Most people have multiple financial goals they are juggling. Here are the questions to ask yourself when deciding which financial goals to tackle first.

Melissa Sotudeh, CFP® explains why having one allocation for all your financial goals can actually be counterproductive.

Investors of all ages should be cautious about "buying the story," says Aaron Clarke, CFP®.

Aaron Clarke, CFP® shares how he gamifies saving for his travel goals.

If you have an interest in optimizing your finances and learning how to be a smarter investor (and most likely you do, considering you are reading this!), it is important to consider some of the pros and cons of these one-size-fits-all funds.

Melissa Sotudeh, CFP® explains the importance of being a good listener as a financial advisor.