Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Let’s talk about something that can feel a little awkward: asking for help ...

A holistic financial plan goes beyond—here’s how to approach it.

While January is the perfect time to strengthen your financial well-being, you're more likely to succeed if you set realistic ...

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 was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.

There's a dangerous assumption many entrepreneurs make: that building a valuable business is the same as building personal ...

A strong financial plan provides clarity, direction, and peace of mind. Yet even the most well-crafted plan needs periodic ...

Spend too freely, and long-term independence may be compromised. Save too rigidly, and life’s richness may pass by ...

Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...

Derek Tuz finds that he just can't get clients very engaged in comprehensive financial planning unless they pay for it with an additional fee. Processing Content The owner of Aegis Financial Partners ...