Good financial planning addresses underlying beliefs, feelings and unconscious thoughts about money, which shape financial ...

Natural disasters are occurring more frequently, which has financial reprocussions. Here's how Dr. Nicole Simpson, founder ...

Excel’s templates offer a user-friendly solution that adapts to your needs. For more tips and tutorials, visit SpreadsheetPoint.com, and unlock the power of Excel for smarter financial planning ...

Many online resources provide customizable templates for income statements, cash flow projections, and balance sheets. The financial section of your business plan is more than just numbers ...

But this makes perfect sense if you're a financial planner who works with clients that lead very dynamic, ever-changing lives. At my firm, our goal when working with our financial planning clients ...

Financial plans are documents, often created with financial planning software, that look at a client's entire financial position and lay out a road map for them to achieve their goals. While this ...

If you ask 10 people what a financial “plan” is, you’re likely to get 10 different answers. As a financial planner, my biggest issue with financial plans is that they aren’t actually plans.

He is a contributing writer for a half dozen investment websites. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Retirement Income Certified ...