A financial plan is a strategic framework for building long-term security and reaching your goals with confidence. It helps you make informed decisions, stay on track, and adapt as life changes. This ...

Opinions expressed by Entrepreneur contributors are their own. I’m optimistic about business planning for 2010, and I’m expecting it to be a good year. People are going to do more and better business ...

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.

“I believe that financial planning transforms lives,” says Marguerita Cheng, CEO of Blue Ocean Global Wealth, as she reflects on a moment seared into her memory. At the tender age of 10, as the oldest ...

I believe it’s important for people to think about how their retirement planning is affected by taxes — both now and by potential increases in the future. The Tax Cuts and Jobs Act, signed into law in ...

I became a financial planner in 2001 and have worked in banking and financial services since 1995. Since the beginning, long-term care (LTC) has been a touchy subject with many of my clients because ...

Goals are the backbone of good financial planning, which is why we so often talk about helping clients make the most of them. Identifying SMART goals (that is, goals that are specific, measurable, ...

One of the great paradoxes of higher-education leadership is that most of us who find ourselves in administrative positions have not studied the kind of work we end up doing on a day-to-day basis. We ...

Philippa England is affiliated with the South East Queensland Alliance. Good planning needs integrity, and public participation should play a role in that. But a row over a high-rise development ...