A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it ...

Building a financial plan month by month can help you create a manageable path toward achieving your financial goals. It allows you to break down your larger financial objectives into smaller, ...

Didi Gurfinkel is the co-founder and CEO of DataRails, a powerful software product that helps CFOs and financial planning and analysis (FP&A) pros with their planning and reporting needs. Gurfinkle ...

I want a financial plan to feel less like a spreadsheet and more like a roadmap for the life I actually want to live. That means connecting everyday money choices to milestones such as education, ...

The first Saturday episode of each month this year, we will focus on a key component of a financial plan -- including spending, investing, insurance, retirement planning, estate planning, and taxes.

How well does your financial plan match your deepest dreams, possibilities and authentic goals? Typical financial planning often involves a mechanical process: collecting historical data, analyzing ...