Being financially illiterate can lead to financial disaster, as it increases the likelihood of accumulating unsustainable debt burdens due to poor spending decisions or a lack of long-term planning.

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...

If you've made a financial plan, congratulations, but have you reviewed it recently? Here are six reasons why your plan needs ...

Time is the single most important factor in life and in finance. The uncertainty surrounding time represents a challenging financial inefficiency. Because people have an unknown death date, as they ...

More than half (53%) of investors believe that having a written financial plan is important, up from 41% of retail investors as of year-end 2014, according to new research from Cerulli Associates and ...

For small business owners, high net worth individuals, and real estate investors, navigating financial challenges can be daunting without a well-structured plan. Financial planning is not just a ...

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 ...

Improve your chances of growth and success by covering these bases in your financial plan.

The clients we help by planning for a safe and financially secure retirement are most vulnerable after they reach the age of 65. This is when, for most people, incomes drop and financial risks ...

At a young age you want to start planning for retirement, starting as soon as possible. Key in all of this are some major priorities, including always saving in an emergency fund that is set aside of ...

Although 94% of employers reported in a recent survey that they are responsible for their employees’ financial well-being, only 57% actually do something about it. Despite the growing emphasis on ...