No matter the size or scope of your financial goals, a financial plan can help make them a reality. Financial planning is the process of looking at the current state of your finances and making a step ...

Financial planning is a strategic approach to improving the organization and management of personal finances. Financial plans vary in purpose and can be tailored to suit your specific needs to reach ...

Life may be full of twists and turns, but strong financial planning basics can help you stay on track toward reaching your goals. From paying off your student loans to growing your money in one of the ...

A financial plan is a guide for how to manage your money. Creating a budget can help you manage fixed and variable costs effectively. Investing regularly and building a diversified portfolio can help ...

Financial advisors and tax professionals seeking to help clients protect trust assets in the event of divorce, lawsuits or an extravagant heir should know the basics of a spendthrift clause.

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to managing money, most people have the best intentions—but ...

The days of crunching numbers with a pencil, paper and a clunky calculator are long gone. Financial planning software makes it possible for anyone—from individuals to advisors at large firms—to make ...

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There are many different kinds of small business owners in all stages of their business. Some have just started putting their ideas into action in a startup, while others are in the growth stage or ...

The simplest rules sometimes get lost in the world of online banking, instant investing and fast moving everything. You may have forgotten four tried and true financial planning basics in this 21 st ...