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If you ask 10 people what a financial “plan” is, you’re likely to get 10 different answers. As a financial planner, my biggest issue with financial plans is that they aren’t actually plans.

Daniel Liberto is a journalist with over 10 years of experience working with publications such as the Financial Times, The Independent, and Investors Chronicle. A financial planner helps people ...

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Some financial planners also provide investment management. Many, or all, of the products ...

Learn how to conduct a pre-retirement financial checkup. Assess your retirement income, investment portfolio, debt ...

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Learn about post-retirement planning including its definition, key considerations, and strategies for maximizing retirement ...

Michael Boyle is an experienced financial professional with more than 10 years working with financial planning, derivatives, equities, fixed income, project management, and analytics. Suzanne is a ...

Planning out and working on your company's financial projections each year could be one of the most important things you do for your business. The results--the formal projections--are often less ...