When writing a business plan, it’s important to put together a financial plan that projects future income, cash flow and changes to the balance sheet. The financial plan section often consists mostly ...

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, ...

Forbes contributors publish independent expert analyses and insights. I write about the franchising, restaurant and food services industry. An executive summary is a short but powerful document that ...

Kiah Treece is a former attorney, small business owner and personal finance coach with extensive experience in real estate and financing. Her focus is on demystifying debt to help consumers and ...

You’re set on becoming a franchisee. You may think it’s time to call a franchisor, tell them you’re interested, and get funding from your local bank, right? Wrong. If you’re considering buying a ...

Discover the career path, key certifications, and opportunities for financial planners. Learn how a finance or humanities ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Home Personal Finance How Writing Your Own Eulogy Can Help With Financial Planning What does your eulogy have to do with financial planning? Simple: It’s a good way to discover what your goals in life ...

Securing SBA funding often depends on how clearly a business can explain its future numbers. Lenders want to see logic, not ...

Christine Benz: We want to delve into special needs planning. And your book is called The Special Needs Planning Guide. It’s incredibly detailed and comprehensive. But it seems like a huge challenge ...