Financial planning is relevant, in one way or another, to every single one of us: whether you are affluent, struggling financially or anywhere in between. Of course, in an ideal world, everyone would ...

New curriculum equips students and professionals with skills to deliver impactful pro bono service, meets need identified by ...

When clients come to you for financial advice, they may appreciate having it related in the simplest way possible. Presenting them with a one-page financial plan allows you to condense the most ...

Serving with Purpose curriculum offers flexible formats and applied learning to help advisors support clients facing ...

Creating a budget for your business may seem daunting. However, it’s a crucial first step in any successful business financial plan. While a business budget can take multiple forms, it should outline ...

Time frame planning, where you draw up goals and plans covering a specified future period, is a useful way to chart your financial progress. Lewis Walker, a financial planning and investment ...

Set clear, realistic financial goals to guide budgeting and investment decisions. Prioritize budgeting to manage both fixed and variable monthly expenses effectively. Invest regularly in diversified ...

Money flows through almost every aspect of your life. Whenever your job, your family or your property changes, for better or worse, your financial picture changes. That means your financial plan has ...

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 ...

My best workout weeks are the ones when I write in my calendar what I'm going to do that morning. Monday is a 3-mile run. Tuesday is plyometrics. The point is that there is a plan, and if I write it ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Without the right protection in place, even the most well-crafted retirement ...