Staying on top of your finances is a balancing act. You’re trying to maintain a balanced budget while paying bills, managing debt, building an emergency fund, saving for retirement and pursuing other ...

A financial plan is a strategic framework for building long-term security and reaching your goals with confidence. It helps you make informed decisions, stay on track, and adapt as life changes. This ...

A financial plan starts with one question: What do you hope to achieve? Think broadly as you create your family financial plan, considering the near and far future and things that may not seem related ...

J.P. Morgan Research announced in late May that the probability of a recession in 2025 was roughly 40%. While this was down from earlier forecasts, a recession can’t be ruled out. It’s important to ...

Lucy Lazarony is an experienced personal finance journalist and writer who got her start in 1998 writing about financial topics. She writes accessible and easy-to-understand articles about credit, ...

A financial advisor is not only for the super-rich; anyone facing major life transitions, nearing retirement, or feeling overwhelmed by financial decisions could benefit from professional guidance.

If you are on the precipice of retirement, the process can feel overwhelming as you consider everything from your investments to what you plan to do with all that free time. So we asked certified ...

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 ...

Rajeev Dhir is a writer with 10+ years of experience as a journalist with a background in broadcast, print, and digital newsrooms. Vikki Velasquez is a researcher and writer who has managed, ...