Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. How well does your financial plan match your deepest dreams, possibilities and authentic ...

A subset of the FIRE (Financial Independence, Retire Early) movement, Coast FI can help executives figure out whether their ...

"Good planning is about aligning your money with your life. You look at taxes because they’re one of the few things that ...

Friends, family, and even social media can offer great advice about relationships, car maintenance, mac ‘n’ cheese recipes—a ...

As Managing Director at Euclid Harding, Brian Lasher works at the intersection of family, wealth and enterprise. In today’s ...

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 ...

Virtual assistants in wealth management apps boost customer satisfaction by up to 72 points on a 1,000-point scale Wells ...

Eight people who have shown exceptional leadership in the field of financial planning will be honored as the Financial Planning Association's 2010 Heart of Financial Planning Award winners at the FPA ...

Most Americans wish they had started saving for retirement sooner and that they hadn't withdrawn money early from retirement accounts, according to a recent study. The report, conducted by Censuswide ...

For anyone managing a chronic disease, it's important to plan for financial security, now and in the future. This section provides several sources you can use to find financial planning information ...

South Africa faces a concerning insurance gap, leaving many citizens financially vulnerable. This article explores the barriers to proper financial planning and offers practical advice on how to ...

The Financial Planning Association ® (FPA) is the largest membership organization for Certified Financial Planning professionals in the U.S. You can use this site to find a certified financial planner ...