Balancing financial goals with the desire to help others can feel tricky. On one hand, building your savings and securing a stable future matters. On the other, helping loved ones or giving back to ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to managing money, most people have the best intentions—but ...

Most of us have experience setting goals in certain areas of our lives. This might include work-related goals, fitness goals, ...

Forbes contributors publish independent expert analyses and insights. Melissa Houston covers financial issues that affect women in business. No financial goals mean no plan for investing in your ...

How you and your partner can make saving easier, spending harder, and teamwork second nature Many couples are setting financially focused New Year's resolutions with hopeful optimism: save more, spend ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Edward Jones, working with Morning Consult, found that 41% of adults say their financial goals for 2026 are larger and more ambitious than those they set for 2025. But the same research reveals a ...

As the calendar flips to a new year, millions of Americans pledge to improve their financial lives. But without a concrete ...

When you plan your finances, it includes multiple short-term and long-term goals. These may include buying a house, planning ...

Why understanding generational money goals is key to stronger marketing performance in 2026 When marketing is aligned ...