I'm a classic satisficer: I'm usually quick about making decisions and often fall back on the tried-and-true ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it ...

Overwhelmed by your financial to-do list? Split it into four quarters and assign each one goals that connect to the time of ...

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, ...

QuestionI want to get my finances properly sorted in 2026. What would you recommend I do to ensure that I will be in a better financial position at the end of next year?

The start of a new year is prime time to analyze your finances and ensure your retirement planning is on track.

Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.

Oasis Group CEO John O'Connell had just used AI to run an analysis meant to help hypothetical clients decide if they should sell their stock in the software giant Oracle. But the founder of the large ...

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 ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. Are you worried that you won’t have enough money to last ...

When starting a new business, a financial forecast is an important tool for recruiting investors as well as for budgeting for your first months of operating. A financial forecast is used to predict ...