Money feels heaviest when it is a fog of bills, balances, and half-formed worries. A simple financial plan cuts through that ...

Building a financial plan is an essential step toward achieving financial stability and reaching your long-term goals. Whether you’re looking to save for retirement, buy a home or simply manage your ...

Financial plans can take many forms. Two common types are personal and family plans. Family financial planning and personal financial planning are both essential aspects of managing your finances, but ...

We might hear the term a lot, but what does it actually mean? Put simply, personal financial planning is a strategy by which you can achieve your financial goals. These financial goals can be short or ...

There was a time when Mark Felton put together a financial plan the old-fashioned way: With spreadsheets. The 59-year-old ...

AI-powered platforms like ChatGPT and Google Gemini offer new ways to plan your 2026 financial goals. But how can you ...

You can't have a financial plan without financial planning, but you don't need a comprehensive written plan to benefit from ongoing financial advice. Do you need a financial plan? Maybe not. A full ...

Explore how financial advisors and financial planners differ.

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.

Popular culture has brought about increased awareness of wellness. Though trends tend to focus on physical and mental health, financial health is just as important to your overall well-being. When we ...