Financial planning helps you track and manage your money to reach your financial goals. To create a strong financial plan, set goals, track cash flow, budget, invest, and pay down debt. A professional ...
Over the years, I’ve noticed a growing trend in my mailbox: readers in search of financial planners or advisers — or assistants. When taken in the message’s context, it’s pretty clear that not ...
Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...
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 ...
This is a sponsored story paid for by Delta Community Credit Union. Delta Community Credit Union's Financial Education center provides several classes and workshops every month to help the community ...
While many advisors are good at planning for their clients' futures, not all of them are so adept at planning for their own. Indeed, only three out of 10 advisors have a succession plan in place, ...
GRAND RAPIDS, Mich. (ABC 4)- Navigating the retirement process can be challenging and overwhelming for many individuals who are doing it alone. Luckily, trusted financial experts, like the team at ...
Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...
CAPE GIRARDEAU, Mo. (KFVS) - Going paperless can make a lot of things more convenient, like paying bills and buying event tickets. Certified financial planner Derieck Hodges said he’s been paperless ...
CAPE GIRARDEAU, Mo. (KFVS) - Having an estate plan ready to go is like preparing a lifeboat for loved ones, helping them avoid confusion as they deal with grief. Certified financial planner Derieck ...