These are valuable exercises, but a retirement plan with a 10% chance of failure looks a lot better in a spreadsheet than it sounds in real life. The problem is that if it goes wrong, there is no - I ...

It’s finally time to start using the money you managed to save and invest over the years. But be careful: Taxes are just one ...

If you’re interested in documenting your life—and you should be!—check out this spreadsheet. I’m talking about tracking every ...

You’ve spent decades in the workforce earning a living, your schedule dictated by the demands of the job. All the while, ...

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

There are mainstays in the finance sector like Quicken that still offer personal finance apps along with a host of ...

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

Patrick Sabol, a CFP and a senior lead planner with Facet, explained the expenses you might not want to cut. If you’re ...

In this day and age, a growing number of individuals are living paycheck to paycheck. While the reasons for doing so may vary ...

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

The budget crisis, coupled with wanting to spend more time with her family, led Bennett to announce her retirement in October. “It’s the right time,” she said. “It is really hard losing ...

It’s one of the easiest ways to boost your retirement savings without making drastic changes to your budget. A diverse portfolio reduces the risks associated with market volatility. Spreading ...