Financial Planning

Fundamental strategies in organizing you personal finances.

The stories of four money make-over subjects, and the lessons they learned.

Investment Truisms May Not Always Hold True

It’s hard to find someone to give you objective advice.

Anyone can use the term “financial planner.” There are no education or experience requirements.

Once you have narrowed down the list of financial advisors who may suit your needs--and who have agreed to consider accepting you as a client--there are many questions you will want to ask each in a one-on-one interview.

Glossary of financial planning designations.

If you’re interested in finding a financial advisor but aren’t sure where or how to begin, here are some resources that can help.

The first step: Do nothing!

Resources for do-it-yourselfers.

Q: I am one week away from selling a second-generation family business and receiving far more money than I’ve ever had the pleasure to manage (approximately $4.5 million net).

Rich Neel had a tough time finding an advisor, but some specialize in middle-income clients.

A big cash prize didn’t solve as many problems as it created.

Financial planning evolving into a service for the masses.