With this financial planning checklist, you can take charge of key areas in your life—reassessing your finances, decluttering your spaces, and organizing your priorities. Picture starting the ...

from managing taxes efficiently to maximizing retirement savings and health accounts. The post Year-end financial planning ...

For clients facing an unexpected federal job loss, here's five tangible ways financial advisors can provide guidance.

With the end of the year fast approaching, now is a good time to review your financial situation and check in on how you’re tracking toward your goals. Thoughtful year-end planning can help you ...

Many ingredients go into a financial advisory firm's recipe for success. And building an advisory firm from scratch goes far beyond a standard business plan ... a realistic checklist of the ...

Maintain a prioritized list of business and personal financial goals and refer to it ... or solo 401(k), SEP IRA or defined benefit plan. Eighty-two percent of all small businesses that fail ...

For a checklist of questions to ask when interviewing a financial planner, call the Financial Planning Association at 800-322-4237 or visit its Web site. The site provides a database of certified ...

Financial planning involves looking at your current financial situation with or without the help of a professional — and finding strategies to reach long- and short-term goals. Many, or all ...

Brandy Mickens, Equitable Advisors and Bobbi Rebell, Financial Wellness Strategies discuss what financial moves to make at every age and stage of your career, and how to navigate critical ...

If you have lost a spouse, consider this financial checklist. If you have an estate plan, you’ll want to retrieve it, whether from your computer or in a filing cabinet. “If a proper estate ...