An annual financial plan "takes a snapshot of the state of your personal finances," balancing "your assets against your ...

Many online resources provide customizable templates for income statements, cash flow projections, and balance sheets. The financial section of your business plan is more than just numbers ...

Budgeting can help you gain more control over your financial situation and meet your goals. You don't have to start from scratch and create a budget spreadsheet manually. Premade templates make ...

To help tackle this thorny problem, here are four free resources and tools to help you create your sound financial plan. I'll start with Dave Ramsey's Baby Steps because of their popularity.

While this sounds fairly straightforward, a solid financial plan is highly individualized to reflect the unique circumstances each person brings to the table – including their personal desires ...

That means your financial plan has to continually evolve. That begs the question, what does a financial plan actually do for you? Do you even need a financial plan? Or, do you need financial planning?

When most investors think of their financial plan, they think long-term ... framework — at the very least — should be used as a template when selecting a financial adviser.

Lerner College financial planning majors also complete a capstone course, which requires that students create a full financial plan for an individual client. This gives students the complete ...

Editor’s note: This is the first in a four-part series on year-end financial planning designed to help you close out the year on a high note. As we approach the end of the year, it's crucial to ...