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Life Events

Financial planning is all about helping you manage the many changes you experience in life. Whether it’s planning to pay for college, the loss of a loved one, caring for aging parents or something totally unexpected, you’ll know how to be prepared.

College Planning

  • College students at an ivy league school
    Article
    Why Turning Down All 8 Ivy League Schools is Brilliant
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  • graduation cap on top of money
    Article
    Q&A: Paying Off Your Grandchild's Student Loans
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  •
    Article
    Q&A: Fully Funded 529 Plan But Kids Aren't Going to College
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Marriage & Divorce

  • Groom kisses bride on cheek
    Article
    Second Marriages: A Financial To-Do List
    Read More
  • Paper boat floating on water with dollar sign
    Article
    Is There a Financial Leak in the Love Boat?
    Read More
  • Is It a Wedding Gift or a Charitable Donation? Gift box next to placard reading 'in lieu of gifts'
    Article
    Is It a Wedding Gift or a Charitable Donation?
    Read More

Kids & Money

  • A list of potential baby boy names
    Article
    Why Naming Your Baby After Yourself Is a Bad Idea
    Read More
  • Drawing of a family represented by activity icons
    Article
    When Did Parenting Become a Competitive Sport?
    Read More
  •
    Article
    Q&A: How to Get Young Children to Invest
    Read More

Jobs

  • Young woman at table looking for job openings in newspaper
    Article
    What to Do If You Lose Your Job
    Read More
  • Ric Edelman explains the differences between layoff and furlough
    Video
    The Differences Between A Furlough and Layoff
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  •
    Article
    Q&A: Retirement Plans for the Self-Employed
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The 2020 America’s Best RIA Firms Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, technology spending, staff diversity, succession planning, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.

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