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

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 ...

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

Altfest, a certified financial planner based in New York. It could be going to a movie, taking a run in the park or having a glass of wine, she said — whatever appeals to you, as long as it isn’t ...

It is not a pleasant subject or thought to think about, however, it's crucial to prepare for what happens after you die.

Technology, alternative fee structures, and specialized services are transforming the financial advisory landscape, expanding ...

California couple overcomes investment fears, secures college funding, and plans for retirement with help from "My Money ...

Here are three common challenges for advice-only financial planners. Ms. Chung says that some advice-only financial planners ...

Federal retirees are pouring hundreds of millions of dollars a year into an annuity offering at the Thrift Savings Plan.

Experts say you need to get specific, tap into your intrinsic motivations, and celebrate small wins to create financial ...

Saving money now to prepare for what happens after you pass away is the best strategy for not putting the financial strain on those who are closest to you, allowing them time and space to grieve ...