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 ...

No matter the size or scope of your financial goals, a financial plan can help make them a reality. Financial planning is the process of looking at the current state of your finances and making a step ...

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.

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 ...

Learn the ins and outs of comprehensive financial planning, from defining its components to implementing the right strategies ...

Financial literacy refers to the understanding and capability to make informed and efficient decisions about personal financial resources. It encompasses the knowledge of how money works in the world: ...

An estate plan is a process that goes beyond accumulating and conserving assets. Here are the basics you need to know.

There are many different kinds of small business owners in all stages of their business. Some have just started putting their ideas into action in a startup, while others are in the growth stage or ...

With the percentage of elderly people in the United States on the rise, someday soon you may face situations like these: Though CPAs tend to regard elder planning as a niche area, soon many of them ...