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

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 ...

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

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

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 ...

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

Mike Bisaro, the president and CEO of $1.2-billion StraightLine, explains how his firm helps people at all stages of their ...

Gateway Commercial Finance reports that small businesses in 2025 require essential financial tools to thrive amid economic ...

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.