Plan
How’s your financial health? Our 10-point checklist will give you an idea
Whether you’re just starting out in your career or approaching retirement, organizing your finances and knowing exactly what you need to do to prepare for the future can feel daunting. It doesn’t have to be. While paying your bills on time and living within your means...
Fill out this sample personal financial statement
The personal financial statement is one of the most versatile financial tools at your disposal. In planning personal finance, you can use it to define and track financial goals, an essential early process in creating an individual financial plan. Here’s what a...
Avoid these 5 financial planning mistakes
Individual financial planning without common sense is like driving a car without a steering wheel: You aren’t going to get very far without driving off the road. When it comes to planning personal finance, you have to think very clearly about your money because it’s...
Financial planner: Should you hire one?
There’s no shame in admitting you don’t know how to do something, especially when it comes to individual financial planning. You definitely don’t want to risk mismanaging your hard-earned money due to a shoddy personal financial plan. A financial planner can be your...
