Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to preparing for retirement, there’s no shortage of financial ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

In a special VettaFi financial literacy video, VettaFi CMO Jon Fee and Financial Futurist Dave Nadig introduce principles of financial planning and several other different aspects of financial ...

Ethan Farar, far left, Austin Kunzler, center, and financial planning professor Luke Dean pose in this undated photo at Utah State University. Financial planning is key to future success, and Utah ...

With growing links between psychology and financial planning, there are beginning to be a lot of terms to describe that field, Morningstar Senior Behavioral Researcher Samantha Lamas said. All of ...

I still remember a turning point early in my career. I was working at a financial firm that had a strict minimum asset requirement for clients. One day, I met with a couple who had about $250,000 to ...

When it comes to your family’s financial future, one thing that helps to have in your corner is a set of values through which you base every decision. While it makes for nice alliteration, many would ...