Instead of an app or gadget that claims to jump-start your productivity, consider investing in a good paper planner. There is plenty of research that shows how actually writing down your to-do ...

She has 14+ years of experience with print and digital publications. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Retirement Income Certified ...

Worried about how you'll pay for your retirement? It can help to structure your finances around five key areas: taxes, income, medical, legacy and investments.

They often offer services for tax planning, retirement plans, budgeting, investment guidance, insurance, and more. There can be some variance in financial planners' expertise, credentials ...

Certified Financial Planner™ (CFP ®) recognizes individuals with financial planning, taxes, insurance, and estate planning expertise. Owned and awarded by the Certified Financial Planner Board ...

Learn more about it. There’s more to tax planning than keeping track of your important tax documents—although that is a great start. Proper tax planning utilizes the current tax law to ...

Financial planning isn't the pen-and-paper activity it used to be. Luckily for financial advisors, abacuses and crank-operated calculators are technologies of the past. But while modernization has ...

Financial planning involves looking at your current financial situation with or without the help of a professional — and finding strategies to reach long- and short-term goals. Many, or all ...

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Some financial planners also provide investment management. Many, or all, of the products ...

Career planning—setting professional goals and developing a roadmap to get there—benefits the employer and the employee. For the company, career planning and development is a crucial employee ...

Estate planning for millionaires is crucial, as wealthy families have more to protect and pass on to the next generation. Larger estates tend to be more complicated, with multiple homes ...

Life may be full of twists and turns, but strong financial planning can help you stay on track toward reaching your goals. From paying off your student loans to buying a house, a comprehensive ...