More than half (53%) of investors believe that having a written financial plan is important, up from 41% of retail investors as of year-end 2014, according to new research from Cerulli Associates and ...

If you've made a financial plan, congratulations, but have you reviewed it recently? Here are six reasons why your plan needs ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to managing money, most people have the best intentions—but ...

At a young age you want to start planning for retirement, starting as soon as possible. Key in all of this are some major priorities, including always saving in an emergency fund that is set aside of ...

An unpredictable economy and unforeseen life events can create a "financial vortex" that makes it difficult to save over the long term and invest for retirement, according to a recent survey from ...

From budgeting and saving to investing and protecting loved ones, here’s how to build a long-term financial plan for your family Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is ...

Improve your chances of growth and success by covering these bases in your financial plan.

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...

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 ...

While mass affluent individuals are confident about how prepared they are for retirement, a recent report from Prudential Financial Inc. shows there’s still more work ahead to ensure a lifetime, ...

Financial literacy is not just a valuable asset; it’s a necessity for sustainable wealth building. Understanding how to budget, invest, and manage debt empowers Canadians to make informed decisions ...