Financial Planning

If unanticipated expenses exceed your emergency fund, here’s a look at where to go next.

These 6 steps help you arrive at a spending method that fits your situation like a glove.

The bestselling author and financial advisor on why sabbaticals can be life-changing, why health matters more than money, a flat tax for IRAs, and more.

These strategies for financial conversations can strengthen your relationship and your balance sheet.

US stocks likely won’t have a repeat performance of the last decade.

The financial strategist and author discusses key principles for assembling a successful portfolio, concentration risk in the US market today, and why he’s an evangelist for ‘defined-duration’ investing. 

A plan to get financially fit, one task at a time.

Some of our favorite clips from interviews with authors, financial planners, and retirement researchers over the past year.

Maybe it’s time to audit how much you’re paying for financial advice.

Key strategies for ‘satisficers’ and ‘recovering optimizers.’

The best risk-tolerance questions lead to meaningful conversations with clients.

Weigh the pros and cons before taking the financial leap, and learn how to manage debt together.

First, advisors need to manage their own emotions.

The author and advisor to financial advisors discusses some of his favorite money-related sketches, the ‘fake advice industry,’ and how to have better conversations about money.

Investors increasingly need an advisor who can help them make sense of today’s complex investing landscape.

Financial advisors can create value for clients by incorporating psychological and physiological metrics.

Even dedicated DIYers might benefit from a second opinion.

Clients can have confidence in investment plans they understand.

For Hispanic Heritage Month, a look at the financial challenges facing America’s largest minority group.

The advisor to advisors discusses setting plans, dismisses algorithms over humans, and showcases the highest value service that advisors provide.