Financial planning is the process of considering your financial objectives and goals and creating a roadmap to reach them based on actions you can take with your money. Some of the key components to ...

Explore how financial advisors and financial planners differ in scope, credentials and compensation so you can choose the right expert for your needs Staff Personal Finance Editor, Buy Side Valerie ...

Understand the role of financial consultants, their services and how they compare to financial advisors Staff Personal Finance Editor, Buy Side Valerie Morris is a staff editor at Buy Side and a ...

A financial plan should be a detailed road map to a worry-free retirement. Watch out: If your plan has these common holes, you could be headed for a dead end.

A certified exit planner, Paul Brahim has first-hand experience in the importance of planning for business transitions. In 2020, he sold his firm, BPU Investment Management, to Wealth Enhancement ...

Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + Good. She continues to pursue her passion for writing and personal finance, ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. For ultra-high-net-worth families, effective planning transcends financial ...

April 5 couldn't have been easy. Panic consumed the day after a near 6% S&P sell-off. But the American College of Financial Services' Advising Through Uncertainty Study has found that most financial ...