Maxing out your 401(k) may not be enough for retirement. Here’s the backup plan financial advisors recommend for secure ...

A Wall Street Journal story about what it sees as an evolution in financial planning is pegged on a telling stat from the Pew ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls ...

Jeanlys-White is the founder of WealthMore, a new Center City tech startup on a mission to help more people cash in on ...

There are various valuation methods, such as discounted cash flow analysis, market comparables using multiples of earnings or ...

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 ...

When it comes to retirement planning, what you don’t know can hurt you financially. If you’re approaching retirement, for example, you might not know how to create a portfolio that will ...

Market chaos? Stay cool, stick to your plan and let smart investing strategies turn the roller coaster into a wealth-building ...

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.

“Financial planning is a little different from wealth management or a financial advisor, ” says Lissa Lumutenga, CFP, the founder of financial education website Wealth for Women of Color.

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