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Financial planning is any type of strategizing around the monetary aspects of your financial life. These areas range from the basics — such as budgeting, saving and paying off debt — to more ...

Creating a financial plan that covers both your needs and your family's is important for protecting your financial future. Personal and family goals may differ, but they often overlap, so it's ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls ...

A financial plan is essential to achieving your financial goals, whether they include buying a home or simply going on vacation. Browse Investopedia’s expert-written library to learn more.

Discover the key steps in financial planning, including budgeting, investing, and retirement planning. Build a road map for your financial future.