Financial management involves planning, organizing and controlling an organization’s financial activities. Effective financial management helps businesses achieve their goals, optimize profits and ...

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, ...

Daniel M. Machnik is the owner of Willis & Machnik Financial Services, an affiliate of Avantax Wealth Management. “The best-laid plans of mice and men often go awry,” or so we’ve been told. Part of ...

Looking for the best financial planning software? Check out Playbook. No matter who you are, what your annual household income is, or where you live, budgeting is a crucial skill. Budgeting can help ...

Strategic planning is the process of identifying where you want your company to be in the future and then charting steps to get there. However, you can't get where you want to go unless you have the ...

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 ...

How couples can prepare for emergencies and unexpected life changes together Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor firms to help retirees select a firm that could best connect them with a fi ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Western Australia-based Plan B has now fully acquired Melbourne-based Strategic Financial Management. The company announced to the Australian Securities Exchange (ASX) that it had exercised its call ...

The best time to address potential mental decline is well before it becomes an issue. Advisors should initiate an aging plan for clients in their 50s or early 60s. The idea is to start the ...