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 ...

A financial plan is a personalized roadmap for reaching your goals. It should take into account your full financial picture, ...

No one gets married thinking they’ll one day get divorced. However, the reality is that 40%-50% of marriages end in divorce. The divorce rate is even higher for ...

This is an archived article and the information in the article may be outdated. Please look at the time stamp on the story to see when it was last updated. IRS Tax Attorney Steven A. Leahy of the Law ...

Investor concern about financial planning has increased since September 11, according to a Financial Planning Association (FPA) survey. Some 53 percent of those surveyed said the terrorist attacks ...

Life insurance may not be the most exciting financial product, but it’s one of the most crucial aspects of financial planning. Life insurance offers peace of mind by protecting your loved ones in the ...

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 ...

Financial planning for clergy and religious professionals involves the process of creating a long-term strategy for managing financial resources. This includes setting financial goals, creating a ...

Prudential and Harper — who also collaborated during his standout freshman season at Rutgers University — have joined forces to promote the importance of early retirement planning in a partnership ...

Having a good handle on essential expenses during your retirement journey is critical to building a dependable retirement plan. Some of these expenses may change over time as you move through your ...