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?

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 ...

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 ...

As a result, their financial plan is likely to fall apart the moment something goes wrong. Which means it almost always falls apart, because there are a million things that happen in life that we ...

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, of ...

After a decades-long bull market, so much volatility may make you question your financial plan – and for good reason. It's easy to become lax during booming periods and forget that financial ...

A written document describing the nature of the business, the sales and marketing strategy, and the financial background, and containing a projected profit and loss statement A business plan is ...

That program delivered $100,000 in funding to support an extensive financial planning project that included a cash-flow analysis and emergency action plan, as well as the longer-term financial ...

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 ...