A financial plan can help you direct how you organize your finances, from the small, short-term questions to the big, long-term issues. Your financial plan can be as big and complex as you want it to ...

Financial planning is any type of strategizing around the monetary aspects of your financial life. These areas range from the basics — such as budgeting, saving and paying off debt — to more ...

Spendthrift clauses and spendthrift trusts are important to estate planning for protecting assets in the event of lawsuits and divorce cases.

As a private wealth advisor, financial planning is at the core of what I do. At its most basic, financial planning is the process of organizing your overall financial position to achieve both ...

When you get down to basics, financial planning is simply the process of setting financial goals and creating a plan for how you’ll meet those goals. That seems innocuous enough but it can ...

Learn the key differences between wealth management and financial planning. Also, discover some factors to consider when choosing which service you need.

PIEtech Inc., the creators of MoneyGuidePro, on Thursday announced the release of myMoneyGuide that provides scalable, quality financial planning guidance.

They may help keep costs low, offer tailored investment strategies, and even provide basic financial planning insights that align with your needs.

For years, Jim Sexton has led financial-education classes at a local library. He's often struck by gaps in attendees' knowledge of retirement planning. "Very few people understand what they need ...

Financial advisors who offer more than the basic services say clients appreciate these additions and more prospects have followed.