As 2026 approaches, it’s crucial to lay a solid foundation for your financial future. By taking proactive steps now, you can ...

A comprehensive financial plan can ease the client’s mind and decrease anxiety around their finances in both the short and long term. Studies show that people feel more secure when they have a ...

While short term in duration, building a five-year financial plan gives you a structured approach from which you can manage your finances in pursuit of your chosen life goals. Whether it’s aiming to ...

Is your financial plan fit for purpose — or is your adviser peddling an outdated strategy? When you see these red flags, it's ...

What Is Financial Plan Implementation? Financial plan implementation is the process of putting into action the strategies and steps outlined in a financial plan to achieve specific financial goals. It ...

You don’t need to be a millionaire to start a financial plan. You don’t even have to know where you’re headed — at least at first. October is "Financial Planning Month" nationwide." The Financial ...

There are many financial professionals who call themselves financial planners. Everyone from insurance salespeople, investment brokers and managers or CPAs who dabble with planning call themselves ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. As we enter 2025, it’s the perfect time to set goals and establish a ...

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 ...

Jonathan Ponciano is a financial journalist with nearly a decade of experience covering markets, technology, and entrepreneurship. Suzanne is a content marketer, writer, and fact-checker. She holds a ...

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Editor’s note: This is the third in a four-part series on year-end financial planning designed to help you close out the year on a high note. At this time of the year, I typically spend quite a bit of ...