Financial planning is a strategic approach to improving the organization and management of personal finances. Financial plans vary in purpose and can be tailored to suit your specific needs to reach ...

Life may be full of twists and turns, but strong financial planning basics can help you stay on track toward reaching your goals. From paying off your student loans to growing your money in one of the ...

Financial advisors and tax professionals seeking to help clients protect trust assets in the event of divorce, lawsuits or an extravagant heir should know the basics of a spendthrift clause.

Discover the steps involved in financial planning for widows and widowers. Discover the objectives behind it and its importance in this article.

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to managing money, most people have the best intentions—but ...

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb explains how cash flow analysis is an important part of formulating a financial plan. Learn ...

Learn 12 essential things about financial statements that investors need to know. These insights can guide smarter investment ...

Estate Planning Basics To handle your client's financial affairs after his death, estate documents and compliance with state law are required. As a broker, the basic estate planning problem to look ...

Navigating Medicare can be a complex task for retirees, and accountants play a crucial role in guiding their clients through this essential aspect of retirement planning. This article aims to provide ...

Estate planning and financial literacy should go hand in hand. Yet, in the U.S., we have a fundamental problem: Financial education is largely missing from our school systems. We don’t teach our kids ...

Sooner or later, every serious investor confronts two important questions: 1) what are bonds and 2) how do they fit in my portfolio? The following discussion should help answer these questions, but I ...

Your stated goal is to eliminate any financial planner conflicts regarding the provision of investor advice by removing volume payments on administration platforms. Therefore, disclosing conflicts — ...