A financial advisor can help families save for education using 529 plans and align education planning with their broader financial goals. A 529 plan is a tax-advantaged account, where money grows and ...

Our team reviewed 154 of the country’s largest and most prominent financial institutions, from big banks like Chase and Bank of America to credit unions like Navy Federal Credit Union and PenFed ...

Building a financial plan month by month can help you create a manageable path toward achieving your financial goals. It allows you to break down your larger financial objectives into smaller, ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Whether from a multimillion-dollar sports contract, an unexpected inheritance or a lottery ...

Should I be saving for my child’s future education or saving for my retirement? Should I pay down my lowest credit card debt or the one with the highest interest? Should I rent out my house or just ...

Working with a financial advisor can help you reach your money goals. Here's how experts say you can find the right professional for your circumstances.

Money flows through almost every aspect of your life. Whenever your job, your family or your property changes, for better or worse, your financial picture changes. That means your financial plan has ...

Failing to organize your finances can leave your children facing unnecessary stress and uncertainty. By including them in your financial planning, you help create clarity, reduce future burdens, and ...

The early part of a new year offers an opportunity for reflection — a chance to pause, assess where we’ve been and determine where we’re headed. It can also be an ideal time to adjust your financial ...

Erie seeks state grant to develop a five-year financial management plan. The plan aims to address projected budget deficits and build on previous financial successes. A consultant will be hired to ...