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.
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.
For many, the only thing standing between scraping by and real financial security are some outdated beliefs. Are these ideas holding you back?
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.
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.
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.
Stocks, bonds, insurance, retirement — where should you focus your limited personal finance resources? Use the 80/20 to find the solution.
Couples often split finance chores across multiple accounts, which makes management difficult, especially in emergencies. Learn what you must share.
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.
Borrow an estimating tool from the US Navy to help bring your sales forecasts in line with your sales reality.
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.
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.
Whenever I write about calculating how much money you need to retire, some people disagree strongly with the whole idea that there is such a figure. One told me, "The only correct
Does your financial plan excite you? (Because it should). Here is Financial IQ Test to help you determine how healthy your financial plan is.
Sure, investing is a smart move. But before you decide to invest, you need to decide if it's the right time for you.
Basic plans for saving and investing that don't require use of a formal financial plan with specific goals.
When you open your next financial statement, you may be in for a condition called "statement shock". The onset of statement shock often sends people looking for new financial plann
Are you waiting for tomorrow for things to be different? To make changes, or refocus? I've got news for you...
One of the most underrated financial x-factors in our lives is our relationship with money and the inner psychology of how we deal with our finances. I suspect that it is bec
You (or somebody you know) can have your cake and eat it too utilizing the Insured Annuity concept. It's a way to provide a guaranteed tax-preferred lifetime income while guarantee
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