When writing a business plan, it’s important to put together a financial plan that projects future income, cash flow and changes to the balance sheet. The financial plan section often consists mostly ...

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, ...

I want a financial plan to feel less like a spreadsheet and more like a roadmap for the life I actually want to live. That means connecting everyday money choices to milestones such as education, ...

Money feels heaviest when it is a fog of bills, balances, and half-formed worries. A simple financial plan cuts through that ...

Kiah Treece is a former attorney, small business owner and personal finance coach with extensive experience in real estate and financing. Her focus is on demystifying debt to help consumers and ...

Home Personal Finance How Writing Your Own Eulogy Can Help With Financial Planning What does your eulogy have to do with financial planning? Simple: It’s a good way to discover what your goals in life ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Forbes contributors publish independent expert analyses and insights. I write about the franchising, restaurant and food services industry. An executive summary is a short but powerful document that ...

Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations. She has conducted in-depth research on social and economic issues ...

Christine Benz: We want to delve into special needs planning. And your book is called The Special Needs Planning Guide. It’s incredibly detailed and comprehensive. But it seems like a huge challenge ...