Experts say you need to get specific, tap into your intrinsic motivations, and celebrate small wins to create financial resolutions you can adhere to.

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 ...

From budgeting and saving to investing and protecting loved ones, here’s how to build a long-term financial plan for your family Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Juan Carlos Rosario is a CFP® and President of Apex Wealth Management Group, an independent Wealth Management firm based in California. At its core, financial planning is not just about accumulating ...

A solid financial plan can provide clarity for both short- and long-term goals, but you may be wondering: How many years should my financial plan cover? There's no one-size-fits-all answer, but ...

When starting a new business, a financial forecast is an important tool for recruiting investors as well as for budgeting for your first months of operating. A financial forecast is used to predict ...

CPA financial planners who understand how psychological factors influence decision-making can better work with clients and operate their practices more effectively. That’s the view of Michael E.

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How couples can prepare for emergencies and unexpected life changes together Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + ...