When clients come to you for financial advice, they may appreciate having it related in the simplest way possible. Presenting them with a one-page financial plan allows you to condense the most ...

Financial planning is relevant, in one way or another, to every single one of us: whether you are affluent, struggling financially or anywhere in between. Of course, in an ideal world, everyone would ...

Set clear, realistic financial goals to guide budgeting and investment decisions. Prioritize budgeting to manage both fixed and variable monthly expenses effectively. Invest regularly in diversified ...

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 ...

For entrepreneurs, financial planning involves managing cash flow, tax preparation, forecasting growth, and strengthening ...

My best workout weeks are the ones when I write in my calendar what I'm going to do that morning. Monday is a 3-mile run. Tuesday is plyometrics. The point is that there is a plan, and if I write it ...

Should I be saving for my child’s future education or saving for my retirement? Should I pay down my lowest credit card debt or the one with the highest interest? Should I rent out my house or just ...