Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

While many use the terms “estate planning” and “legacy planning” interchangeably, the former refers to the transfer of assets and personal belongings following someone’s death, whereas the latter ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...

Financial planners share their top retirement strategies, from utilizing Roth accounts to delaying Social Security to highlighting the value of a personalized financial plan.

While previous generations made money just to create a fat bottom line, Gen Z appears driven to create balanced lives. As ...

Financial recovery like credit card debt relief, the goal is to create a plan that works with your reality—not against it.

You sit down at your kitchen table with all your bank statements and credit card documents spread out in front of you. It’s clear you need a plan to tackle this debt, and you need it now. But maybe ...

On a recent segment of Good Morning Washington, viewers met Brandi Bridgett, founder of The Agency at National Harbor — a ...

“The biggest myth is that you should follow it. It's a rule of thumb if you want a rough gauge," says Sharon Carson, executive director of J.P. Morgan Asset Management. “If you blindly follow it, in ...