Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to managing money, most people have the best intentions—but ...

Forbes contributors publish independent expert analyses and insights. Bruce makes the law and tax code understandable to everyone. Beware. When you receive a grant of restricted stock units (RSUs), do ...

Reify Wealth Advisors financial planners Juli Erhart-Graves and Margaret Gooley explain how financial planners help clients achieve their financial goals.

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation ...

Collectively, people spend 927 million hours a month playing casual games on Facebook. Is it possible for a website to make setting and achieving financial goals as fun, easy and even as social as ...

Acing all the key components of retirement planning is akin to getting a perfect score on the SAT college entrance exam. It’s not impossible. But for most people, it’s a long shot. And just as a ...

The first Saturday episode of each month this year, we will focus on a key component of a financial plan -- including spending, investing, insurance, retirement planning, estate planning, and taxes.

When people work with a fitness trainer, they expect a workout tailored to their abilities and goals. Similarly, when they work with an architect to design a new home, they expect the plans to reflect ...

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, ...

EXECUTIVE SUMMARY FOR CLIENTS DREAMING OF A FINANCIALLY SECURE retirement, CPAs need to offer assistance on which savings vehicles—qualified and nonqualified—will help them reach their goal. This ...