Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take ...

Financial planning can range from extremely simple to extraordinarily complex. The variables depend on your choices as well as your circumstances; some are changeable, and some are not.

“DIY planning can work well if your finances are fairly simple, such as one income, low debt, and basic investments,” says Michael Rodriguez, CFP and an advice-only financial planner with ...

These simple but effective changes can help you keep your finances on track in 2024. Getty Images/iStockphoto As we step into the new year, it's the perfect time to reassess your financial habits ...

It’s not that a simple financial situation means you don’t need an estate plan, it just means your plan may be less complex. READ: Do-It-Yourself Estate Planning Mistakes.

A Financial Planning survey of financial advisors performed earlier this year found that about half of the 127 respondents said they'd trust AI to be responsible for making predictions on their ...

In the financial services world, few words are more taboo than “guarantee”—and with good reason. We live in a world of probabilities, where nothing is truly risk-free. Advisors who claim ...

Shannon McLay, the CEO of financial planning service The Financial Gym, is shaeing the one spending habit that people should break in 2025. Emphasizing “mindfulness,” the money guru says it ...

8. Think generationally and plan accordingly. Generational wealth planning is key to building a financial legacy. One way rich people pass along wealth is through a family trust, which gives them ...