Financial plans can take many forms. Two common types are personal and family plans. Family financial planning and personal financial planning are both essential aspects of managing your finances, but ...

If you've made a financial plan, congratulations, but have you reviewed it recently? Here are six reasons why your plan needs ...

One of the reasons that managing our money can be so challenging is that most of the guidance offered is in a different language. It’s a language created by financial companies selling products, ...

Improve your chances of growth and success by covering these bases in your financial plan.

Financial planning is a strategic approach to improving the organization and management of personal finances. Financial plans vary in purpose and can be tailored to suit your specific needs to reach ...

When you are in a committed relationship, it is not just your personal finances you need to consider. Setting financial goals as a couple is an important step in building a secure future together.

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

Traditional financial planning often assumes that income remains stable or grows predictably. But there are numerous risks to income—career disruptions, economic downturns, and technological ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation ...

The financial advice business isn’t what it used to be — and many in the profession say that’s a good thing. With investment management effectively being outsourced to the dizzying number of model ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor ...

My wife, Mika, and I took a survey this week about our approach to money. The survey asked us to respond to a number of statements by noting on a continuum whether we agreed or disagreed, ranging from ...