What Is Financial Life Planning? Financial life planning is a holistic approach to managing personal finances that considers an individual's values, goals, and life stages. It aims to create a ...

The first time Laura and Scott Geiger of Spring City, Chester County, started thinking about life planning was after the birth of their first child. In their late 30s at the time, they wrote a will ...

Cowritten by Sukhman Rekhi and Tchiki Davis. Remember when we were younger, when people asked us what we wanted to be when we grew up? It may seem silly to ask an eight-year-old what they hope to do ...