Step 1: Determine Your Financial Goals The first step in creating a five-year financial plan is determining your financial goals. This is a good time to think about what you want to achieve in the ...

Lisa Smith is a writer with a passion for financial journalism, contributing to popular media outlets like Investopedia and Bloomberg BNA. Vikki Velasquez is a researcher and writer who has ...

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 ... to your inbox. Sign up To do this, you will want to check ...

Low commission rates start ... up to ensure your financial foundation is secure by reviewing your past year, taking an inventory of your current net worth, using the insights you gain to plan ...