financial management.

5 min read  |  Household Finances
70% of Millennials Call Themselves Savers. Six Ways You Can Too August 16, 2018 4:35 AM   |  

Like generations before them, millennials want to be financially secure. Learn six saving and investing strategies that can help you pursue your goals.

4 min read  |  Savings Goals
Money Smart: Tips for Managing Expenses and Debt June 15, 2018 4:00 AM   |  

Many young investors aren’t sure how to start investing and may be surprised to learn it actually begins by managing expenses and paying off loans. Discover why.

5 min read  |  Household Finances
One Income? 5 Ways to Help Stretch Your Money June 11, 2018 4:00 AM   |  

Either by choice or circumstances, many people, especially women, may find themselves having to manage financially on a single income. Check out this blueprint to help you meet your needs and pursue your savings goals on a one-income budget.

5 min read  |  Household Finances
Revitalizing New Year: 6 Ways to Make Financial Resolutions January 18, 2018 11:00 PM   |  

To make progress toward your financial goals in 2018, it’s important to understand these six steps to potentially help you reach your financial resolutions.

3 min read  |  Goal Planning
Financial Planning in the New Year: Consider Getting Personal January 14, 2018 7:00 PM   |  

Have a personal goal in mind? Make sure it’s in sync with your financial goals.

3 min read  |  Savings Goals
Financial Planning to Pursue Life's Goals: The SMART Approach January 4, 2018 11:00 PM   |  

Creating a financial plan is an important step in attempting to achieve your goals. Learn more about the financial planning process.

3 min read  |  Goal Planning
5 Financial Steps to Take When You're Flying Solo December 20, 2017 11:00 PM   |  

Learn how to develop good financial habits, which can have a positive psychological impact and can potentially help you save and invest wisely for the future.

3 min read  |  Household Finances
Millennials Borrowing and Lending from the Bank of Mom and Dad October 9, 2017 12:00 AM   |  

Plenty of parents are helping their adult children financially, but there seems to be a generational disconnect about the extent of that help.

2 min read  |  Household Finances
A Well-Drafted Portfolio Should be No Fantasy – Key “Positions” to Fill August 23, 2017 12:00 AM   |  

Learn about the "positions" to fill as you build your investment portfolio.

2 min read  |  Portfolio Strategy
Mid-Year Tune-Up: Reassess, Realign, Rebalance? June 15, 2017 12:00 AM   |  

Plan a mid-year reassessment of your goals and expectations, to ensure your portfolio is still in alignment.

6 min read  |  Portfolio Strategy
Differing Views: When Partners Disagree on Retirement Investing June 8, 2017 12:00 AM   |  

When spouses have different investing styles, retirement planning can take some compromises from both sides.

4 min read  |  Retirement Planning
Start Setting Financial Goals and Make a Plan to Get There May 15, 2017 1:23 PM   |  

It’s tough to set financial goals and start an investing plan, but it’s important to do. Here’s some general information that can help start your research.

7 min read  |  Savings Goals
After the Wedding Bells: Exploring the Financial Benefits of Marriage April 11, 2017 8:00 PM   |  

Are you fully aware of the financial benefits of marriage? And if you are, do you know how to take full advantage of those benefits?

4 min read  |  Household Finances
Never Too Early to Have the Long-Term Care Talk with Your Parents February 28, 2017 11:00 PM   |  

It’s never too early to have “the talk” with your parents—about how they plan to spend and pay for the rest of their lives.

3 min read  |  Household Finances
How Parents of Elite Athletes Can Help Fund Their Child’s Dreams February 26, 2017 11:00 PM   |  

Parents of athletes can help fund their child's dreams without sidelining their own financial goals with planning tools and calculators from TD Ameritrade.

3 min read  |  Savings Goals
Starting Out Young: The Value of Investing in Yourself February 1, 2017 11:00 PM   |  

Learn about the value of investing for early savers.

