A comprehensive financial plan can assist in controlling unnecessary spending, effectively managing debt, and selecting ...

Make sure to take a look at a sample financial plan, as well, if available. Once you’ve gotten to know your planner, you’re ...

If you are hoping to start out the new year on a good foot financially, a solid first step is making a financial plan. While you may already have some pieces in place, the end of one year and the ...

That means your financial plan has to continually evolve. That begs the question, what does a financial plan actually do for you? Do you even need a financial plan? Or, do you need financial planning?

Financial plans are documents, often created with financial planning software, that look at a client's entire financial position and lay out a road map for them to achieve their goals. While this ...

Natural disasters are occurring more frequently, which has financial reprocussions. Here's how Dr. Nicole Simpson, founder and president of Harvest Wealth Financial, is talking to her clients about ...

At my firm, our goal when working with our financial planning clients is to do everything we can to ensure they're ready for the ups and downs that make up life. Predicting what will happen in the ...

A decade is still enough time to reach a solid financial position David Dierking has 20+ years of experience in the investment services industry. He is a contributing writer for a half dozen ...

After a decades-long bull market, so much volatility may make you question your financial plan – and for good reason. It's easy to become lax during booming periods and forget that financial ...

A written document describing the nature of the business, the sales and marketing strategy, and the financial background, and containing a projected profit and loss statement A business plan is ...