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 ...

Wealth management and financial planning are two key concepts in personal finance. They are both used to help individuals achieve a financially stable future and may involve similar activities.

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

PIEtech Inc., the creators of MoneyGuidePro, on Thursday announced the release of myMoneyGuide, the industry's first technology solution capable of delivering scalable, quality financial planning ...

There are many different kinds of small business owners in all stages of their business. Some have just started putting their ideas into action in a startup, while others are in the growth stage or ...

The simplest rules sometimes get lost in the world of online banking, instant investing and fast moving everything. You may have forgotten four tried and true financial planning basics in this 21 st ...

Christine Benz: We want to delve into special needs planning. And your book is called The Special Needs Planning Guide. It’s incredibly detailed and comprehensive. But it seems like a huge challenge ...