A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it ...

Forbes contributors publish independent expert analyses and insights. Melissa Houston covers financial issues that affect women in business. Are you dreaming of retiring wealthy? It isn’t just about ...

Overwhelmed by your financial to-do list? Split it into four quarters and assign each one goals that connect to the time of ...

You sit down at your kitchen table with all your bank statements and credit card documents spread out in front of you. It’s clear you need a plan to tackle this debt, and you need it now. But maybe ...

A rock-solid financial plan ensures that your assets are working to secure both your short- and long-term stability. Having a clear financial strategy also brings invaluable peace of mind, as it ...

Managing debt can feel overwhelming, but a financial debt advisor can help you create a plan, explore your options and ...

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 ...

Juan Carlos Rosario is a CFP® and President of Apex Wealth Management Group, an independent Wealth Management firm based in California. At its core, financial planning is not just about accumulating ...

How couples can prepare for emergencies and unexpected life changes together Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + ...

Two-thirds of financial advisors are changing their retirement investment advice for clients due to a volatile market and ...

For many people, estate planning sits firmly in the category of "important, but someday." It's easy to put off writing a will or setting up a trust when life is busy and the process feels intimidating ...