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After nearly 10 years as a financial planner, the first 2 questions I ask every client have nothing to do with money
Before we get into the financial minutiae, I ask two questions that have nothing to do with money, yet tell me more than a pile of bank statements ever could.
The best money advice is often the simplest. Here are tips from financial planners and bestselling authors that you can't afford to ignore.
A 2-step strategy financial planners use for themselves and their clients can make your money much less confusing
Separating cash into different "buckets" — for retirement, travel, or an emergency fund — allows you to see how much is going toward each goal.
Your financial situation is better than you think it is.
After 10 years as a financial planner, I’ve realized almost everyone gets the same thing wrong about money
As a financial planner in New York City, I get to see behind the curtain of people's finances ... and I've realized many "wealthy" people aren't.
If you're wondering how to invest money, the answer isn't all that complicated: Start with employer-sponsored retirement accounts.
We asked financial planners for the best strategy to tackle credit-card debt, and there are 2 clear favorites
The best way to get out of credit-card debt is either the debt snowball or the debt avalanche, according to financial planners.
We asked financial planners where first-time investors should put their money, and almost everyone said the same thing
Ready to start investing? Index funds are a good option for people looking for a "set and forget" investment. They're low cost and diversified.