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 ...

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 means connecting everyday money choices to milestones such as education, ...

Your corporate financial plan does double duty. By forcing you to analyze your finances, it makes you think objectively about your prospects for business success. By showing investors and lenders the ...

The Education Department announced a long-delayed expansion of a key repayment plan for student loans this week, paving the ...

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 ...

There was a time when Mark Felton put together a financial plan the old-fashioned way: With spreadsheets. The 59-year-old ...

Learn how a Financial Operating Plan (FOP) outlines revenues, expenses, and goals for future growth, aiding decision-making and strategic planning.

If a client's bucket list involved a trip abroad, you likely wouldn't advise them to head to the airport without any plans. They'd chance getting the right flight at the best fare, packing proper ...

Planning for retirement is a crucial aspect of financial well-being. One significant decision in this journey is choosing the right pension plan. With numerous options available, it can be ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...

The irony is not lost on the profession, but it's common knowledge that financial advisors often lack a concrete, documented plan. Advisors are woefully unprepared for various succession scenarios, ...