When clients come to you for financial advice, they may appreciate having it related in the simplest way possible. Presenting them with a one-page financial plan allows you to condense the most ...

Is your financial plan fit for purpose — or is your adviser peddling an outdated strategy? When you see these red flags, it's ...

Forbes contributors publish independent expert analyses and insights. Liz is a Fee-Only CFP Financial Planner, Author & FinLit Advocate. You may hear the term "financial plan" and imagine thousands of ...

If you ask 10 people what a financial “plan” is, you’re likely to get 10 different answers. As a financial planner, my biggest issue with financial plans is that they aren’t actually plans. Plans say ...