The study, Approaching Retirement: Getting Gen X from Good to Great, explores how Americans born between 1965 and 1980 are ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

A portfolio with fewer moving parts is easier to oversee and simpler to document in case your loved ones or a financial ...

In an unpredictable world, a sound financial plan can help you take control and work towards building wealth regardless of your financial status today. It’s not just about managing money; a financial ...

This book seeks to help managers at nonprofit organizations make sense of the issues surrounding financial planning. Jody Blazek, a partner at Blazek & Vetterling, an accounting company that ...

From budgeting and saving to investing and protecting loved ones, here’s how to build a long-term financial plan for your family Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is ...

How couples can prepare for emergencies and unexpected life changes together Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + ...

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 ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Let’s talk about something that can feel a little awkward: asking for help ...

Automated financial planning with the help of artificial intelligence may pose a significant disruption to existing players in the market, and a new startup is leading the way. Processing Content ...

You can use a program like ChatGPT to help legally reduce your income enough to qualify for the ACA and to create a plan to ...