You can't have a financial plan without financial planning, but you don't need a comprehensive written plan to benefit from ongoing financial advice. Do you need a financial plan? Maybe not. A full ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to managing money, most people have the best intentions—but ...

Improve your chances of growth and success by covering these bases in your financial plan.

The acronym stands for income-related monthly adjustment amount, and while it sounds technical and harmless, IRMAA can materially increase the cost of Medicare for households with even modestly ...

Setting financial goals is a key part of planning for your future. Common examples of financial goals include building an emergency fund, saving for retirement, paying off debt and investing for ...

Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a ...

When you are in a committed relationship, it is not just your personal finances you need to consider. Setting financial goals as a couple is an important step in building a secure future together.

Finding an advisor you like is one thing. Working with that person to achieve your financial goals requires a clear agreement that outlines the roles, responsibilities and expectations incumbent upon ...