your insurance coverage, your emergency savings, your estate plan and your savings and spending habits, among others. After all, "a financial plan isn't a static document — it's a tool to track ...

Explore an approach that offers solutions for those navigating the intersection of longevity, fulfillment and financial ...

I'm 49 years old and have nothing saved for retirement — what should I do? Don't panic. Here are 5 of the easiest ways you can catch up (and fast) Gain potential quarterly incom ...

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?

To help prevent this from derailing your long-term financial plan, he recommends maintaining an emergency fund throughout your life. Ideally, your emergency fund will have enough to cover six ...

“A financial plan is like building a house ... save each month and your goals include building an emergency fund to cover three months of expenses, saving for a down payment on a house and ...

Natural disasters are occurring more frequently, which has financial reprocussions. Here's how Dr. Nicole Simpson, founder and president of Harvest Wealth Financial, is talking to her clients about ...

A good financial plan is not one that shows you where you ... Hold the appropriate coverage for life and disability insurance, consider umbrella insurance once you have a net worth of $1 million ...

It also includes handling individual financial tasks ... This is the plan you need when your car breaks down on the road. You can get this coverage from your auto insurance company, or from ...

It ensures you have the funds to cover your essentials — like housing ... As Castro explains, "You need a solid budget and financial plan in order to set yourself up for long-term financial ...

Any budget must cover all of your needs ... strategy you’ll actually stick to, so aim for a plan that motivates you and fits your current financial situation. One option is the 50/30/20 budget ...

Here too, your financial advisor can help you set more detailed, attainable goals, along with a plan to get there, but having some goals in mind from the start can help you figure out which ...