The business financial plan commonly appears in the overall business plan for a small business. However, the financial plan is a self-supporting document intended to support and direct the actions of ...

Set clear, realistic financial goals to guide budgeting and investment decisions. Prioritize budgeting to manage both fixed and variable monthly expenses effectively. Invest regularly in diversified ...

Whether you’re trying to get a firm grasp of your personal situation or that of your business, financial planning can seem like a tough feat, especially if you’ve never sat down to develop a ...

Serving with Purpose curriculum offers flexible formats and applied learning to help advisors support clients facing ...

Money flows through almost every aspect of your life. Whenever your job, your family or your property changes, for better or worse, your financial picture changes. That means your financial plan has ...

Local financial expert, Michael Masserant, from the Retirement Education Foundation shares some tips to making a financial plan, as well as sticking to it. Open enrollment is right around the corner, ...

If you’ve been investing for some time, you most likely have a plan in place. Of course, these plans will vary depending on your specific goals, age and risk tolerance. But the essential consideration ...

Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations. She has conducted in-depth research on social and economic issues ...

Going through the process of constructing a financial plan is a valuable exercise for any business owner. The financial plan helps guide the day-to-day decision making of the business. Comparing ...