Once you’ve decided, set your next 90-day goal and follow the plan. Then, rinse and repeat. At the end of each year, conduct a deeper review of your financial plan. See how much you were able to ...

Fact checked by Suzanne Kvilhaug You've started a new job and your company offers a 401(k) plan, an employer-sponsored retirement savings plan. This is a great opportunity to save for retirement. Here ...

This week, he helped a couple working on an estate plan. They were worried that their son, who has been married for 12 years, would be unable to manage his money responsibly and end up “on the ...

2) Make your plan — and include your family in the process Creating your estate plan means making sure every asset has a ...

A structured approach to goal-setting can ensure you stay on track and make steady progress. It may seem intimidating to take stock of your financial situation and develop a plan to accomplish ...

As Castro explains, "You need a solid budget and financial plan in order to set yourself up for long-term financial wellness, avoid running into problems such as racking up credit card debt ...

What is an IRS payment plan? An IRS payment plan is an agreement you make with the agency to pay your federal tax bill over time. You can set one up online, by phone or in person. The IRS offers ...

Develop a plan for Social Security ... Alternatively, you could contribute after-tax dollars to a Roth 401(k) and set yourself up for tax-free withdrawals in retirement. Low- and moderate-income ...

This week, he helped a couple working on an estate plan. They were worried that their ... Fottrell presented a variety of approaches to setting up a spendthrift trust not only to make sure your ...