financial planning

The Financial Basics Every New Grad Should Know

Congrats, grad! You undoubtedly learned a lot in your college career, but now it's time to learn these personal finance basics.

8 Questions Financial Advisers Hear Most Often

Financial advisers have heard it all when it comes to money. But they hear these questions most of all.

11 Secrets You Need to Tell Your Financial Adviser

Skeletons in your financial closet? Like it or not, your financial adviser needs to know everything about your personal money matters.

9 Costly Mistakes DIY Investors Make

Anyone can handle their own investments with the proper research. Anyone can also make these common DIY investor mistakes.

The 7 Most Important Financial Moments of Your Life

These turning points in your life bring critical money matters to the table. Are you ready?

7 Lessons About Money I Learned After Having Twins

Having twins can mean double trouble for your finances, but these money lessons apply to anyone with a new bundle of joy.

8 Steps to Budget Mastery in 20 Minutes a Month

All it takes is 20 minutes a month to be a total money master. Try this method and budget like a boss.

How to Start Saving for Retirement at 40+

It's never too late to start saving. If you skirted retirement savings in your younger years, you can still catch up — here's how.

5 Reasons to Fire Your Financial Adviser Soon

Many of Bernie Madoff's clients said "I thought he was my friend." Find out if your adviser is a friendly, but unscrupulous salesman and not the ethical adviser he should be.

7 Occasions When You Should Definitely Hire a Financial Advisor

It's great to be able to DIY your money, but some jobs require the skills of a pro. Be the smart about when to seek professional financial advice.

6 Harmful Money Beliefs That Are Keeping You Poor

For many, the only thing standing between scraping by and real financial security are some outdated beliefs. Are these ideas holding you back?

Easy Personal Finance for Lazy People

Want to finally manage your finances, but you just can't be bothered? That's OK. Learn how to manage your money from your couch.

5 Painless Ways to Manage Money With Your Partner

A partnership is all about not going it alone — even when it comes to money. For a happier union, include your partner in the planning with these suggestions.

Turn Last Year's Taxes Into This Year's Financial Spring Cleaning

Don't shove all your tax paperwork back in the drawer just yet. Go the rest of the way to a better financial future with a few simple steps.

Use the 80/20 Rule to Maximize Your Financial Opportunities

Stocks, bonds, insurance, retirement — where should you focus your limited personal finance resources? Use the 80/20 to find the solution.

The Private Financial Information You Must Share

Couples often split finance chores across multiple accounts, which makes management difficult, especially in emergencies. Learn what you must share.

To Stay on Financial Track, Perform a Yearly Earnings Review

If you want to make sure you're on the right financial track, add a review of your earnings to your annual tax-time financial routine.

Improving Sales Forecast Accuracy with a PERTy Formula

Borrow an estimating tool from the US Navy to help bring your sales forecasts in line with your sales reality.

Perform a Credit Card Rewards Annual Review

Want to make sure you're getting the most airline miles, cash back, and whatever other rewards your credit cards offer? Do this quick annual review.

4 Essential Financial Tips For Kicking Off Your Career

If you've recently joined the workforce, you shouldn't just think about your career path; you should think about your financial path as well.