Set clear, realistic financial goals to ... to set an initial budget and plan for the road ahead. By focusing on maxing out your retirement accounts-- for example, 401(k)s, 403(b)s, or IRAs ...

Budgeting can help you gain more control over your financial situation and meet your goals. You don't have to start from scratch and create a budget spreadsheet manually. Premade templates make ...

I write about building wealth and achieving financial freedom ... the ability to create and compare multiple plans. For example, in one plan you could forego retirement savings and an employer ...

Many online resources provide customizable templates for income statements, cash flow projections, and balance sheets. The financial section of your business plan is more than just numbers ...

Financial planning involves looking at your current financial situation with or without the help of a professional — and finding strategies to reach long- and short-term goals. Many, or all ...

A family financial plan can steer your family toward financial success, helping you achieve your life goals and minimizing ...

The way you build a foolproof financial plan is by planning consistently. For example, if you’re in your 40s and at the peak of your career and earning years, you might expect your fast-growing ...

Your outdated financial plan no longer reflects your life circumstances or addresses the decisions you should make for your new life. For example, investments recommended to you in your old plan ...

If you are hoping to start out the new year on a good foot financially, a solid first step is making a financial plan. While you may already have some pieces in place, the end of one year and the ...