Financial plans are documents, often created with financial planning software, that look at a client's entire financial position and lay out a road map for them to achieve their goals. While this ...

Financial planning involves looking at your current financial situation with or without the help of a professional — and finding strategies to reach long- and short-term goals. Many, or all ...

Thomas Barwick / Getty Images Although it is common for some to use the terms "portfolio management" and "financial planning" interchangeably, these staples of the financial services industry are ...

which encourage savings for education through their tax advantages, are often sponsored by a state, noted the Consumer Financial Protection Bureau. In this article, I lay out what the plan is and ...

That means your financial plan has to continually evolve. That begs the question, what does a financial plan actually do for you? Do you even need a financial plan? Or, do you need financial planning?

If you are hoping to start out the new year on a good foot financially, a solid first step is making a financial plan. While you may already have some pieces in place, the end of one year and the ...

They are all focused on money and the markets. Traditionally, retirement and financial planning have been treated as one and the same. I will go out on a limb here and make a suggestion that may ...

A family financial plan can steer your family toward financial success, helping you achieve your life goals and minimizing ...

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...