Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...

Set clear, realistic financial goals to guide budgeting and investment decisions. Prioritize budgeting to manage both fixed and variable monthly expenses effectively. Invest regularly in diversified ...

Dana Miranda is a Certified Educator in Personal Finance, creator of the Healthy Rich newsletter and author of You Don't Need a Budget: Stop Worrying about Debt, Spend without Shame, and Manage Money ...

Strategic plans are, by definition, for the long term, usually for three to five years in the future. The plan sets the destination, or goals, for the company and outlines how resources will be used ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. Are you worried that you won’t have enough money to last ...