Being child-free can offer more flexibility in retirement planning, but it also means thinking differently about everything ...

A holistic financial plan goes beyond—here’s how to approach it.

Sue van der Linden and her women-led Bluestone Planning Group emphasizes planning discipline, risk management and education ...

Social Security only replaces about 40% of average pre-retirement salary, but many rely heavily on it. A typical retiree will need about 80% of pre-retirement income. Aim to save 15% of your income ...

Paid non-client promotion: Affiliate links for the products on this page are from partners that compensate us (see our advertiser disclosure with our list of partners for more details). However, our ...

American Citizen Planner – Indiana trains Indiana citizen planners who are involved in community planning in formal and informal roles. It’s online modules and live presentations cover 31 topics from ...

An estate plan can give you peace of mind that your assets will be distributed according to your wishes when you die. Many, or all, of the products featured on this page are from our advertising ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Anthony Battle is a CERTIFIED FINANCIAL PLANNER™ professional. He earned the Chartered ...

Planning helps an organization chart a course for the achievement of its goals. The process begins with reviewing the current operations of the organization and identifying what needs to be improved ...

Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain actions on our website or click to take an action on their website.