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

Though it’s now been years since the start of the COVID-10 pandemic, its lingering effects have caused great financial anxiety for many people. Professionals in the mental health community and the ...

Financial planning is a strategic approach to improving the organization and management of personal finances. Financial plans vary in purpose and can be tailored to suit your specific needs to reach ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to managing money, most people have the best intentions—but ...

The first Saturday episode of each month this year, we will focus on a key component of a financial plan -- including spending, investing, insurance, retirement planning, estate planning, and taxes.

After you hire an accounting firm to prepare your tax returns, it's hard to know whether they did a good job. You pay for professional expertise and hope you get what you pay for. That's true when you ...

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, ...

When people work with a fitness trainer, they expect a workout tailored to their abilities and goals. Similarly, when they work with an architect to design a new home, they expect the plans to reflect ...

From left, Brooke Juniper, CEO of TIFIN Sage; JC Abusaid, CEO and president of Halbert Hargrove; Jordan Hutchison, vice president of technology and operations at RFG Advisory; and Dan Bell, director ...

Tax planning advisors help clients minimize tax liability, navigate complex tax rules and integrate tax-efficient strategies into their financial plan Written By Written by Staff Money Writer, WSJ | ...

Social media can offer advisors opportunities to connect with prospective clients while nurturing relationships with existing ...

Financial planning software encompasses a range of tools that assist with budgeting, forecasting, cash flow analysis, and tax strategy. These software programs empower small business owners to make ...