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 ...

A retirement spending plan works best when income is organized into clear categories. Experts recommend segmenting income, so ...

Building a financial plan is an essential step toward achieving financial stability and reaching your long-term goals. Whether you’re looking to save for retirement, buy a home or simply manage your ...

A rock-solid financial plan ensures that your assets are working to secure both your short- and long-term stability. Having a clear financial strategy also brings invaluable peace of mind, as it ...

I want a financial plan to feel less like a spreadsheet and more like a roadmap for the life I actually want to live. That ...

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, ...

An investor’s goals are essential for any advisor to know, so they can create an appropriate financial plan. The problem is that many investors don’t truly know their own goals. And even if they do, ...

Capital at risk. The value of your investments can go up and down, and you may get back less than you invest. Whether it’s buying a home, retiring, or supporting your children through university, ...

There are many different kinds of small business owners in all stages of their business. Some have just started putting their ideas into action in a startup, while others are in the growth stage or ...

Charitable giving is an extensive subtopic within most estate planning courses for financial advisors. While many advisors may feel prepared to help clients with giving at the end of their lives, they ...

Explore how financial advisors and financial planners differ.

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...