The focus of retirement planning is shifting, according to Morningstar experts, moving away from simple saving toward bespoke decumulation strategies and guaranteed lifetime income solutions.

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

After you hire an accounting firm to prepare your tax returns, it's hard to know whether they did a good job. You pay for professional expertise and hope you get what you pay for. That's true when you ...

Besides a number of helpful FAQ's about money topics, the site includes "Ask The Money Doctor," anonline resource for consumers who are looking for guidance about personal financial matters. Qualified ...

MEREDITH ― In our modern age, financial planners usually provide gender-neutral advice since everyone benefits from making ...

How well does your financial plan match your deepest dreams, possibilities and authentic goals? Typical financial planning often involves a mechanical process: collecting historical data, analyzing ...

A financial advisor is not only for the super-rich; anyone facing major life transitions, nearing retirement, or feeling overwhelmed by financial decisions could benefit from professional guidance.

Second marriages are exciting times as couples look forward to a new chapter in their lives together. One practical consideration is the need for careful financial planning for the changes their new ...

Tax planning advisors help clients minimize their liability, navigate complex tax rules and integrate tax-efficient strategies into their financial plan Written By Written by Staff Money Writer, WSJ | ...