Personal assets are belongings or resources that someone owns. It’s important to keep an updated inventory of your personal assets for both insurance purposes and estate management. Update your ...

Personal financial management (PFM) uses technology to help consumers navigate their everyday finances, including budgeting, tracking expenses and investing for retirement. Many banks already offer ...

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, ...

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Understand the role of financial counselors, what services they provide and when they may be a better fit than a traditional financial advisor Written By Written by Staff Money Writer, WSJ | Buy Side ...

Understanding the basic tenets of managing money is critical in today’s economy. Yet too few Americans make an effort to fully understand the vocabulary of finance, leaving them ill-equipped to make ...

Goldman Sachs has agreed to sell its Personal Financial Management unit to Kansas-based Creative Planning, the firm announced Monday. One of the largest registered investment advisory firms in the ...

In the first iteration of our "Ask An Expert" series, readers voted in our poll to ask an expert how they can be smarter with personal finance.