To help start the year strong, here’s a roadmap to organize your finances and set yourself up for a prosperous year.

Make sure to take a look at a sample financial plan, as well, if available. Once you’ve gotten to know your planner, you’re ready for the next step: asking questions. Don’t be afraid to do ...

That means your financial plan has to continually evolve. That begs the question, what does a financial plan actually do for you? Do you even need a financial plan? Or, do you need financial planning?

Financial plans are documents, often created with financial planning software, that look at a client's entire financial position and lay out a road map for them to achieve their goals. While this ...

To help tackle this thorny problem, here are four free resources and tools to help you create your sound financial plan. I'll start with Dave Ramsey's Baby Steps because of their popularity.

If so, you're going to need a plan. Here’s a guide to help you create a financial plan like a pro in just eight steps. The first thing you need to do is decide where you’re headed. What’s ...