When clients come to you for financial advice, they may appreciate having it related in the simplest way possible. Presenting them with a one-page financial plan allows you to condense the most ...

Improve your chances of growth and success by covering these bases in your financial plan.

The financial landscape is rarely smooth sailing. From economic downturns to unexpected job losses, life throws financial curveballs our way regularly. Being prepared for these uncertainties is key to ...

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 ...

Capital at risk. The value of your investments can go up and down, and you may get back less than you invest. Whether it’s buying a home, retiring, or supporting your children through university, ...

I was meeting a dear friend for coffee one morning a few months ago. She had suggested a spot equidistant to our two houses, telling me that she used an online tool to ensure that neither of us had to ...

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 + ...

I’m a classic satisficer: I’m usually quick about making decisions and often fall back on the tried-and-true. Some people are optimizers, carefully analyzing almost every choice, whether it’s a new ...