A financial plan can help you direct how you organize your finances, from the small, short-term questions to the big, long-term issues. Your financial plan can be as big and complex as you want it to ...

Financial planning is any type of strategizing around the monetary aspects of your financial life. These areas range from the basics — such as budgeting, saving and paying off debt — to more ...

Spendthrift clauses and spendthrift trusts are important to estate planning for protecting assets in the event of lawsuits and divorce cases.

Financial planning 101 walks you through the basics of how to start financial planning, the steps involved, and common pitfalls to avoid.

Financial planning is a practice that examines how you manage your money in order to guide you toward reaching your long and short-term financial goals.

To start budgeting, track all income and expenses for at least 30 days—or, better yet, each month for an entire year. List ...

Estate planning might sound like something that’s just for wealthy people with huge beach houses and billions in the bank. But the truth is that estate planning is something we all need to think ...

For years, Jim Sexton has led financial-education classes at a local library. He's often struck by gaps in attendees' knowledge of retirement planning. "Very few people understand what they need ...

My last piece discussed the basics of investing utilizing a birthday cake analogy. This article will discuss the related topic of financial planning using the “bucket approach.” Hopefully ...

Covering my financial-planning basics Once Coambs and I began to clear my lingering money shame, we focused on financial-planning basics.

“Estate planning isn’t just about transferring assets,” says Geerdes. “It’s also about what happens if you become unable to make financial or life-and-death medical decisions.” ...