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Sunday, December 21, 2025

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108 results found for “Financial planning”.

Financial planning specialist: What is a financial planner?

Whether you’re feeling financially confident, or life has thrown you a few curveballs, here’s how a financial planning specialist can help make things easier for you.

Fiduciary advisors: What they do and why it matters

We’ll break down what's expected of a fiduciary and why it’s important to work with one.

How to manage a windfall

Suddenly coming into cash can be exhilarating (just ask the new winner of the $1.6 billion-plus Maga Millions jackpot), but it can pitfalls. Get our take on a few general guidelines for how to deal with a large windfall.    

A third of Americans feel ‘safer’ with cash

Sometimes the tangible sets us at ease. Such can be the case with cash: We hold it, count it, and count on it in times of market volatility and economic uncertainty. Get strategies for stashing cash from a financial professional.

Financial planning for young adults

Young adults have time on their side as they get started with investing. Here are a financial advisor's top seven suggestions for money management in young adulthood.

How a third of American households are bracing for $1,000 monthly student loan bill

With federal student loan payments resuming in October, here's how U.S. households are approaching the change, plus tips from a financial professional on adjusting your budget.

What is residual income?

Residual income is the amount of money left over after all necessary expenses have been paid. Find out what this means for businesses and individuals.

High earner, not rich yet (HENRY): How to get on track to building wealth

Having a solid salary can help you build wealth — if you're able to save money. Consider these ideas for making the most of your high earnings.

5 ways to improve your financial relationship

Money and love can be messy, but they're often intertwined. The founder of Marriage, Kids & Money suggests five ways to enrich your financial relationship. 

Living happily ever after: Finances after the wedding

From taxes, to kids, to retirement, there are numerous financial topics you should discuss with your spouse as you navigate life as a newly married couple. 

Who pays for what at a wedding?

If you’re stumped trying figure out who should pay for what when it comes to your wedding, here's a comprehensive guide of traditional approaches (as well as non-traditional options that may better suit your financial priorities).

The cost of being single

Anyone who has gone from single to married (or the other way around) can attest to the added costs that accompany single life. Here's how to overcome the financial challenges.

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