Everyone wants to update their financial plan right now. I get it - the start of a New Year naturally gets us energized and ready to make progress. If you don't have an advisor or formal financial plan, here is a rough DIY Financial Plan workflow.

Great products by great companies. Here is this year’s guide.

I have completed dozens of financial plans that were gifts - the person paying for the financial plan was different from the person going through the process and receiving the financial plan. Here is what to expect if you are interested in giving (or receiving) a financial plan this year.

Why I ask both spouses to be part of the planning process

Combining all of their money the day after they say "I do" doesn't make sense to everyone. Here's a quick yours, mine, ours strategy that I have set up for clients.

Can money buy happiness? Here is the better question.