A financial plan is a blueprint, a roadmap that shows your financial situation, your goals and the approach you need to take to achieve those goals. The goals could be to save money for a house, ...

Setting priorities in the process of creating a solid financial position can be challenging. The financial planning pyramid provides a visual explanation and reminder to help people make the right ...

In today's financial landscape, marked by a proliferation of complex products often cloaked in attractive packaging, the essential nature and purpose of insurance can be overshadowed. As an ...

Insurance and financial plans go hand in hand. Used together, they can ensure that clients are not only protected in the event of unforeseen circumstances but also positioned for long-term financial ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Without the right protection in place, even the most well-crafted retirement ...

Issues around financial security are deeply personal, especially when life shifts unexpectedly around you. For me, that moment came when my company relocated me from Hong Kong to New York City. My ...

Discover strategies financial advisors can use to craft personalized family financial plans, addressing budgeting, saving, ...

When you’re mapping out your financial plan, there are certain bedrock accounts and products you likely always consider. You’ve got to have that emergency savings fund, preferably in a high-yield ...