The heart of personal financial planning isn’t about predicting the future. It’s about preparing for the unexpected.

Planning for today. Preparing for tomorrow. When it comes to money, most people don’t worry about headlines until they hit home. Rising interest rates, market volatility, inflation—it can all feel ...

Forbes contributors publish independent expert analyses and insights. Cicely Jones simplifies financial concepts for young professionals. I recently spoke with an investor who had no idea what his ...

Some of the wealth projections underlying the $120 trillion wealth transfer figure assume that recent returns from financial assets over the last 15 years are likely to continue for the foreseeable ...

When Betsy Goldstein began divorce proceedings at age 53, she found herself confronting a complex web of tax forms, retirement accounts and housing deeds—financial matters she hadn’t bothered with ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with this certification Written By Written by Staff Money Writer, WSJ | Buy Side ...