This article outlines 11 key components of a strong financial plan, from goal setting and investment strategy to insurance, ...

Whether it’s saving for retirement, paying off debt, or buying a dream home, goal setting provides direction and serves as a ...

Financial planning is all about creating a strategic, actionable roadmap for your money during the time you’re here on earth ...

While it's true that each RIA is unique in its own way, all successful ones reach a common inflection point. If their ...

Cash balance pensions are growing in popularity, but are they really a reliable strategy for securing wealth in retirement?

College decisions this year seem even more complex than usual, including determining whether a school is a 'financial fit.' Here's how to find your way through the maze.

If so, this is an example of availability bias ... lower inflation than someone commuting long distances. Financial planning software can then use this information, along with customized rates ...

The information was collected by Financial Planning and then analyzed ... can vary greatly based on the mix of business and policies at each firm. For example, advisors' pay can be pushed upward ...

Fewer than half of Americans are planning to travel this summer, with costs and lack of interest topping the reasons they ...

To help his clients reach retirement, a financial planner looks ahead to obstacles clients may encounter, and helps protect ...

Inherited IRAs offer financial opportunities to beneficiaries but you must understand the 10-year rule to optimize your ...

By harnessing data and technology, agencies can make informed decisions that enhance mobility, improve efficiency and better ...