"Hearst Magazines and Yahoo may earn commission or revenue on some items through these links." Is it just us, or did 2024 go by in the blink of an eye? 2025 might have snuck up on us, but that just ...

Whether you're doing financial planning for clients or referring them to advisory firms, the traditional approach is to assess a client's risk tolerance, goals, and time horizon to arrive at a magic ...

If the start of a new year makes you crave clarity but recoil at rigid systems that make you feel behind or defeated, Laurel Denise has built a loyal following for exactly that kind of brain. Founded ...

Erin Condren planners have plenty of great features to help you organize your life, which explains their popularity — but many would rather not spend $60 for them. In that case, the best Erin Condren ...

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Life insurance might seem like an unnecessary expense, but having it can grant you peace of mind, especially if you have people depending on you financially. And while you might assume it costs a lot ...

Money–and how much of it you have saved–is usually the first thing people think of when they plan for retirement. But planners these days look beyond finances and ask instead about a client’s dreams ...

It’s back-to-school time for many families and the stores are full of brightly-colored notebooks, calendars, and planners. Even though I’m long past having a school-age child in the house, I love this ...

Jennifer Wall is a Certified Life Care Planner specializing in trauma and catastrophic burn cases. With over two decades as a physician assistant, she has substantial experience in operative ...