Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take ...

Orman firmly believes in creating a financial action plan, such as her 5-Step Financial Action Plan on Oprah.com. In it, she suggests that individuals pay off their credit card debt and raise their ...

For many Americans, debt isn’t just a balance on a screen—it’s a daily weight. In a 2025 survey by financial services company JG Wentworth, it was found that nearly half of respondents worry about ...

During my time in the wealth-management industry, I have learnt so many lessons about money management, both personally and professionally. A lot of them come down to following some key financial ...