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 ...

Financial literacy refers to the understanding and capability to make informed and efficient decisions about personal financial resources. It encompasses the knowledge of how money works in the world: ...

Financial planning is a strategic approach to improving the organization and management of personal finances. Financial plans vary in purpose and can be tailored to suit your specific needs to reach ...

Financial planning helps you track and manage your money to reach your financial goals. To create a strong financial plan, set goals, track cash flow, budget, invest, and pay down debt. A professional ...

Wealth management is a comprehensive financial advisory service that helps people grow and preserve their wealth. It can ...

Navigating Medicare can be a complex task for retirees, and accountants play a crucial role in guiding their clients through this essential aspect of retirement planning. This article aims to provide ...

Estate Planning Basics To handle your client's financial affairs after his death, estate documents and compliance with state law are required. As a broker, the basic estate planning problem to look ...

Financial advisors and tax professionals seeking to help clients protect trust assets in the event of divorce, lawsuits or an extravagant heir should know the basics of a spendthrift clause.

ANZ Financial Planning (ANZFP) is developing a simple financial advice model to sit alongside its existing fee-for-serv_ice model, Prime Access, which it rolled out to its more than 300 planners two ...

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb explains how cash flow analysis is an important part of formulating a financial plan. Learn ...

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb delves into the key elements of formulating a financial plan and how Foster Financial can ...