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 ...

Financial advisory firms that do not offer more holistic financial planning may find themselves on the outside looking in with clients as more investors are realizing the importance of financial ...

The success of a startup often hinges on meticulous financial planning and management. For many entrepreneurs, this can be a source of stress and an overwhelming part of their journey. However, it's ...

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, ...

This is an archived article and the information in the article may be outdated. Please look at the time stamp on the story to see when it was last updated. IRS Tax Attorney Steven A. Leahy of the Law ...

Most Americans believe that to gain long-term financial security, seeking professional financial advice early between the ages of 25 and 39 is "highly important" or "critical." This is one of the ...

A financial plan is a smart way to document your goals — such as purchasing a home, saving up for a vacation, building an emergency fund or funding your retirement — and how you’re going to make ...

Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations. She has conducted in-depth research on social and economic issues ...

Although 94% of employers reported in a recent survey that they are responsible for their employees’ financial well-being, only 57% actually do something about it. Despite the growing emphasis on ...

In today's shifting landscape, finances are front and center in many American households. With spiking inflation over the last few years, a pending election cycle, market volatility, and a massive ...

A three-student team from Texas Tech University clinched first place at the Financial Planning Challenge hosted by the Financial Planning Association, Ameriprise, and the Certified Financial Planner ...