Learn how couples can plan, save, and work together to handle financial surprises like job loss, illness, or emergencies ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. While every financial plan and individual is unique, the core basis of how ...

A financial advisor for estate planning provides a future-forward perspective. They can help you build a long-term plan for your financial goals that aligns with the needs of your heirs. From ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Whether from a multimillion-dollar sports contract, an unexpected inheritance or a lottery ...

In financial planning, the terms SIP, HIP, and TIP are often quoted. SIP stands for Systematic Investment Plan, HIP stands ...

Should I be saving for my child’s future education or saving for my retirement? Should I pay down my lowest credit card debt or the one with the highest interest? Should I rent out my house or just ...

Once viewed narrowly as college savings tools, 529 plans have significantly evolved through a series of legislative changes. They are now among the most flexible and tax-efficient financial tools ...

Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations. She has conducted in-depth research on social and economic issues ...