Forbes contributors publish independent expert analyses and insights. Melissa Houston covers financial issues that affect women in business. Creating a revenue-generating business model is essential ...

Forbes contributors publish independent expert analyses and insights. Dr. Cheryl Robinson covers areas of leadership, pivoting and careers. In recent years, a profound shift has occurred in the way ...

When starting a new business, a financial forecast is an important tool for recruiting investors as well as for budgeting for your first months of operating. A financial forecast is used to predict ...

Financial forecasting gives you critical insights into your business and helps you project future sales and expenses. Let’s look at how you can create your financial projections in Microsoft Excel and ...

The financial landscape is rarely smooth sailing. From economic downturns to unexpected job losses, life throws financial curveballs our way regularly. Being prepared for these uncertainties is key to ...

Keeping your finances on track isn’t just about saving money, but rather setting many goals until you ultimately have a blueprint for your financial plan. Whether you’re setting short-term financial ...

Creating a financial plan is essential for achieving your long-term goals. This guide will walk you through the steps to ...

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 ...

The AUM model is the most common way that financial advisers charge their clients, and it has been the standard for many financial planners over the years. Under this model, the adviser will charge ...

Having the entirety of a client’s assets under management understandably makes a financial advisor’s job much simpler. It’s akin to a chef having all the necessary ingredients at their fingertips. Hey ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...