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

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

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it ...

Creating a financial plan is essential for achieving your long-term goals. This guide will walk you through the steps to ...

Building a financial plan month by month can help you create a manageable path toward achieving your financial goals. It allows you to break down your larger financial objectives into smaller, ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to managing money, most people have the best intentions—but ...

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 story is paid for by an advertiser. Members of the editorial and news staff of the USA TODAY Network were not involved in the creation of this content. shapecharge, Getty Images Do you have a ...

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 ...

Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations. She has conducted in-depth research on social and economic issues ...

I was meeting a dear friend for coffee one morning a few months ago. She had suggested a spot equidistant to our two houses, telling me that she used an online tool to ensure that neither of us had to ...