No matter the size or scope of your financial goals, a financial plan can help make them a reality. Financial planning is the process of looking at the current state of your finances and making a step ...

Financial planning is a strategic approach to improving the organization and management of personal finances. Financial plans vary in purpose and can be tailored to suit your specific needs to reach ...

Life may be full of twists and turns, but strong financial planning basics can help you stay on track toward reaching your goals. From paying off your student loans to growing your money in one of the ...

Financial advisors and tax professionals seeking to help clients protect trust assets in the event of divorce, lawsuits or an extravagant heir should know the basics of a spendthrift clause.

Many people set financial goals as part of their New Year’s resolutions, such as paying down debt or building an emergency ...

Estate planning matters if you're hoping to preserve as much of your wealth and assets as possible for future generations. One of the biggest challenges is finding ways to minimize your tax liability, ...

For advisors who are also voracious readers, it's no surprise the books that most inspired them in their practices this year often focused on ways to improve client relationships and communication.

Most Americans need a little nudge to start the financial planning process. Even for the ones who have a financial plan in place, research from a 2012 survey conducted by the University of Chicago ...