A portfolio with fewer moving parts is easier to oversee and simpler to document in case your loved ones or a financial ...

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

More than half (53%) of investors believe that having a written financial plan is important, up from 41% of retail investors as of year-end 2014, according to new research from Cerulli Associates and ...

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 ...

Overwhelmed by your financial to-do list? Split it into four quarters and assign each one goals that connect to the time of ...

While every financial plan and individual is unique, the core basis of how financial plans work is fairly similar. The good news is that there’s only a handful of data points that will really impact ...

After you hire an accounting firm to prepare your tax returns, it's hard to know whether they did a good job. You pay for professional expertise and hope you get what you pay for. That's true when you ...

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 ...

The evolution of data gathering tools, data scanning and population technology, and other tax automation products have many tax preparers concerned that the days of consistent revenue from tax ...