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 ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it Written By Written by Staff Money Writer, WSJ | ...

Juan Carlos Rosario is a CFP® and President of Apex Wealth Management Group, an independent Wealth Management firm based in California. At its core, financial planning is not just about accumulating ...

How couples can prepare for emergencies and unexpected life changes together Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + ...

A rock-solid financial plan ensures that your assets are working to secure both your short- and long-term stability. Having a clear financial strategy also brings invaluable peace of mind, as it ...

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 ...

As 2026 approaches, it’s crucial to lay a solid foundation for your financial future. By taking proactive steps now, you can ensure that your financial planning aligns with your long-term goals and ...

As 2025 launches, the New Year provides a moment for us to prepare for the future with intention. While most resolutions focus on personal growth and wellness, one area that often gets overlooked is ...

Erie seeks state grant to develop a five-year financial management plan. The plan aims to address projected budget deficits and build on previous financial successes. A consultant will be hired to ...