Financial Planning
I asked financial planners how to protect my cash during inflation, and got 5 smart pieces of advice
Worried about how inflation will affect your overall financial picture? Start by checking up on your money more often to make changes as needed.
Best Online Brokerages for Beginners in September 2023
The best online brokerages for beginners offer low fees, educational resources, financial tools, and more. Our September list includes Interactive Brokers, Firstrade, and Merrill Edge.
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Best Online Financial Advisors in September 2023
To find the best online financial advisors, we assessed fees, minimums, and accessibility. Our September 2023 list includes Betterment, SoFi, and more.
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Latest in Financial Planning
5 things I do every fall to keep building wealth for the rest of the year
Fall is a great time to review your budget, check your credit and bank accounts, and prepare for the costs of winter.
Best Retirement Plans in September 2023
The best retirement plans include tax-advantaged options for individuals, employees, self-employed individuals, and small businesses. Start investing today.
Best Budgeting Apps of September 2023
A good budget app lets you maintain a budget and should be easy to use. Our top picks also are free or have plans with low monthly fees. Start saving today.
Best Stock Trading Apps of September 2023
The best stock trading apps offer low fees, access to research, portfolio tracking tools, and market access. Start investing today.
Best Online Brokerages of September 2023
The best online brokerages charge minimal fees, have low account minimums, and let you invest in a variety of assets. Start investing today.
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Best Investment Apps of September 2023
The best investment apps offer low fees, accessibility, and investing resources. We found the best for both active and passive traders. Start investing today.
Instead of a baby registry, I set up a 529 account for my baby's college tuition and asked people to fund it
I realized a baby registry didn't really make sense for my baby, because I bought all the essentials myself. Instead, I'm planning for the future.
How to decide if an online-only bank is right for you
Online banking allows you to transfer funds, make payments, and even deposit paper checks with your phone or computer.
A millennial private equity founder explains how the 'girl math' taking over social media can help more than it hurts
Girl math isn't something to be dismissed, says Kelly Ann Winget. It can be about quality of life decisions that add value to someone's day.
As a financial planner, I give my clients 4 tips to make their money last a lifetime
I work with clients who want to make sure their money lasts for their lifetime, but I also remind them to benefit from their money now.
Leave the kids at home, skip the character backpacks, and 3 more tips I use to save money on back-to-school shopping
Back-to-school shopping is expensive, and it's too easy to end up splurging on expensive items that won't last. I do 5 things to save money.
The 4 smartest moves I've made with my money
Paying off student loans, building an emergency fund, and paying off her credit card every month set Jennifer Streaks up for financial success.
4 steps I took to figure out how much house I can afford
My husband and I realized that what we could afford depended on our perspective. What you consider affordable won't be the same as everyone else.
17 bank accounts that help track personal finance goals with budgeting tools
Some financial institutions have bank accounts that let you set up and track goals. This may help with setting up an emergency or vacation fund.
A 30-something who used a side hustle to pay off $100,000 of debt explains what we get wrong about passive income
Creating a passive income stream is hardly simple at the beginning, as Melissa Jean-Baptiste explains. But it's easier if you leverage your skills.
5 things I do every month in my 30s to retire a millionaire by 50
When I was in my 20s, I didn't take planning for retirement seriously, but now I'm on track to be able to retire early and be well off when I do.
How lotteries work and 3 key steps to take if you win one
Lotteries are government-run gambling games that involve drawing numbers at random for a cash prize. The odds of winning are extremely low.
A financial planner says rich people do 5 things with their money that keep them wealthy
This financial planner's rich clients have a financial plan and stick to it, and are always looking for ways to reduce their overall taxes.
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Where a financial planner tells clients to keep cash they won't need for 10 years
If you know you won't need to use the money for at least 10 years, then it's time to consider investing this cash.
Asset management: What to know about this fast-growing industry that could increase your wealth
Asset managers and management firms develop portfolios and manage money by investing client funds in stocks, bonds, real estate, and other assets.
Financial planning basics: How to create a financial plan
Financial planning is a practice that examines how you manage your money in order to guide you toward reaching your long and short-term financial goals.
Financial planning basics: How to create a financial plan
Financial planning is a practice that examines how you manage your money in order to guide you toward reaching your long and short-term financial goals.
What is a Certified Financial Planner (CFP) and what do they do?
CFPs are highly knowledgeable and experienced financial professionals who advise individual clients on a wide variety of financial topics.
