There's an easy solution that won't land you in hot water with the IRS.

A retirement planner is a professional who specializes in helping people create a retirement plan geared toward their specific needs and goals. This plan includes everything from current income and ...

Forbes contributors publish independent expert analyses and insights. Cicely Jones simplifies financial concepts for young professionals. I recently spoke with an investor who had no idea what his ...

A great way to make a household budget for 2024, financial planners say, is to look at how you spent money in 2023. You might call it data-driven budgeting: Before you create a spending plan for this ...

A divorce financial planner collects and analyzes financial information to help their client make decisions when settling a divorce. Many, or all, of the products featured on this page are from our ...

Are you a whiz with math and money? Do you enjoy talking about investment planning, retirement strategies, and personal financial planning? Do you love the idea of providing financial advice to help ...

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.

Weddings should be the best day ever, a whirlwind of joy, beauty, and celebration. But behind every seamless celebration is a complex production filled with emotional landmines. As wedding planners, ...

Plus, see how your retirement savings stack up against the average by age Written By Written by Contributor, Buy Side Tanza Loudenback is a contributor to Buy Side and expert on retirement and taxes.

When reviewing job growth and salary information, it’s important to remember that actual numbers can vary due to many different factors—like years of experience in the role, industry of employment, ...

It’s a good problem to have: too much money saved for retirement and additional funds to leave to your heirs. Will you be one of the many who never spend it all?