Rather than a book on his investing philosophy, the longtime advisor offers the lessons that have made him "less stupid" over the years.

Your tax refund -- or lack of -- can tell you a lot about your finances. It may feel great to get a big tax refund, but it doesn't mean it's better. Explore More: 6 Reasons Your Tax Refund Will ...

Real vs. Tax Number: The Great Divide: Your "real number" is what your business is actually worth – the true economic value. Your "tax number" is what you report to the IRS, often adjusted to minimize ...

I am a 75-year-old widower with no kids and I’m still working part time making about $3,500/month. I stuff away $2,000/month ...

Follow our guide with six simple steps to get your first credit card when you're ready -- no pre-established credit score ...

“Prior to getting my CFP certification, saving more than 20% ... Now I’m saving at a rate that will get me to my goals and I’ve implemented automatic systems so I won’t have to rely ...

The organization that administers the Certified Financial Planner credential plans to hold webinars to offer government ...

Your pre-tax IRA is subject to future income taxes, depending on your bracket. But it could offer planning opportunities, ...

"It's so easy to let fear take the wheel, completely throw your plan out the window, and make rash decisions when there are ...

Ramit Sethi, host of Netflix's "How To Get Rich," New York Times bestselling author and Host of the "I Will Teach You To Be ...

Without a financial plan, your budgeting, saving, investing, tax, insurance protection and retirement planning just float ...

When planning for retirement, it often feels like you’re trying to solve a puzzle with missing pieces. The lead-up to this ...