Ditching your car may be great for the planet, but it can take a pick-axe to your income — try going 'car-lite' instead
Reducing your car's carbon footprint could mean giving it up entirely, but in many US cities, that choice comes at a big cost to your wallet.
3 ways renting could make you wealthier than owning a home
Buying a house can be a great investment, but there are plenty of reasons to consider renting instead — and potentially being better off long-term.
Having debt doesn't mean you're bad with money. The author of 'We Should All be Millionaires' explains why.
Rachel Rodgers advises that having debt does not mean you are bad with money, it can actually mean that you took a risk or that you bet on yourself.
The author of 'We Should All be Millionaires' asked women earning 6 figures if they were confident with their money — and 90% said no
Rachel Rodgers asked women entrepreneurs if they're comfortable with money, and found most aren't. She credits this to the messages women internalize from society.
My husband and I keep our finances separate, and I wouldn't have it any other way
When my husband and I got married, we decided to keep our finances separate — that way, it's okay that we don't have the same approach to our money.
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The author of "We Should All Be Millionaires" shares 5 steps to create your million-dollar system
Even smart, successful women can find money management intimidating. Create a Million Dollar System to set yourself up for building wealth.
Yieldstreet Review 2023
Yieldstreet is an investment platform and fund manager for alternative asset classes, including art, real estate, and legal settlements. Start investing today.
4 ways to save money at the airport, no matter how hectic it is
Spending money at the airport is a necessary evil when traveling. Use these tips to save money on airport transportation, food, and baggage fees.
My husband's a spender and I'm a saver, but 3 rules help us keep the peace — and build our wealth
The spender/saver dynamic is familiar to many couples, and can be difficult to manage. Being honest, respecting each other, and being humble can help.
A financial planner shares 3 pieces of money advice clients never want to hear
Don Grant has been a financial planner for 20 years and says clients never want to hear that they need to save more or they can't buy so much house.
5 budgeting hacks I learned from a friend that help me save an extra $1,000 a month
If the word "budget" makes you cringe, these hacks can help — they'll help you build a budget that realistic and flexible.
I'm a financial planner who's been to 16 countries — I have 5 techniques anyone can use to save money on travel
I've been to 16 countries and counting, but I've been able to stick to a budget, earn rewards, and plan for the unexpected no matter where I end up.
I spent my 20s pinching pennies, but the 80/20 rule has finally given me freedom with my money
In my 20s, I assumed I just needed to spend as little as possible to succeed — which meant giving up things like having internet access at home.
4 things most people don't get about extreme wealth, according to a financial advisor who works with athletes and celebrities
Just because celebrities make a lot of money doesn't mean that they maintain wealth, according to a financial advisor to movie stars and athletes.
3 common sources of passive income too many people overlook
Before taking advantage of riskier investments like the stock market or cryptocurrency, try maxing out your 401(k) employer match first.
9 expert tips for summer travel on a budget, so you can make memories instead of thinking about money
Airfare and hotel prices are accelerating rapidly, but instead of cancelling your summer travel plans, you can plan ahead so you don't break the bank.
Wait until the last minute to buy maternity clothes, and 7 other tips to stretch your budget further during pregnancy
Maternity clothes are an expensive part of pregnancy, but it's still possible to effectively budget for that expense with some thoughtful planning.
3 steps for people of color to find financial advice they can trust, from an expert who knows
If you want to get the most out of a money coach or financial planner, you should think about your goals and aim to learn more about your finances.
It costs over $300,000 to raise a child. For lesbians, that price tag is just the beginning.
IVF, surrogacy, and other options for parenthood for lesbian couples often comes at a significant extra cost that isn't covered by insurance.
I thought I knew how to handle money as a financial advisor, but a conversation with a 30-year-old millionaire completely changed my mind
Speaking to Grant Sabatier showed Kevin L. Matthews II that he'd been sacrificing too much of his pleasure now to build wealth for the future.
At $10,000 per year, the cost of childcare is 'a crisis,' and it's set to get worse in September
The average cost of childcare is over $10,000 annually per child, and assistance for families introduced during the pandemic will disappear soon.
6 money management tips for people in polyamorous relationships, from experts who know
People in polyamorous relationships face challenges like transferring generational wealth and lack of educational resources for their finances.
Experts often steer parents toward a 529 plan or UTMA to save for their kids' future, but we went another direction instead
Even though a 529 plan or UTMA is a good way to save money for college, she and her husband found a brokerage account was a better fit.
529 college savings plan limits by state
With 529 plans, you can invest toward your child's education expenses. But the plans vary by state. Learn which plans are available.