It's a good idea to periodically assess your investment portfolio from time to time to see whether it meets your financial ...

I have a 401(k) from an old job, so I asked a financial planner what to do with the funds. Since I'm self-employed, he suggested I put the funds in a traditional IRA or a Roth 401(k).

Helping you look forward and plan for a productive year ahead is the goal of my annual financial to-do calendar and to-do list, which plots out a number of jobs you can undertake to improve your ...

Figure out whether you want to write your to-do list on paper or digitally. ... the founder and CEO of Passion Planner, and Life Kit reporter/producer Andee Tagle have been friends since college.

We tested 5 daily planner apps on our mobile phone and found the best one to help you keep your schedule organized. ... Also, we were pleased with Any.do Premium’s Smart Grocery List feature, ...

Whether or not you made any New Year’s resolutions for 2025, I suggest you work your way through this financial to-do list to shore up your financial plan.

Financial planner Martin A. Scott, pictured, helps 30 and 40-somethings plan for retirement that's decades away. Martin A. Scott 2025-04-23T15:12:02Z ...

With a new year fast approaching, you could probably use a to-do list to keep your life running smoothly. If you're an Android user, here are my five favorite apps for keeping your day on track.