Instead of setting vague goals, financial planner Mamie Wheaton suggests assigning three-month milestones for the year with ...

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 ...

The Library is offering two different virtual, educational seminars from the Center for Financial Planning to help people ...

I had forgotten about an old 401(k) after I got laid off from a job in 2015, so I asked a financial planner what I should do ...

With a defined benefit pension that pays $120,500 a year and $700,000 worth of company stock, she is concerned about having ...

If you're looking at a career in finance, the choice between being a certified financial planner and a chartered financial ...

For many people nearing retirement age, the golden years may not be coming as soon as they would have imagined. With retirement uncertain for so many Ohioans, some propose public policy solutions.

Nearly half of U.S. retirees lack a formal strategy for withdrawing their retirement savings, according to a survey by ...

As some financial advisers become more technology-driven and as low-cost robo-advisers gain more traction, some financial ...

When it comes to taxes Certified Financial Planner Mary Sterk, of Sterk Financial Services, says you should look for ways to lessen them.

Financial planner says once you have been promoted and your income increases, this will allow you to refine your financial plan and secure long-term stability.