Financial plans can take many forms. Two common types are personal and family plans. Family financial planning and personal financial planning are both essential aspects of managing your finances, but ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it Written By Written by Staff Money Writer, WSJ | ...

The problem: So many options overwhelm and overcomplicate personal financial plans. Many of us want to improve our finances, but that’s much easier said than done. The truth is, it’s hard to make ...

If you've made a financial plan, congratulations, but have you reviewed it recently? Here are six reasons why your plan needs regular TLC.

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.

When you are in a committed relationship, it is not just your personal finances you need to consider. Setting financial goals as a couple is an important step in building a secure future together.

My wife, Mika, and I took a survey this week about our approach to money. The survey asked us to respond to a number of statements by noting on a continuum whether we agreed or disagreed, ranging from ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

Self‑employed people juggle cash flow, taxes and retirement. A financial advisor can help you save money and keep your ...

A career as a CPA financial planner is an alternative path for students who take an interest in taxation or consulting areas. Personal financial planning (PFP) involves a holistic approach to ...