Good financial planning addresses underlying beliefs, feelings and unconscious thoughts about money, which shape financial ...

Excel’s templates offer a user-friendly solution that adapts to your needs. For more tips and tutorials, visit SpreadsheetPoint.com, and unlock the power of Excel for smarter financial planning ...

That means your financial plan has to continually evolve. That begs the question, what does a financial plan actually do for you? Do you even need a financial plan? Or, do you need financial planning?

Most people do not know how to accurately assess probabilities and evaluate risk in their financial planning. As a result, their financial plan is likely to fall apart the moment something goes wrong.

If so, you're going to need a plan. Here’s a guide to help you create a financial plan like a pro in just eight steps. The first thing you need to do is decide where you’re headed. What’s ...

Financial plans are documents, often created with financial planning software, that look at a client's entire financial position and lay out a road map for them to achieve their goals. While this ...