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, ...

Most 16-year-olds don’t worry about retirement – but one financial advisor believes that’s exactly when the path to long-term financial security should begin. Mitzi Swaffar, 44, president and owner of ...

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 ...

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 ...

Financial planning is not just a numbers game: Today’s most effective financial advisors recognize that success with clients could lie at the intersection of emotional intelligence, often called EQ, ...