To create a strong financial plan, set goals, track cash flow, budget, invest, and pay down debt. A professional such as a CFP can assist you in creating a personalized financial plan. Life may be ...

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 ...

Creating a financial plan that reflects your goals is essential for achieving long-term financial security and personal ...

A well-structured financial plan is the foundation of long-term financial security. Research shows that individuals who follow a comprehensive plan are more likely to save consistently for ...

While this sounds fairly straightforward, a solid financial plan is highly individualized to reflect the unique circumstances each person brings to the table – including their personal desires ...

If so, you're going to need a plan. Here’s a guide to help you create a financial plan like a pro in just eight steps. The first thing you need to do is decide where you’re headed. What’s ...

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?

Lerner College financial planning majors also complete a capstone course, which requires that students create a full financial plan for an individual client. This gives students the complete ...

When most investors think of their financial plan, they think long-term ... framework — at the very least — should be used as a template when selecting a financial adviser.