BORKs face specific challenges that other business owners don't, so they need a different approach to their financial plans ...

Once they know their clients’ hopes and challenges, financial planners can tailor plans customized for specific needs over time, whether those clients are employees planning for retirement, ...

Smart retirement planning tips for your 30s: diversify, combat inflation, build an emergency fund, align lifestyle choices, ...

Much depends on the level of financial planning. Jos Schmitz with Peak Retirement Planning shares some conversation starters for spouses so you are prepared for all stages of life.

In a world of instant gratification and trending topics, the ability to think independently about investments has become more ...

Handling money can feel confusing, but it doesn’t have to be. With the right tools, a little know-how, and a few smart habits ...

Just as chess players anticipate several moves ahead to avoid checkmates, financial planning demands a proactive approach, considering inflation, market shifts and future education costs.

People ask CFP Malik S. Lee for the secret sauce — the commonalities he sees in his wealthiest financial-planning clients ...

Substitution can revolutionize your financial decisions. From everyday purchases to long-term investments, learn how to identify the best options and maximize your returns. I have been spending time ...

It also has excellent advisory tools, including an investment checkup, investment fee analyzer, financial planning, cash flow tracking, education cost planning and real-time net worth tracking.

Financial literacy has become a big topic in recent years, with many schools taking concrete steps to integrate it into the K–12 curriculum. This is a welcome trend, as research shows that learning ...

But how much money is enough — and how much is too much? Here’s what financial planning experts, Barbara O’Neill and Adam Puff, told us. “You should have six months of expenses in your checking ...