Discover the key components of a robust financial plan that can help you achieve long-term financial security and peace of ...

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 ...

Natural disasters are occurring more frequently, which has financial reprocussions. Here's how Dr. Nicole Simpson, founder ...

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 ...

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?

Getting yourself on sound financial footing is a lot like building a successful business. It can be a decades-long enterprise requiring planning, skill, patience, and a little bit of luck.

Most people do not know how to accurately assess probabilities and evaluate risk in their financial planning. As a result, their financial plan is likely to fall apart the moment something goes wrong.

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 ...