A holistic financial plan goes beyond—here’s how to approach it.

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. Are you worried that you won’t have enough money to last ...

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 your ...

I want a financial plan to feel less like a spreadsheet and more like a roadmap for the life I actually want to live. That means connecting everyday money choices to milestones such as education, ...

There was a time when Mark Felton put together a financial plan the old-fashioned way: With spreadsheets. The 59-year-old from Stilwell, Kansas, had always been reluctant to pay an ongoing ...

Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a ...

Right now is the perfect time to review your budget, cash flow, and tax planning to ensure you’re still tracking with the goals. Midyear is a critical period for assessing and modifying your financial ...

Nearly half of Americans set money-related New Year’s resolutions — but not everyone reaches their goals. Here’s how to set financial resolutions you can reach.

A certified financial planner has met rigorous education requirements. CFPs can help with a variety of financial needs. Some CFPs bill their services by the hour, others by AUM fees. As you consider ...