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Financial Planning & Investing

Get the basics of planning and investing explained in a way that makes sense. Find out how to build the financial plan and investment strategy you need based on your goals.

Financial Planning

  • Article
    How the Payroll Tax Holiday Could Affect You
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  • Edelman Financial Engines Decorative Triangle Background
    Video
    How to Ask Your Lenders for a Break
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  • Married couple looking at laptop discuss financial savings
    Article
    Your Savings: How Much Is Enough?
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Financial Advisors

  • Couple holding portfolio shakes hands with financial advisor
    Article
    Should You Have More Than One Financial Advisor?
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  • Edelman Financial Engines Decorative Triangle Background
    Article
    Q&A: Why Pay on a Fee Schedule?
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  • Woman's hands holding a cell phone
    Article
    Q&A: When Should I Call My Financial Advisor?
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Investment

  • Hands holding tablet displaying company stocks on screen
    Article
    Q&A: Should You Hold or Sell Company Stock?
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  • Edelman Financial Engines Decorative Triangle Background
    Article
    Q&A: Should I Invest Only in ETFs That Mimic the Dow?
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  • studying a graph
    Article
    Q&A: Passive Investing
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The Basics

  • Person uses pen to chart investment graphs on a tablet
    Article
    Why Investment Risk Doesn't Always Equal a Reward
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  • Graphic with Buy sign, calculator and a pen
    Article
    Three Ways to Buy Stocks
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  • Compound interest chart
    Article
    The Power of Compound Interest
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