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 ...

Going through the process of constructing a financial plan is a valuable exercise for any business owner. The financial plan helps guide the day-to-day decision making of the business. Comparing ...

A financial plan is a guide for how to manage your money. Creating a budget can help you manage fixed and variable costs effectively. Investing regularly and building a diversified portfolio can help ...

Are you ready to take the reins of your finances and your life? If so, you're going to need a plan. Here’s a guide to help you create a financial plan like a pro in just eight steps. The first thing ...

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 ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse ...