without detracting from your other financial goals. Custodial accounts and 529 plans come with their own tax advantages, investment opportunities, and rules. For example, the money in a 529 plan ...

Common examples include: Once itemized ... Include monthly projections for the first year as part of your financial plan. Do not confuse the cash flow projection with the cash flow statement.

Your outdated financial plan no longer reflects your life circumstances or addresses the decisions you should make for your new life. For example, investments recommended to you in your old plan ...

Financial success requires a long-term strategy with short-term goals; a deliberate plan is essential for security and ...

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 ...

While this sounds fairly straightforward, a solid financial plan is highly individualized to reflect the unique circumstances each person brings to the table – including their personal desires ...

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 ...

Learn how to build a balanced retirement income plan. Practical tips on planning for future health care and inflation.

Start your financial plan by determining a budget and deciding ... making it one of the most effective ways to build long-term wealth. For example, if you start saving for retirement at age ...

When most investors think of their financial plan, they think long-term ... framework — at the very least — should be used as a template when selecting a financial adviser.

Financial planning involves looking at your current financial situation with or without the help of a professional — and finding strategies to reach long- and short-term goals. Many, or all, of ...