Key takeawaysFinancial planning is the process of considering your financial objectives and goals and creating a roadmap to reach them based on actions you can take with your money.Some of the key ...

Start by knowing your net worth, then pay down debts, save monthly, keep your bills within your means, and set up a retirement fund.

529 plans are still the gold standard for saving for college, especially for affluent families, though they are most ...

Communicating about your assets and plans for passing them on increases clarity while preventing surprises and family ...

These financial planning tools improve data analysis, help mitigate risk, and make it easier to budget for the future.

A financial planner can look at your full picture—income, expenses, investments, insurance, taxes—and help you figure out whether your current path gets you where you want to go. MORE FOR YOU 3.