If you're unfamiliar with this approach or aren't sure how to implement it, you might benefit from having a one-page financial plan template to follow. The one-page financial plan is a concept ...

It’s almost as if every recommendation in a financial plan is serving the sacred cow of an extended, blissful, effortless retirement. I’m all for reaching financial independence, but making ...

but the planner/psychologist duo of Rick Kahler and Ted Klontz cite research suggesting that 80% of financial planning recommendations are left unimplemented. What a colossal failure for the ...

Retirement Tips from World-Famous Authors to Live Happily Ever After The same situation can apply to people looking to establish a financial plan or review their current plan. Without the right ...

See: 4 Genius Things All Wealthy People Do With Their Money GOBankingRates reached out to financial experts about how to ...

A financial plan outlines a person’s current circumstances and long-term objectives and establishes the spending, saving, and investing strategies that will help achieve those objectives.

Wirehouses are setting their sights on digital financial planning, and it could erode one of independent advisors’ biggest competitive advantages. Merrill Lynch’s latest update to its ...

PFM’s 163-page financial management plan, available online at lackawannacounty.org, contains nearly 50 recommendations, including some steps already taken or underway.