Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...

Forbes contributors publish independent expert analyses and insights. Melissa Houston covers financial issues that affect women in business. Financial goals are the cornerstone of any effective ...

While every financial plan and individual is unique, the core basis of how financial plans work is fairly similar. The good news is that there’s only a handful of data points that will really impact ...

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 ...

I was meeting a dear friend for coffee one morning a few months ago. She had suggested a spot equidistant to our two houses, telling me that she used an online tool to ensure that neither of us had to ...

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. Vikki ...

A solid financial plan can provide clarity for both short- and long-term goals, but you may be wondering: How many years should my financial plan cover? There's no one-size-fits-all answer, but ...

Going through the process of constructing a financial plan is a valuable exercise for any business owner. The financial plan helps guide the day-to-day decision making of the business. Comparing ...

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How couples can prepare for emergencies and unexpected life changes together Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + ...

We also need strategies for building stronger financial plans that can actually withstand the inevitable bad luck, bad decisions or bad assumptions that happen along the way. You don’t have to predict ...

A marketing plan is a road map that a company uses to accomplished a focused marketing goal. Several objectives are contained within a marketing plan that include goals for personnel utilization and ...