Improve your chances of growth and success by covering these bases in your financial plan.

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 how to create a comprehensive financial plan as an entrepreneur. This article covers the definition and step-by-step ...

A solid financial plan can provide clarity for both short- and long-term goals, but you may be wondering: How many years should my financial plan cover? There's no one-size-fits-all answer, but ...

While every financial plan and individual is unique, the core basis of how financial plans work is fairly similar. The good news is that there’s only a handful of data points that will really impact ...

While short term in duration, building a five-year financial plan gives you a structured approach from which you can manage your finances in pursuit of your chosen life goals. Whether it’s aiming to ...

More than half (53%) of investors believe that having a written financial plan is important, up from 41% of retail investors as of year-end 2014, according to new research from Cerulli Associates and ...

You don’t need to be a millionaire to start a financial plan. You don’t even have to know where you’re headed — at least at first. October is "Financial Planning Month" nationwide." The Financial ...

Tax planning advisors help clients minimize tax liability, navigate complex tax rules and integrate tax-efficient strategies into their financial plan Written By Written by Staff Money Writer, WSJ | ...