without detracting from your other financial goals. Custodial accounts and 529 plans come with their own tax advantages, investment opportunities, and rules. For example, the money in a 529 plan ...

Explore an approach that offers solutions for those navigating the intersection of longevity, fulfillment and financial ...

It's not necessarily about planning "conservatively." The way you build a foolproof financial plan is by planning consistently. For example, if you’re in your 40s and at the peak of your career ...

Your outdated financial plan no longer reflects your life circumstances or addresses the decisions you should make for your new life. For example, investments recommended to you in your old plan ...

For example, let’s say you have $1,000 to save ... Make adjustments to your financial plan as needed. Make a plan for the next 90 days. You don’t have to commit to an intimidating year ...

Examples include: Creating a monthly budget ... A thorough assessment will help you set realistic, achievable goals and create a financial plan that aligns with your lifestyle and future aspirations.

The certified financial planner certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...

For example, if you don't have money to cover ... As Castro explains, "You need a solid budget and financial plan in order to set yourself up for long-term financial wellness, avoid running ...

Personal finance encompasses the whole universe of managing individual and family finances, taking responsibility for your current and future financial situation, and setting financial goals.

Mike Switzer interviews Peter Pigeon, a certified financial planner with Hobbs Group Advisors in Columbia, S.C.