When clients come to you for financial advice, they may appreciate having it related in the simplest way possible. Presenting them with a one-page financial plan allows you to condense the most ...

Financial planning is relevant, in one way or another, to every single one of us: whether you are affluent, struggling financially or anywhere in between. Of course, in an ideal world, everyone would ...

Is your financial plan fit for purpose — or is your adviser peddling an outdated strategy? When you see these red flags, it's ...

Many small businesses lack a complete, well-thought-out financial plan — even though evidence shows one is essential for long-term success and growth. A business financial plan can help an ...

Ask financial advisors if business planning is important, and most will say, “yes, of course.” Then ask if they have a business plan. If they do, ask whether they refer to it frequently and use it to ...

Business plans are required for all small businesses seeking loans or investors. Financial assumptions and projections are critical components of all business plans. Three universal financial ...

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.

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