What it all boils down to is will you be comfortable in retirement? Some people may rely on formulas, while others just aim ...

You’re not bad with money—you just haven’t been taught yet. Budgeting is your freedom plan, giving you clarity and confidence ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls ...

Learn what financial planning is, why it matters and how to create a personalized plan to manage your money, reduce stress and reach your goals.

Even savvy savers can miss these costly retirement mistakes. Learn how to avoid tax traps, income gaps and healthcare shocks ...

The “typical” financial planning process is set up around children, but it doesn’t have to be. These things are worth ...

These and other common financial planning myths are widely held, but they don’t always stand up to scrutiny. Sure, the 4% rule may work for some people, but it’s not the only option.

Golf is so much more enjoyable when you’re playing with friends or at least people you get along with. It’s a great way to ...

Market chaos? Stay cool, stick to your plan and let smart investing strategies turn the roller coaster into a wealth-building ...

To rank the on-campus, full-time, four-year programs of study for financial planning, we surveyed 109 of the 130 colleges and universities registered by the CFP Board.