A portfolio with fewer moving parts is easier to oversee and simpler to document in case your loved ones or a financial ...

Overwhelmed by your financial to-do list? Split it into four quarters and assign each one goals that connect to the time of ...

The start of a new year is prime time to analyze your finances and ensure your retirement planning is on track.

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 ...

Staying on top of your finances is a balancing act. You’re trying to maintain a balanced budget while paying bills, managing debt, building an emergency fund, saving for retirement and pursuing other ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation ...

While every financial plan and individual is unique, the core basis of how financial plans work is fairly similar. The good news is that there’s only a handful of data points that will really impact ...

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 ...

The evolution of data gathering tools, data scanning and population technology, and other tax automation products have many tax preparers concerned that the days of consistent revenue from tax ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...