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A financial plan will also look at any shortfall of funds ... more realistic view. While these basic components are analytical, they form a structure that allows a plan to truly come alive ...

The result: An easy-on-the-eyes, comprehensive and customized report and action plan akin to what you’d get from a ...

“Basic financial planning starts with cash flow. If you don’t know where your money is going, it’s hard to know how much you’re saving and if you’re moving towards your goals,” said ...

These guidelines are only the very basics of what a small business owner needs to consider when creating a financial plan. Some other factors that may play a role in your personal and business ...

Here's how to make a basic financial plan for retirement: Start by thinking about your values and what you want to do in retirement. “Knowing this, you can back out how much money you need to ...

No. But many of us often approach financial planning with this age-based mentality. Many times, that makes sense, but not always. In these instances, I like to think of planning in terms of life ...

Planners with these designations at least have a proven level of competency within financial planning and investing. To earn the CFP credential, for example, a planner must pass an exam that tests ...

so it's best to consult a financial adviser and a lawyer when drawing up your estate plan. It's important to have a basic estate plan in place regardless of your net worth. Although it may seem ...