Many online resources provide customizable templates for income statements, cash flow projections, and balance sheets. The ...

Now, let's break down the process of making a budget into easy steps so that you can customize your very own financial plan. And be sure to check out the template below to help you get started.

If you are hoping to start out the new year on a good foot financially, a solid first step is making a financial plan. While you may already have some pieces in place, the end of one year and the ...

Excel’s templates offer a user-friendly solution that adapts to your needs. For more tips and tutorials, visit SpreadsheetPoint.com, and unlock the power of Excel for smarter financial planning ...

Financial plans are documents, often created with financial planning software, that look at a client's entire financial position and lay out a road map for them to achieve their goals. While this ...

Most people do not know how to accurately assess probabilities and evaluate risk in their financial planning. As a result, their financial plan is likely to fall apart the moment something goes wrong.

That means your financial plan has to continually evolve. That begs the question, what does a financial plan actually do for you? Do you even need a financial plan? Or, do you need financial planning?