Key Takeaways Now is the best time to adopt some simple new habits to take more control of your money.Small changes can lead to big payoffs in the long run. The new year is still fresh, providing a ...

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 ...

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 means connecting everyday money choices to milestones such as education, ...

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 | ...

How couples can prepare for emergencies and unexpected life changes together Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + ...

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 ...

SAN ANTONIO – After the holidays, many people are entering the new year with a familiar sense of financial stress — credit card balances to pay down, “buy now, pay later” installments to manage and ...

With household debt on the rise, middle-class Americans are focusing on paying down mortgage, credit card and student loan debt — often at the expense of saving for retirement or creating an emergency ...

Understand the role of financial counselors, what services they provide and when they may be a better fit than a traditional financial advisor Written By Written by Staff Money Writer, WSJ | Buy Side ...

Year 2026 will see new asset classes and new approaches to financial planning. Private debt and smart beta will become part of the financial planning lexicon. There will also be greater focus on ...