Golf is so much more enjoyable when you’re playing with friends or at least people you get along with. It’s a great way to ...

You’re not bad with money—you just haven’t been taught yet. Budgeting is your freedom plan, giving you clarity and confidence ...

What it all boils down to is will you be comfortable in retirement? Some people may rely on formulas, while others just aim ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls ...

“Financial planning is a little different from wealth management or a financial advisor, ” says Lissa Lumutenga, CFP, the founder of financial education website Wealth for Women of Color.

Market chaos? Stay cool, stick to your plan and let smart investing strategies turn the roller coaster into a wealth-building ...

These and other common financial planning myths are widely held, but they don’t always stand up to scrutiny. Sure, the 4% rule may work for some people, but it’s not the only option.

When it comes to estate planning, there can be tons of questions and concerns, including taxes, trusts, the probate process ...

The “typical” financial planning process is set up around children, but it doesn’t have to be. These things are worth ...

Many South Africans believe that a few financial products are enough for a secure future, but without a comprehensive ...

Financial Planning's 2025 Rising Star nomination season is here! Here's how you can nominate a colleague — or yourself — for this year's awards.