Creating a financial plan is essential for achieving your long-term goals. This guide will walk you through the steps to ...

Whether it’s finding quality schooling, specialized courses, or global higher education, a solid financial strategy ensures ...

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 ...

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 ...

Your outdated financial plan no longer reflects your life circumstances or addresses the decisions you should make for your new life.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 ...

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.

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 ...

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 ...

If you ask 10 people what a financial “plan” is, you’re likely to get 10 different answers. As a financial planner, my biggest issue with financial plans is that they aren’t actually plans.