When writing a business plan, it’s important to put together a financial plan that projects future income, cash flow and changes to the balance sheet. The financial plan section often consists mostly ...

A holistic financial plan goes beyond—here’s how to approach it.

Forbes contributors publish independent expert analyses and insights. I write about the franchising, restaurant and food services industry. An executive summary is a short but powerful document that ...

Kiah Treece is a former attorney, small business owner and personal finance coach with extensive experience in real estate and financing. Her focus is on demystifying debt to help consumers and ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Home Personal Finance How Writing Your Own Eulogy Can Help With Financial Planning What does your eulogy have to do with financial planning? Simple: It’s a good way to discover what your goals in life ...

Financial planning and advice is no longer just for the wealthy. It can be especially important when planning for your later years. Credit...Jenn Liv Supported by By Mark Miller Mark Miller, a ...

Christine Benz: We want to delve into special needs planning. And your book is called The Special Needs Planning Guide. It’s incredibly detailed and comprehensive. But it seems like a huge challenge ...

Matt Webber is an experienced personal finance writer, researcher, and editor. He has published widely on personal finance, marketing, and the impact of technology on contemporary arts and culture.