According to the Motley Fool Money's 2025 Financial New Year's Resolution survey, 69% of Americans made a financial resolution in 2025. 74% are confident they can keep it.
Making a plan is the key to any resolution. Financial ones require even more planning to ensure they serve you not only this year but in years beyond.
Read on to learn everything you need to know about strategic financial planning and how it can be your path to financial success.
Read MoreIf there's a downside to financial planning, it's that it often requires you to make mistakes to learn what works. Fortunately, there's another way: listening to the wisdom of those who have already made those mistakes.
Looking to harvest the fruits of that wisdom? Here are 12 financial planning quotes that will help you build wealth and reach your goals!
Read MoreAre you striving for financial security and success? It starts with a clear plan. Goal setting is the backbone of the financial planning process, helping you stay on track toward your financial aspirations.
Without goals, it's easy to lose focus or mismanage your resources, leading to missed opportunities for wealth building. If you're serious about securing your financial future, you need to understand the critical role goal setting plays in that journey.
Read MoreYou've worked hard for your money, and now it's time to make your money work for you. As you approach retirement or think about your financial future, you might be wondering how to make smarter investment choices. That's where a fee-only financial advisor comes in.
Read MoreAccording to CNBC, 77% of Americans are anxious about their financial situation. Trying to pay down debt, save for retirement, and make ends meet in your everyday life can be incredibly stressful. This is why it is important to create a strong financial plan.
Read MoreYou shouldn't have to worry about your financial future. Check out these thirteen great benefits of financial planning that you should know about.
Read More"What gets measured, gets improved", is a common saying that's been going around the blogosphere for a while now. It applies to all aspects of your life, such as meeting a daily calorie goal or walking 10,000 steps.
Read MoreFirst off, congratulations! You have sacrificed, saved, and worked hard to be in the position you are today. But before you retire and enter an exciting new chapter of life, let’s look at some planning items to consider when it comes to selling your employer stock options in the year of retirement.
Read MoreWhether you just got fired, are planning to leave your employer to pursue another opportunity, or ready to retire, you need to make sure you understand what happens with your employee stock options as this could have a huge impact on your tax situation and your retirement plans.
Read MoreThose with charitable inclinations along with substantial employer stock positions have a unique planning opportunity to reduce taxes, risk, and fund future charitable goals. Utilizing a Donor Advised Fund in conjunction with employer stock sales can help accomplish this.
Read MoreWeather you just started receiving employer stock as part of your compensation package or have been receiving it for several years, having a plan in place for managing this critical component of your income and net worth is essential.
Read MoreEarly retirement is a goal for many Americans but accessing Social Security prematurely can cost retirees thousands of dollars annually. There are some important reasons to consider waiting until you are 67 or older before tapping into your Social Security benefits, even if you plan to stop working and retire well before then.
Read More“Save as much as you can for retirement.”
That’s the message that has been drilled into the mind of every American worker for decades. There’s something to be said for that, of course. Financial security is important to all of us.
Read MoreWhat does “SPY”, engineering during WWII, and spiders have in common?
If you have no idea, you are not alone. This is a tricky question. And the answer is a name you probably won’t recognize.
Read MoreHaving too much appreciated stock in your portfolio may look like a great problem to have. It validates your good sense for having chosen those investments in the first place. It gives you a warm and fuzzy feeling when you open the quarterly account statements. Why is that a problem, exactly?
Read MoreIt is that time of the year again when our team is fielding questions from clients and prospects who are confused about Required Minimum Distributions (or RMDs). As with anything that needs an abbreviation and relates to government regulations, misunderstanding abound.
Read Moret’s tax time, you’ve just completed your taxes and are now just noticing the enormous tax bill you’ve paid over the past year. You start thinking, did you make a mistake? Is there something you can do this year to lower your upcoming tax bill?
Read MoreWhen should you start talking to your kids about money?
As parents, we know that it’s our job to teach our kids about the world. We talk to them about making friends, staying away from drugs, and looking left and right before they cross the street.
Read MoreThe tales of financial advisor fraud are like a car wreck: terrible to observe and impossible to look away. Here are 5 tips for avoiding your own financial wreck.
What is it about the stories of financial advisors gone rogue that captivates the imagination? Take this recent story in the news: a former New Jersey-based financial advisor was convicted of fraud for stealing his clients’ money and using it to pay his own mortgage, dine out, and buy sporting event tickets. In retrospect, the warning flags were there.
Read MoreWhat do you think about when you hear the words “financial advisor”?
High pressure sales techniques, obscure products with hidden fees, secret incentives to agents – the list is long and rather unflattering. How did we get here? And, more importantly, how can you choose the right professional to partner with if you don’t want to undertake managing your own money?
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