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 ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it Written By Written by Staff Money Writer, WSJ | ...

I want a financial plan to feel less like a spreadsheet and more like a roadmap for the life I actually want to live. That means connecting everyday money choices to milestones such as education, ...

The French writer Antoine de Saint-Exupéry once wrote, "A goal without a plan is just a wish." He wasn't referring to investing goals when he penned this, but he could have been. Having financial ...

Uncomfortable money questions can become routine when advisors help client couples foster regular, open communication.

Even the most technically flawless financial plan can fail—because markets aren’t the real wildcard. Behavior is. As growth ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

Choosing a financial advisor is a big decision. You may be trusting them with your money, your peace of mind, and your ...