There's an easy solution that won't land you in hot water with the IRS.

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Some financial planners also provide investment management. Many, or all, of the products ...

It’s no secret that most Americans are stressed about inflation, and many live paycheck to paycheck, even while earning six-figure salaries. Whether you’re worried about saving for a mortgage down ...

The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...

Anyone who struggles to remember to complete tasks both minor and monumental knows that life can get in the way of living it — especially if you’re disorganized. Using a paper-based daily planner or a ...

Some of the most type-A members of the Strategist team gathered to share the tools they use to tame their inboxes, schedules, to-do lists, and more. Ashley Wolfgang, newsletter editor: For about nine ...