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 ...

See: 4 Genius Things All Wealthy People Do With Their Money GOBankingRates reached out to financial experts about how to create a financial plan and many of them referenced the six steps in the ...

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.