Tell me if this story sounds familiar. You've signed a new client, you've asked them the right questions, and you feel like you have a handle on the financial details. You take that information, and ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. While every financial plan and individual is unique, the core basis of how ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Everyone, regardless of age and wealth, needs a financial plan. Not having a written financial plan makes you statistically more likely to experience poverty, bankruptcy and debt. Yet, more than 70% ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. How well does your financial plan match your deepest dreams, possibilities and authentic ...