Financial plans can take many forms. Two common types are personal and family plans. Family financial planning and personal financial planning are both essential aspects of managing your finances, but ...

More than half (53%) of investors believe that having a written financial plan is important, up from 41% of retail investors as of year-end 2014, according to new research from Cerulli Associates and ...

When people think about financial planning, they often picture spreadsheets, investment portfolios and retirement projections. While these are important, they tell only part of the story. A truly ...

Learn how to create a comprehensive financial plan as an entrepreneur. This article covers the definition and step-by-step ...

I was meeting a dear friend for coffee one morning a few months ago. She had suggested a spot equidistant to our two houses, telling me that she used an online tool to ensure that neither of us had to ...

While every financial plan and individual is unique, the core basis of how financial plans work is fairly similar. The good news is that there’s only a handful of data points that will really impact ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it Written By Written by Staff Money Writer, WSJ | ...

Benjamin Franklin’s famous quote about planning says, “If you fail to plan, you are planning to fail.” This quote couldn’t be ...

After you hire an accounting firm to prepare your tax returns, it's hard to know whether they did a good job. You pay for professional expertise and hope you get what you pay for. That's true when you ...

The positive association between the largest certification in the planning profession and key client outcomes is adding to a growing field of research on the value of advice.

Forbes contributors publish independent expert analyses and insights. I empower financial wellness with expertise and empathy. Being a father is one of life’s most rewarding experiences, bringing with ...