Financial Planning

Financial Planning involves creating a roadmap for budgeting, saving, and investing to achieve financial goals like retirement, emergencies, and long-term security.

Welcome to our Financial Planning hub, your go-to resource for crafting a secure financial future. Explore articles on creating budgets, setting financial goals, and developing investment strategies. Whether you’re planning for retirement, building an emergency fund, or setting milestones, find expert insights to guide your journey. Use the search box to find specific topics, and dive into subtopics, FAQs, and the latest research to enhance your financial literacy.

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Explore Financial Planning Subtopics and Resources

Explore the essentials of Financial Planning, from budgeting and saving to investment strategies. Understanding these subtopics helps you set and achieve financial goals, prepare for emergencies, and secure a comfortable retirement.

Budgeting

Tips and tools for creating, tracking, and adjusting budgets to achieve financial goals. Solutions for common budgeting challenges included.

Retirement Planning

Explore strategies for setting retirement goals, selecting accounts, and maximizing benefits to secure a financially stable retirement.

Financial Security

Explore strategies for achieving financial security through emergency funds, asset protection, insurance, and risk management to handle unexpected costs.

Studies

Explore research and studies that offer valuable insights into financial planning. These resources help you understand budgeting, saving, and investing, guiding you in creating a robust financial plan for a secure future.

3 in 4 Say You Should Have Money Set Aside to Leave a Relationship

By: Lynn Cadet 5/11/2026

Most people don’t walk into a relationship thinking it will end. Yet protective measures, such as prenups and pet custody agreements, have been gaining... Read More »

Most Affordable College Towns to Watch March Madness

By: Lynn Cadet 2/24/2026

As millions of Americans prepare for bracket-breaking excitement next month, many are also trying to avoid breaking something else: the bank. March Madness... Read More »

Survey: 59% of Retirees Do Not Have Enough Money for Retirement

By: Jon McDonald 7/29/2024

In a perfect world, when Americans hit 65, they retire, travel the world, and do all the things they wish they had time for while working. However, that... Read More »

Study: Using Creative Financial Strategies to Achieve Financial Freedom

By: Jon McDonald 6/27/2024

Many Americans are turning to unconventional financial strategies to manage their finances. With the cost of living rising and salaries not getting the... Read More »

Industry News

Stay updated on the latest in financial planning with industry news. Discover key regulatory changes, emerging trends, and market developments that shape how financial strategies are crafted and managed, impacting both providers and the overall landscape.

Reverse Mortgages Surge as Seniors Face Growing Deficits

Reverse Mortgages Surge as Seniors Face Growing Deficits

More homeowners are turning to reverse mortgages as a means of easing financial strain.  In... Read More »

Lucy Lazarony 4/29/2026

Why More Americans Doubt They’ll Ever Retire Comfortably

Why More Americans Doubt They’ll Ever Retire Comfortably

Americans are feeling less confident about having enough money for a comfortable retirement. ... Read More »

Lucy Lazarony 4/24/2026

BNPL Becoming Pivotal in Homeowner Cash Flow Management

BNPL Becoming Pivotal in Homeowner Cash Flow Management

Research by the JPMorgan Chase Institute has identified how BNPL is becoming part of household... Read More »

Eric Bank 3/19/2026

Record 6% Tap 401(k)s Early for Financial Hardship

Record 6% Tap 401(k)s Early for Financial Hardship

A record-breaking number of Americans are tapping into their 401(k) retirement accounts in... Read More »

Lucy Lazarony 3/6/2026

Court-Backed CFPB Funding Maintains Oversight on Lenders

Court-Backed CFPB Funding Maintains Oversight on Lenders

Consumer Financial Protection Bureau (CFPB) Acting Director Russell Vought has submitted a... Read More »

Eric Bank 1/13/2026

CFPB Faces Backlash for Dropping $95M Navy Federal Case

CFPB Faces Backlash for Dropping $95M Navy Federal Case

The Consumer Financial Protection Bureau has come under new criticism for abruptly dropping a... Read More »

Eric Bank 7/24/2025