Step 1: Determine Your Financial Goals The first step in creating a five-year financial plan is determining your financial goals. This is a good time to think about what you want to achieve in the ...

but don’t project additional grants for the next five years. If you expect an IPO … don’t! That is completely out of your control, and you cannot build an entire financial plan on the ...

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 ...

If you ask 10 people what a financial “plan” is ... As a general rule, your estate plan should be reviewed every five years, or whenever your situation changes. Proper plans can illustrate ...