Key takeawaysFinancial planning is the process of considering your financial objectives and goals and creating a roadmap to ...

A financial planner can help you chart a course for your financial life. From budgeting and saving, to managing taxes and leaving a legacy for your children, these money experts share their ...

It's a good idea to periodically assess your investment portfolio from time to time to see whether it meets your financial ...

Overview Wealth management and financial planning are two key concepts in personal finance. They are both used to help ...

Discover why four financial planners say recurring credit card debt is the biggest red flag that someone needs to cut down on ...

If you have Microsoft Office, consider Microsoft Excel's suite of budgeting templates designed to fit many different needs, ...

Smart Money Podcast — Budget Like a Boss: A Financial Planner’s Tips for Achieving Your Money Goals. Learn what it truly means to work with a certified financial planner ...

A financial plan sets you and your money up for success. This can include investment planning, retirement, estate planning and other long-term financial goals that a plan can help you achieve.

Use NerdWallet's free template to make a budget that aligns with the 50/30/20 spending rule. A budget can show you where your money is going so you can make changes if needed.