The Allworth Advice is that your digital life deserves just as much attention as your physical assets. The best move? Work with an estate planning attorney who understands digital assets and be sure ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Key takeawaysFinancial planning is the process of considering your financial objectives and goals and creating a roadmap to ...

Eric Roberge and his wife, both financial advisors, changed their minds about having a baby but made five money moves first.

Artificial intelligence (AI) is a powerful tool in financial planning, using data-driven analysis to make recommendations. But it often creates a false sense of security for individuals who are ...

Retirement isn’t about saying no to everything—it’s about saying yes to the right things. And just like in physics, ...

Effective financial planning is essential for navigating life's uncertainties and achieving long-term goals, whether you're saving for retirement, managing debt, or investing for the future ...

Financial planning and advice is no longer just for the wealthy. It can be especially important when planning for your later years.

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.

Ignoring financial planning when you're in a couple can have serious consequences. Here's what you need to do if your partner isn't on board.

Financial Planning Don’t Itemize? Doesn’t Matter. You’re Getting a New Tax Break. The megabill that President Donald Trump just signed is a mixed bag for charitable giviers.

A financial plan is essential to achieving your financial goals, whether they include buying a home or simply going on vacation. Browse Investopedia’s expert-written library to learn more.