A holistic financial plan goes beyond—here’s how to approach it.

You can't have a financial plan without financial planning, but you don't need a comprehensive written plan to benefit from ongoing financial advice. Do you need a financial plan? Maybe not. A full ...

Discover strategies financial advisors can use to craft personalized family financial plans, addressing budgeting, saving, ...

You may hear the term "financial plan" and imagine thousands of dollars spent and hours in a stuffy broker office discussing the benefits of a diversified portfolio. Or maybe you think financial plans ...

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 ...

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 ...

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As many employees are now tasked with managing their own money both before and after retirement, a growing number of families and retirees need financial planners to help them to make important ...

What a one-time financial plan is and is not Let’s first discuss the purpose of a one-time financial plan and its benefits. At its core, a one-time financial plan is intended to provide a detailed ...

The irony is that financial plans go stale almost immediately. Goals shift. Assumptions change. Life is constantly moving. Two years ago, I would have told you my family of four was complete. Today, ...

Advisors entering the National Financial Planning Awards (NFPAs) next year should submit a case that peels back all the client’s layers like an onion. Judges want to read complex financial plans that ...

Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations. She has conducted in-depth research on social and economic issues ...