Financial advisors can help clients "give themselves permission to place proper importance on their wealth accumulation," planner Preston Cherry said. "When it's attached to a purpose, then it has a ...

For Liz Frazier, families and working professionals take center stage. As a certified financial planner and founder of Frazier Financial Consultants, her life’s work has been dedicated to making ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to managing money, most people have the best intentions—but ...

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 ...

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

I want a financial plan to feel less like a spreadsheet and more like a roadmap for the life I actually want to live. That ...

You don’t have to be wealthy or anywhere near retirement to benefit from a financial plan. In fact, everyone would be better off if they took a moment to think through the basic elements of building a ...

A financial advisor is someone who helps clients evaluate their finances and develop a plan for how they can achieve their financial goals. To help their clients, financial advisors can provide a ...

What Is Late Retirement Planning? Late retirement planning refers to creating and implementing a retirement strategy later in life, often when an individual needs to prepare for retirement during ...

Explore the impact of rising healthcare costs on your retirement. Learn strategies for financial planning to maintain ...

STATEWIDE — Where are you at in terms of financial planning? Are you approaching retirement, fresh out of college, or already retired on a beach somewhere? Wherever you are in the process, there are a ...