Setting priorities in the process of creating a solid financial position can be challenging. The financial planning pyramid provides a visual explanation and reminder to help people make the right ...

Financial literacy is the ability to handle everyday money basics — budgeting, paying bills on time, building a starter cushion and using credit responsibly. Financial fluency is a step beyond ...

OK, I admit it: I still occasionally draw on my early education. Sometimes, while sitting in the fast-food drive-thru, the old food pyramid guiltily works its way to the front of my consciousness. I'm ...

FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors. These 6 Steps Can Help Assess And Adjust Your Financial Portfolio (Morningstar ...

Bob Seawright, a chief investment and information officer at Madison Avenue Securities, unpacks the differences between investing and financial planning, and which skeptics investors should be ...

Do you remember the U.S. Department of Agriculture's food pyramid? Designed to help us all set healthy dietary priorities, the pyramid, debuting in 1992, urged us to indulge sparingly in fats.

Each year program managers at banks and credit unions ask their advisors for a written plan illustrating how they're going to reach their goals for the next year. And practice management consultants ...