A thoughtful review can help ensure your strategies remain aligned with your goals, reflect current legislation, and are ...

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 ...

Progress happens when we connect financial decisions to a clear vision of the life we want and then work backward to build it ...

With people living longer and retiring earlier, the traditional retirement strategy is no longer enough. It's time to start thinking in terms of a 100-year financial plan. When most people think about ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

About 20% of millionaire women don’t plan to retire. See how their approach compares to middle-class women and what it means ...

A trust is a legal agreement establishing how assets will pass from one owner to another when certain conditions are met.

A solid financial plan can provide clarity for both short- and long-term goals, but you may be wondering: How many years should my financial plan cover? There's no one-size-fits-all answer, but ...

After you hire an accounting firm to prepare your tax returns, it's hard to know whether they did a good job. You pay for professional expertise and hope you get what you pay for. That's true when you ...

If you are hoping to start out the new year on a good foot financially, a solid first step is making a financial plan. While you may already have some pieces in place, the end of one year and the ...

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, ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...