The first step to creating an investment plan is to lay out your financial goals. These can be anything from "buy my first ...

What Are Old 401(k) Plans? Often, when individuals transition between jobs or careers, they leave behind 401(k) retirement accounts with previous employers. These accounts, sometimes forgotten or ...

Lenders will assess your plan against the “five Cs” of small business credit: character, capacity, capital, conditions, and collateral. Why Do I Need a Business Plan? There are many reasons ...

End of carousel I’m not planning to stop working anytime soon, but like many people “of a certain age,” I get repeatedly asked: “So, when do you plan to retire?” This question assumes ...

Target-date 529 plans "do get very conservative close to school age, and they descend rapidly in terms of risk," said Monica Dwyer, a certified financial planner in West Chester, Ohio.