A holistic financial plan goes beyond—here’s how to approach it.

When people hear the phrase “financial health,” they often picture high income, a perfectly balanced portfolio, or a retirement account with a very large number attached to it. In reality, ...

A strong financial plan provides clarity, direction, and peace of mind. Yet even the most well-crafted plan needs periodic ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. his collaboration will see Sikoia’s document processing technology ...

Angelica Leicht is the senior editor for the Managing Your Money section for CBSNews.com, where she writes and edits articles on a range of personal finance topics. Angelica previously held editing ...

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 ...

There is no official distinction between a financial advisor and a financial planner, including the types of services each offers. Professionals who market themselves as financial advisors might be ...