Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take ...

When it comes to retirement planning, having a written plan can be an important tool when it comes to saving money.

For many Americans, debt isn’t just a balance on a screen—it’s a daily weight. In a 2025 survey by financial services company JG Wentworth, it was found that nearly half of respondents worry about ...

Orman firmly believes in creating a financial action plan, such as her 5-Step Financial Action Plan on Oprah.com. In it, she suggests that individuals pay off their credit card debt and raise their ...

During my time in the wealth-management industry, I have learnt so many lessons about money management, both personally and professionally. A lot of them come down to following some key financial ...

“This is a smart and common question I hear a lot, especially from people early in their careers or managing tight budgets,” Latham said. “The truth is, you don’t need to contribute 15 or 20% of your ...

Here's a sure sign that interest rates are topping out: People are getting excited about money-market mutual funds. After five years of going nowhere on balance, the amount of money in these plodding ...