What it all boils down to is will you be comfortable in retirement? Some people may rely on formulas, while others just aim ...

Typical financial planning often involves a mechanical process: collecting historical data, analyzing your current financial situation and creating a standard plan that covers retirement ...

Learn what financial planning is, why it matters and how to create a personalized plan to manage your money, reduce stress and reach your goals.

The “typical” financial planning process is set up around children, but it doesn’t have to be. These things are worth ...

Even savvy savers can miss these costly retirement mistakes. Learn how to avoid tax traps, income gaps and healthcare shocks ...

Golf is so much more enjoyable when you’re playing with friends or at least people you get along with. It’s a great way to ...

These and other common financial planning myths are widely held, but they don’t always stand up to scrutiny. Sure, the 4% rule may work for some people, but it’s not the only option.

When it comes to estate planning, there can be tons of questions and concerns, including taxes, trusts, the probate process ...

Financial Planning's 2025 Rising Star nomination season is here! Here's how you can nominate a colleague — or yourself — for this year's awards.