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 ...

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 ...

Dear Liz: We are a working couple in our late 50s. We live a comfortable lifestyle, have no mortgage, no debt, and we enjoy our careers. Through luck and diligence we have built a sizable net worth 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 ...

Estate planning is about protecting your loved ones, preserving your values and ensuring your legacy lives on. Yet over 50% of Americans still don’t have an estate plan in place. That’s where ...

When it comes to getting financial advice, many Canadians either aren’t working with a financial planner or don’t have a financial plan at all. Only 25 per cent are working with a financial adviser ...