If you've made a financial plan, congratulations, but have you reviewed it recently? Here are six reasons why your plan needs ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...

Financial advisors can help clients "give themselves permission to place proper importance on their wealth accumulation," planner Preston Cherry said. "When it's attached to a purpose, then it has a ...

Reify Wealth Advisors financial planners Juli Erhart-Graves and Margaret Gooley explain how financial planners help clients achieve their financial goals.

This story is paid for by an advertiser. Members of the editorial and news staff of the USA TODAY Network were not involved in the creation of this content. shapecharge, Getty Images Do you have a ...

Domain Money reports on key Q1 strategies for 2026 financial success, focusing on goal-setting, retirement contributions, and ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation ...

My wife, Mika, and I took a survey this week about our approach to money. The survey asked us to respond to a number of statements by noting on a continuum whether we agreed or disagreed, ranging from ...

Year 2026 will see new asset classes and new approaches to financial planning. Private debt and smart beta will become part of the financial planning lexicon. There will also be greater focus on ...