In this post, you’ll learn how to use SMART goal setting to make real progress toward your long-term goals, and you’ll get ...

hosted by financial literacy author Lisa Werley. The free program is open to kids and adults, and it's designed so the whole family can learn to manage money together. Tonight's introductory ...

There are various registered plans that may help you save for retirement. Talk to your financial institution to find the right account or plan to help you reach your retirement goals. Saving for ...

The Debt Snowball allows you to make a simple change to your behavior and systematically pay off debt at an accelerated rate. Get the free printables.

Fahmy moved into her current position about two years ago. She recently sat down with Financial Planning to discuss her role in helping Merrill and Bank of America Private Bank provide access to ...

The first step towards saving for a secure retirement is knowing how much to save. That way, you’ll understand exactly what you’re going to be working towards and can work backward from there ...

In our latest installment of Man vs. Machine, we asked ChatGPT the following question: Why do traditional IRAs present unique problems in an estate planning context? And then we asked Sarah ...

The event will feature free 15 minute one-one-one financial planning sessions provided by the Financial Planning Association (FPA) of Long Island. Having participated in the inaugural event in ...

and smart planning. Microsoft Excel offers a robust suite of tools, particularly under its “What-If Analysis” feature, designed to simplify financial decision-making. These tools empower you ...

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not ...

Throughout her career, Samantha has used her expertise and various licenses and certifications to provide in-depth advice about household and business-specific financial planning, investing ...

Barcelona appear ready to make a significant decision regarding goalkeeper Inaki Pena, as reports from SPORT suggest the club is prepared to part ways with him for financial reasons. It seems Pena ...