It's time to stop chasing net worth and start chasing real worth. The question to ask yourself is: Does my financial plan support the life I want to live? Here's how to craft a plan that supports your ...

As 2026 approaches, it’s crucial to lay a solid foundation for your financial future. By taking proactive steps now, you can ensure that your financial planning aligns with your long-term goals and ...

Is your financial plan fit for purpose — or is your adviser peddling an outdated strategy?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

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 ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. While every financial plan and individual is unique, the core basis of how ...

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 ...

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 ...

How couples can prepare for emergencies and unexpected life changes together Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + ...

A quarter of a century ago, I began my career as a financial advisor and certified financial planning practitioner, emphasizing deep analysis and technical expertise, earning designations early on and ...

Workplace plan sponsors are increasingly doing more than just overseeing 401(k) accounts. New research from Fidelity shows that many are evolving into full-service financial planning resources for ...