Budgeting can help you gain more control over your financial situation and meet your goals. You don't have to start from ...

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 ...

Financial Plan Template This financial plan template from Shaw Academy will take you through a basic assessment of your financial needs, risks and financial wellness.

Even though I run marathons, my EKG erroneously showed I was having a heart attack. When it’s time for your financial checkup, don’t rely solely on financial models created by software.

The basics of drawing up a plan for the next eight years, decade’s end: for retirement, savings, bad luck, education, housing, everything.

Our simple business plan template covers everything you need to consider when launching a side gig, solo operation or small business. Get started here.

It's impossible to predict the future, but you can still create a financial plan that includes buffers for life's uncertainties. Here are some suggestions to help you build yours.

The financial projections you include in a business plan should show how you anticipate your business growing, and how it will give enough back to an investor to justify his risk.