With people living longer and retiring earlier, the traditional retirement strategy is no longer enough. It's time to start thinking in terms of a 100-year financial plan. When most people think about ...

I want a financial plan to feel less like a spreadsheet and more like a roadmap for the life I actually want to live. That ...

Progress happens when we connect financial decisions to a clear vision of the life we want and then work backward to build it ...

A solid financial plan can provide clarity for both short- and long-term goals, but you may be wondering: How many years should my financial plan cover? There's no one-size-fits-all answer, 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, ...

ChatGPT can help you learn financial concepts, but it lacks critical thinking. So you should take its retirement advice to a human financial advisor, rather than relying on it alone.

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 ...

If you are hoping to start out the new year on a good foot financially, a solid first step is making a financial plan. While you may already have some pieces in place, the end of one year and the ...

7 tactics to help you protect your assets and pass them on to the next generation Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...

We’ve all executed tax-loss harvesting. It’s a reactive strategy: We wait for a market dip and react by realizing losses to offset taxable income. If we’re doing our jobs right, however, our long-term ...

Since their creation in 1996, 529 college savings plans have become a popular vehicle to help parents save money to help pay for their children’s ever-increasing higher education costs. Assets in 529 ...