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

The 1-3-5 rule acknowledges that in a typical day, you just don’t have time to do it all. What you do reasonably have time for is one major task, three medium-sized tasks, and five little ones.

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 ...

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).

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, ...

Estate planning goes beyond drafting a will. Use this pre-death checklist to account for your assets and ensure they are dispersed as you wish.

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.