The National Insurance Producer Registry (NIPR)'s retirement of its Company Specialized Report (CSR), which many firms relied ...

As a certified financial planner, a huge part of my job is helping people plan for their futures by giving them actionable ...

You recently graduated from college, landed your first full-time job and, most importantly, your first paycheck just hit your ...

Many Americans spend a sizable amount of their income to keep a roof over their heads, food on the table and a means of ...

Managing your finances requires more than just tracking expenses and saving for the future. A financial planner in ...

I ntuit purchased Mint in 2009, and it held in its hands one of the best personal finance apps of its generation. The app ...

As you step into retirement, one of the most crucial things you need is a solid budget. But don’t just think of a budget as a boring old spreadsheet — consider it your roadmap to a fulfilling ...

Budgeting is a healthy way to get your finances in order and prioritize your financial goals. It also helps you see how and ...

Mark Alford said the federal government needs to bring down costs, citing a rise in the retirement age as a possible solution ...

Older Americans told BI they regretted not preparing well for retirement. We talked to financial planners about how young ...

A certified financial planner is one of the most well-recognized designations ... begin by getting a quick estimate of how ...

You can divest by pulling your investments from those types of funds and developing a portfolio that’s in line with your values. This strategy could come with higher cost and more risk, though. Work ...