When clients come to you for financial advice, they may appreciate having it related in the simplest way possible. Presenting them with a one-page financial plan allows you to condense the most ...

Improve your chances of growth and success by covering these bases in your financial plan.

Ask financial advisors if business planning is important, and most will say, “yes, of course.” Then ask if they have a business plan. If they do, ask whether they refer to it frequently and use it to ...

Going through the process of constructing a financial plan is a valuable exercise for any business owner. The financial plan helps guide the day-to-day decision making of the business. Comparing ...

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. Vikki ...