Essayer OR - Gratuit

EMPOWERING FAMILIES WITH FINANCIAL PLANNING

Kiplinger's Personal Finance

|

February 2025

Through her pro bono work, this CFP provides free help with budgeting, saving and more.

- EMMA PATCH

EMPOWERING FAMILIES WITH FINANCIAL PLANNING

Tell us about your job and your volunteer work.

I am a certified financial planner, a certified public accountant and the director of financial planning at Signify Wealth, which helps professional and collegiate athletes manage their wealth. I also volunteer with a nonprofit called Britepaths, which operates in northern Virginia and provides short-term safety-net services to our neighbors in need-people who have low or middle incomes-while empowering them to work toward long-term selfsufficiency. Britepaths pairs me with an individual or a family, and I provide them free help with financial planning. I typically work with them from about six to nine months.

What motivated you to start doing pro bono work?

PLUS D'HISTOIRES DE Kiplinger's Personal Finance

Kiplinger's Personal Finance

Kiplinger's Personal Finance

Ciao, Italia! Eight Ways to Save on a Trip to the 2026 Olympics

WHETHER you're looking to experience breathtaking natural beauty in the Dolomite mountains or the urban buzz of a global design capital, northern Italy may already be high on your list of vacation destinations. Add in the chance to attend the Winter Olympics, taking place from February 6 to 22 in Milan and the Cortina d'Ampezzo ski resort, and you may be looking at a once-in-a-lifetime vacation.

time to read

4 mins

November 2025

Kiplinger's Personal Finance

Kiplinger's Personal Finance

My Quest for Higher Yields

MARKET action along with recent readings on employment and inflation imply the onset of a troublesome cycle: shrinking cash yields with negative pressure on returns for long-term high-grade corporate and Treasury bonds. Despite the knee-jerk Treasury-bond rally sparked by the dismal early-September jobs report, I expect interest rates to ascend sharply along the outer years of the yield curve—regardless of the Federal Reserve's imminent campaign to ease short-term rates.

time to read

2 mins

November 2025

Kiplinger's Personal Finance

WE ADD A NEW MID-CAP FUND

KIPLINGER 25 UPDATE

time to read

1 mins

November 2025

Kiplinger's Personal Finance

Kiplinger's Personal Finance

Smart Strategies for Paying Your Child an Allowance

By giving your kids money to spend and save, you'll help them sharpen their financial skills at an early age.

time to read

5 mins

November 2025

Kiplinger's Personal Finance

Kiplinger's Personal Finance

Take a Bite Out of Dental Costs

Many Medicare Advantage plans include dental care, but there are restrictions.

time to read

3 mins

November 2025

Kiplinger's Personal Finance

Kiplinger's Personal Finance

CHOOSE THE BEST CHARITIES FOR YOUR DONATIONS

While you set your giving strategy, think about your values, and select organizations that will put your contributions to good use.

time to read

10 mins

November 2025

Kiplinger's Personal Finance

A BROAD APPROACH TO INNOVATIVE TRENDS

KIPLINGER ETF 20 UPDATE

time to read

1 mins

November 2025

Kiplinger's Personal Finance

Kiplinger's Personal Finance

MANAGING MONEY FOR A LOVED ONE WHO CAN'T

Becoming a financial caregiver for an aging or ill relative will go more smoothly if you plan for the possibility in advance.

time to read

3 mins

November 2025

Kiplinger's Personal Finance

Kiplinger's Personal Finance

Guiding Families Through Life's Final Chapter

An end-of-life doula offers support to people who are dying as well as their loved ones.

time to read

2 mins

November 2025

Kiplinger's Personal Finance

Kiplinger's Personal Finance

RETIRING ON YOUR OWN? A GUIDE FOR SOLO AGERS

If you're single without adult children to rely on for help, planning for your older years requires an added layer of intention and urgency.

time to read

12 mins

November 2025

Listen

Translate

Share

-
+

Change font size