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You probably get an annual physical. Your doctor will ask about your concerns, take your blood pressure and 30 minutes later you’re out of the paper gown and off to work — maybe with a new prescription for Lipitor.

Years of financial experience have taught me the value of keeping an eye on my credit report.

You know what they say: You can’t choose your family, but you can choose your financial planner. Or something like that.

Raising my credit score saved me $450 a month. Here’s how I did it.

Financial Well-Being Index: Blank Worksheet

Couples argue more about financial matters than any other topic, according to a Harris Interactive survey conducted for the AICPA.

Common financial goals clarification worksheet – Blank Form

“I had been a Quicken or Microsoft Money user since age 16,” said Mr. Patzer, adding that he knew he could outdo both by building something new.

Monthly Living Expenses Worksheet – Blank Form

You are if you‟re offering investment advice on anything other than a fee-only basis, according to one author.