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 ...

Life may be full of twists and turns, but strong financial planning basics can help you stay on track toward reaching your goals. From paying off your student loans to growing your money in one of the ...

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb explains how cash flow analysis is an important part of formulating a financial plan. Learn ...

Financial advisors and tax professionals seeking to help clients protect trust assets in the event of divorce, lawsuits or an extravagant heir should know the basics of a spendthrift clause.

Being financially illiterate can lead to financial disaster, as it increases the likelihood of accumulating unsustainable debt burdens due to poor spending decisions or a lack of long-term planning.

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 ...

Navigating Medicare can be a complex task for retirees, and accountants play a crucial role in guiding their clients through this essential aspect of retirement planning. This article aims to provide ...

The stock market is a marketplace that allows investors to buy and sell shares of publicly traded companies. A company participating in the stock market receives capital from investors; in exchange, ...

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb delves into the key elements of formulating a financial plan and how Foster Financial can ...