Your corporate financial plan does double duty. By forcing you to analyze your finances, it makes you think objectively about your prospects for business success. By showing investors and lenders the ...

It would be nice if everything in life went according to plan. You get the job you want and never get fired. You meet the person of your dreams and never break up. Your spouse or parents live forever, ...

A solid financial plan can provide clarity for both short- and long-term goals, but you may be wondering: How many years should my financial plan cover? There's no one-size-fits-all answer, but ...

If a client's bucket list involved a trip abroad, you likely wouldn't advise them to head to the airport without any plans. They'd chance getting the right flight at the best fare, packing proper ...

With all the uncertainty in the world, why not plan for success? Financial planning is not a “one-size-fits-all” approach. True financial planning should consider every aspect of your past, present, ...

The program seeks to gain insight into the financial health of employees and provide them with counseling to address critical needs. Edelman Financial Engines, an independent wealth planning and ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. A spending plan is an informal document used to determine the cash flow of an individual or ...

That's how H. Adam Holt describes what his tech company, Asset-Map, does for advisors by drawing out an interactive map of a client's entire financial life, from investments to insurance to taxes and ...