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The problem: So many options overwhelm and overcomplicate personal financial plans. Many of us want to improve our finances, but that’s much easier said than done. The truth is, it’s hard to make ...

October is Financial Planning Month, and this month we are reminded how important having a financial plan is — and how much value working with financial planning technology and a financial adviser can ...

AI-powered platforms like ChatGPT and Google Gemini offer new ways to plan your 2026 financial goals. But how can you leverage them without compromising your privacy? With a NerdWallet survey finding ...

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, ...

This article is the first in a new column, Personal Financial Planning, covering the role of CPAs in advising individuals and ...

Recent changes in tax policy and overseas education rules have made advance planning more relevant for households preparing ...

Personal finance is personal, as the saying goes. But recently I realized that idiom isn’t exactly true. Well, at the least, it doesn’t tell the whole story. While I usually don’t talk about my day ...