Financial planning is relevant, in one way or another, to every single one of us: whether you are affluent, struggling financially or anywhere in between. Of course, in an ideal world, everyone would ...

Many small businesses lack a complete, well-thought-out financial plan — even though evidence shows one is essential for long-term success and growth. A business financial plan can help an ...

When clients come to you for financial advice, they may appreciate having it related in the simplest way possible. Presenting them with a one-page financial plan allows you to condense the most ...

Clear communications are vital to your client relationships. But repeatedly explaining the same complex topics can be time-consuming -- and allows room for error. To ...

Forbes contributors publish independent expert analyses and insights. Liz is a Fee-Only CFP Financial Planner, Author & FinLit Advocate. You may hear the term "financial plan" and imagine thousands of ...

The three keys to a successful financial plan are no longer secret. Find out what steps you can implement to take your financial plan to the next level. Americans know they should be saving early and ...

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 + ...

Research found written plans are associated with higher savings and bigger emergency funds. The tangible benefits for employees of a having a written financial plan are clear, according to a Hearts & ...

Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations. She has conducted in-depth research on social and economic issues ...