As 2026 approaches, it’s crucial to lay a solid foundation for your financial future. By taking proactive steps now, you can ...

A comprehensive financial plan can ease the client’s mind and decrease anxiety around their finances in both the short and long term. Studies show that people feel more secure when they have a ...

Is your financial plan fit for purpose — or is your adviser peddling an outdated strategy?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

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 ...

What Is Financial Plan Implementation? Financial plan implementation is the process of putting into action the strategies and steps outlined in a financial plan to achieve specific financial goals. It ...

Everyone, regardless of age and wealth, needs a financial plan. Not having a written financial plan makes you statistically more likely to experience poverty, bankruptcy and debt. Yet, more than 70% ...

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 ...

There are many financial professionals who call themselves financial planners. Everyone from insurance salespeople, investment brokers and managers or CPAs who dabble with planning call themselves ...

Money flows through almost every aspect of your life. Whenever your job, your family or your property changes, for better or worse, your financial picture changes. That means your financial plan has ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Without the right protection in place, even the most well-crafted retirement ...

Daniel M. Machnik is the owner of Willis & Machnik Financial Services, an affiliate of Avantax Wealth Management. “The best-laid plans of mice and men often go awry,” or so we’ve been told. Part of ...