I'm a classic satisficer: I'm usually quick about making decisions and often fall back on the tried-and-true ...

Overwhelmed by your financial to-do list? Split it into four quarters and assign each one goals that connect to the time of ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation ...

Creating a financial plan is essential for achieving your long-term goals. This guide will walk you through the steps to ...

More than half (53%) of investors believe that having a written financial plan is important, up from 41% of retail investors as of year-end 2014, according to new research from Cerulli Associates and ...

The start of a new year is prime time to analyze your finances and ensure your retirement planning is on track.

While short term in duration, building a five-year financial plan gives you a structured approach from which you can manage your finances in pursuit of your chosen life goals. Whether it’s aiming to ...

Building a financial plan month by month can help you create a manageable path toward achieving your financial goals. It allows you to break down your larger financial objectives into smaller, ...

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 ...

After you hire an accounting firm to prepare your tax returns, it's hard to know whether they did a good job. You pay for professional expertise and hope you get what you pay for. That's true when you ...

The evolution of data gathering tools, data scanning and population technology, and other tax automation products have many tax preparers concerned that the days of consistent revenue from tax ...