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US Brokerage firm Charles Schwab announced on March 13 that it has launched a service which combines automated investment technology with the added benefit of human advisors, in a first of a kind service noting the growth of computer aided tech in the...

A financial planner is someone hired to help you plan for a specific goal like retirement or investments, or someone who advises on various financial topics, including taxes, saving, insurance, and more.[1]While it is always wise to consult a financial...

Good Financial Life When it comes to planning and setting goals for a good financial life, a person must remember that the goals must be realistic. Realistic financial goals will always help the person understand and know that how a good financial life...

A new CIBC (TSX:CM) (NYSE: CM) poll finds that nearly half (46 per cent) of Canadians do not have a financial plan in place to reach their goals, despite many feeling concerned about their retirement years. “While most of us have a fairly good sense...

Note: This is a post from Joan Otto, Man Vs. Debt community manager. Read more about Joan. Last month, I was proud to share a look at what I accomplished financially in 2013 as part of my series of regular financial updates. This month...