I want a financial plan to feel less like a spreadsheet and more like a roadmap for the life I actually want to live. That means connecting everyday money choices to milestones such as education, ...

Dear Savvy Senior, I recently had an estate plan drafted, including a will, power of attorney and advance directive, but I’m ...

I set out to build a high-yield portfolio without falling into the trap of unsafe "sucker yields," aiming for rare income that balances quality and risk. After deep work, I built a four-stock model ...

On the first day of open enrollment, Rebecca Wilson woke up, grabbed her computer, and went straight to Oregon’s marketplace site to see what her health insurance was going to cost next year. “I put ...

Javascript must be enabled to use this site. Please enable Javascript in your browser and try again. Secure and simplify your digital life with Senior Planet from ...

If you’re a US worker with a 401(k) retirement plan, you may soon gain the option to add private equity and other private-market exposure to your savings. Most employees in defined contribution plans ...

A business plan is not just a set of static documents. It’s a living, breathing guide that should be integral to a business owner’s decision-making and management style. A business plan can help you ...

Instagram lets you quickly change your account type to personal from business or professional via the settings menu. On mobile, go to profile -> hamburger menu -> Settings and privacy -> Business ...

Some Medicare Advantage subscribers could lose their plan as major insurers scale back coverage. Last week, we got some answers from expert Tim Jopp with Legacy Health Insurance about the changes. He ...

Cyber-attacks come in many ways, like phishing, malware, social engineering, spoofing, scareware, smishing, and vishing. Setting your 401(k) statements and account modification confirmations to the ...

Question: “I am looking for a flat-fee adviser because the AUM platform does not coexist with my plans. Where should I look to find the most and the best flat-fee advisers? It seems like many of them ...