Learn how to make 529 plan contributions as a gift, understand the gift tax rules, and explore how to contribute efficiently ...

The French writer Antoine de Saint-Exupéry once wrote, "A goal without a plan is just a wish." He wasn't referring to investing goals when he penned this, but he could have been. Having financial ...

A financial plan starts with one question: What do you hope to achieve? Think broadly as you create your family financial plan, considering the near and far future and things that may not seem related ...

If the idea of developing a retirement income plan that doesn’t hinge on Social Security makes you a little nervous, don’t worry. According to experts, Social Security was never intended to be the ...

If you ask 10 people what a financial “plan” is, you’re likely to get 10 different answers. As a financial planner, my biggest issue with financial plans is that they aren’t actually plans. Plans say ...

If “raise more money” is on your roadmap, here’s how to translate it from a placeholder into a funded strategy.

Here's a simple method that drastically increases the chances of achieving your goals and building healthy habits.