6 min read  |  Portfolio Strategy
Financial New Year's Resolutions for 2017 January 3, 2017 11:00 PM   |  

Financial 2017 New Years Resolutions

3 min read  |  Savings Goals
Find Money in Your Paycheck: Are You Saving and Investing Enough? December 28, 2016 11:00 PM   |  

Could you be saving and investing more of your paycheck? An annual financial check-up could tell you.

4 min read  |  Savings Goals
Women, Retirement Savings, and Longevity’s Double-Edged Sword December 19, 2016 11:00 PM   |  

Women may be more likely to face challenges later in life due to a number of factors.

3 min read  |  Household Finances
Done Saving for Retirement? Great, But More Planning Ahead December 15, 2016 11:00 PM   |  

Even those who are successful at building wealth aren’t necessarily done with their investment journey. Often, investors need assistance planning how to make

5 min read  |  Goal Planning
Sports Parents: Are Team Fees Sidelining Your Retirement Goals? November 28, 2016 11:00 PM   |  

Youth sports has become a $7 billion a year business, but a new TD Ameritrade survey finds that many parents are putting their children’s sports ahead of thei

4 min read  |  Savings Goals
Preparing for Retirement: Singles Need To Think Differently October 13, 2016 12:00 AM   |  

Here are six strategies to consider when planning for retirement on your own.

3 min read  |  Goal Planning
Going on Vacation? Budget and Never Dip into Retirement Accounts September 13, 2016 5:40 AM   |  

Going on vacation? Budget properly ahead of time and never take money out of retirement funds to pay for it.

3 min read  |  Savings Goals
Cohabitating and Your Investments: Lay the Groundwork First August 16, 2016 1:50 PM   |  

If you’re getting ready to invest with your Significant Other before marriage, lay down the rules first.

3 min read  |  Household Finances
Think Small: A New Strategy For Financial Goal Setting July 14, 2016 12:00 AM   |  

Our chief market strategist breaks down the day's top business stories and offers insight on how they might impact your trading and investing.

3 min read  |  Savings Goals
Suddenly Single: Financial Planning for the Newly Widowed May 26, 2016 12:01 AM   |  

Women are more than twice as likely as men to lose a spouse to death. Learn how to move forward with your finances if you’re recently widowed.

5 min read  |  Household Finances
How to Change Your Relationship With Money for Good April 29, 2016 12:00 AM   |  

3 min read  |  Creating a Budget
Starting Behind the Curve: Millennials and Money November 3, 2015 7:00 PM   |  

Our chief market strategist breaks down the day's top business stories and offers insight on how they might impact your trading and investing.

5 min read  |  Savings Goals
Disruptions on the Way to Retirement? Hit Those Curveballs July 29, 2015 8:01 PM   |  

Could life’s curveballs wipe out your retirement savings? Prepare to adjust for unexpected hits to retirement plans.

4 min read  |  Goal Planning
Could Investing for the Future Make You Healthier Now? March 17, 2015 10:33 AM   |  

Several studies have found an unexpected benefit to saving for the future – greater health and happiness today.

3 min read  |  Savings Goals
Boomer Divorce and Remarriage: Money Mistakes to Avoid February 26, 2015 4:00 AM   |  

Ground rules, tax tips, and more to help you keep emotions in check and manage your finances wisely through the difficult process of a divorce and life afterward.

3 min read  |  Household Finances
Copilot: Great Vantage Point January 31, 2014 7:00 PM   |  

Investment guidance doesn’t mean surrendering control. Access TD Ameritrade expertise and tools to help you move in the direction you want.

4 min read  |  Portfolio Strategy
Role Reversal: How to Approach the Long-Term Care Talk September 12, 2013 9:11 PM   |  

Investools' Ben Watson and MarketWatch's Elizabeth O’Brien offer a few pointers on the importance of having a plan for your family's long-term care needs.

3 min read  |  Household Finances
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