Prepare for 2025 with our end-of-year financial planning checklist! Budgeting tips, decluttering advice, and goal-setting ...

Historically, Americans been reluctant to discuss finances and wealth among families, but a new study found that those ...

Getting a bonus is exciting, but before you spend it on something like a new car, think about whether you could get more ...

A revocable living trust offers added flexibility and security for those with significant assets. Transferring assets into the trust allows you to authorize a co-trustee or successor trustee to manage ...

Arielle Tucker says she provides tailored solutions to help expat clients feel more confident about their futures.

Bringing out clients’ feelings is vital to aligning their money with their lifestyle, says author Preston D. Cherry.

For many clients, their primary residence or residences constitute a significant portion of their net worth, making it ...

Plug your income, debt, assets, hopes and fears into MaxiFi and Boldin, two next-generation financial-planning tools, and see ...

To help start the year strong, here’s a roadmap to organize your finances and set yourself up for a prosperous year.

From classic standbys of business and finance to motivational self-help to modern fiction and more, check out 15 books that ...

Our financial planning channel has exploded in 2024 as a tough economic climate and change of government put our finances ...

Many people will make financial resolutions for 2025. Here’s some items financial advisors hope you will consider putting on ...