I'm a classic satisficer: I'm usually quick about making decisions and often fall back on the tried-and-true ...

Overwhelmed by your financial to-do list? Split it into four quarters and assign each one goals that connect to the time of ...

The start of a new year is prime time to analyze your finances and ensure your retirement planning is on track.

Creating a financial plan is essential for achieving your long-term goals. This guide will walk you through the steps to ...

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 ...

Staying on top of your finances is a balancing act. You’re trying to maintain a balanced budget while paying bills, managing debt, building an emergency fund, saving for retirement and pursuing other ...

When people think about financial planning, they often picture spreadsheets, investment portfolios and retirement projections. While these are important, they tell only part of the story. A truly ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

After you hire an accounting firm to prepare your tax returns, it's hard to know whether they did a good job. You pay for professional expertise and hope you get what you pay for. That's true when you ...

The evolution of data gathering tools, data scanning and population technology, and other tax automation products have many tax preparers concerned that the days of consistent revenue from tax ...

I was meeting a dear friend for coffee one morning a few months ago. She had suggested a spot equidistant to our two houses, telling me that she used an online tool to ensure that neither of us had to ...