What constitutes a life well lived? Is it a life where you let your principles guide you in your decisions? Is it a life full of accomplishments and awards? Finding your answer to these questions can ...

How to Strategize for the Future ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. As we enter 2025, it’s the perfect time to set goals and establish a ...

A financial advisor can help families save for education using 529 plans and align education planning with their broader financial goals. A 529 plan is a tax-advantaged account, where money grows and ...

Christine Benz: We want to delve into special needs planning. And your book is called The Special Needs Planning Guide. It’s incredibly detailed and comprehensive. But it seems like a huge challenge ...

Matt Webber is an experienced personal finance writer, researcher, and editor. He has published widely on personal finance, marketing, and the impact of technology on contemporary arts and culture.

"Without a plan, even the most brilliant business can get lost. You need to have goals, create milestones and have a strategy in place to set yourself up for success" (Yogi Berra, American ...

Companies are increasingly relying on generative AI to help draft their financial reports, aiming to save time and money, but also raising questions on trust and transparency in executives’ efforts to ...