A financial plan starts with one question: What do you hope to achieve? Think broadly as you create your family financial plan, considering the near and far future and things that may not seem ...

A financial plan sets you and your money up for success. This can include investment planning, retirement, estate planning and other long-term financial goals that a plan can help you achieve.

A 529 college savings plan can be a powerful tool when saving for future education expenses because investments in the plan can increase tax-free, but many savers don’t take full advantage of ...

Does a 529 plan affect financial aid? If you have 529 accounts set up for your other children, the assets in those accounts are no longer counted toward the expected family contribution.

Financial stability begins with a structured investment plan based on personal goals. By regularly reviewing investments and adjusting for changes in income.

As the financial landscape continues to evolve, the modern 529 plan stands out as a powerful and versatile asset in any long-term planning toolkit.

A sophisticated legacy plan can prevent mismanagement, overspending, and loss of inheritances that you leave. It includes several legal tools in addition to a will.

Even in times of peace, it’s useful to have a financial emergency plan should something happen to you, your income, the economy or on the geo-political front.

The numbers on fraud, long-term care costs and aging in America are daunting. Here's how financial planners can help clients prepare.

OpenAI is abandoning plans to turn itself into a for-profit company, keeping the maker of ChatGPT under the control of a non-profit board after intense criticism from Elon Musk. The artificial ...

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. A few months ago we marvelled at how the AI bacchanal had enticed venture capitalists into moving from ...

Appeals court restores hold on Trump admin’s plan to cut government agency by 90% The agency was slated to carry out a reduction in force of roughly 1,400 employees, which would have left just ...