In today's shifting landscape, finances are front and center in many American households. With spiking inflation over the last few years, a pending election cycle, market volatility, and a massive ...

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, ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

This story is paid for by an advertiser. Members of the editorial and news staff of the USA TODAY Network were not involved in the creation of this content. shapecharge, Getty Images Do you have a ...

Managing personal finances effectively requires a combination of precision, foresight, and smart planning. Microsoft Excel offers a robust suite of tools, particularly under its “What-If Analysis” ...

When people work with a fitness trainer, they expect a workout tailored to their abilities and goals. Similarly, when they work with an architect to design a new home, they expect the plans to reflect ...

A three-student team from Texas Tech University clinched first place at the Financial Planning Challenge hosted by the Financial Planning Association, Ameriprise, and the Certified Financial Planner ...

Edelman Financial Engines offers comprehensive wealth planning services, with investment options tailored to each client. Many or all of the products on this page are from partners who compensate us ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

What’s so special about working with families caring for individuals with special needs? The question is personal for Melissa Weisz, a wealth advisor and associate partner at Corient Private Wealth in ...