More than half (53%) of investors believe that having a written financial plan is important, up from 41% of retail investors as of year-end 2014, according to new research from Cerulli Associates and ...

Financial advisory firms that do not offer more holistic financial planning may find themselves on the outside looking in with clients as more investors are realizing the importance of financial ...

Prudential Global Head of Retirement and Insurance Caroline Feeney noted a core principal of retirement planning is ...

Learn about family financial planning. Read this article to learn how to manage your finances, set financial goals, and ...

Partner content, in association with JP Morgan Personal Investing. By Claire Exley, head of financial advice and guidance at ...

The success of a startup often hinges on meticulous financial planning and management. For many entrepreneurs, this can be a source of stress and an overwhelming part of their journey. However, it's ...

Most Americans believe that to gain long-term financial security, seeking professional financial advice early between the ages of 25 and 39 is "highly important" or "critical." This is one of the ...

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, ...

Understanding what features matter most for someone’s unique financial situation can help people make informed decisions ...

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 ...

Although 94% of employers reported in a recent survey that they are responsible for their employees’ financial well-being, only 57% actually do something about it. Despite the growing emphasis on ...

Our society is currently in the midst of the largest generational transfer of wealth in history, yet over 60% of our citizens do not have a will. Estate planning is a crucial task that often gets ...