Building a financial plan is an essential step toward achieving financial stability and reaching your long-term goals. Whether you’re looking to save for retirement, buy a home or simply manage ...

Unlike a static financial plan, ongoing financial planning is dynamic. Your personal financial life is constantly changing and so is the overall market and economy. As a result, your one-time ...

Personal or family dynamics can shift in unpredictable ways that can throw a major wrench into your financial plan. I experienced this personally when my wife and I decided to have children.

Financial planning involves looking at your current financial situation with or without the help of a professional — and finding strategies to reach long- and short-term goals. Many, or all ...

If you are hoping to start out the new year on a good foot financially, a solid first step is making a financial plan. While you may already have some pieces in place, the end of one year and the ...

If so, you're going to need a plan. Here’s a guide to help you create a financial plan like a pro in just eight steps. The first thing you need to do is decide where you’re headed. What’s ...

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 ...