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Entries Tagged as 'financial plan'

Financial Planning 101

Financial planning is both necessary and practical for every single person alive today. I’d say that it is something that no one – at least in a civilized and developed society – can ignore. People do often discount its importance or try to completely evade the issue altogether…to their own detriment. One trend that I [...]

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What Is Financial Planning?

The Problem The term “financial planning”, “financial plan” or “financial planner” is absent from any industry publication. Not even the Certified Financial Planning Board’s Standards of Professional Conduct lists a definition of “financial plan.” It is simply missing. What you will see are hints or suggestions made by professionals of what these terms might mean [...]

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