Financial Planning

Author and educator Kathleen Rehl discusses widowhood, estate planning, and finding purpose in later life.

A flat-fee financial advisor and columnist discusses why less complicated portfolios are usually best, how he addresses inflation risk in client portfolios, and his biggest worry for new retirees.

How to make sure these common financial ‘pain points’ don’t imperil your plan.

Charts, graphs, and mind maps can be useful communication tools to use with a financially disengaged spouse.

Both you and your portfolio should be ready for the transition.

Misleading benchmarks, inflated bond yields, and faulty mortgage math can distort investment decisions.

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.