In this post, you’ll learn how to use SMART goal setting to make real progress toward your long-term goals, and you’ll get access to a free downloadable SMART goals worksheet in PDF format to ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. A spending plan is an informal document used to determine the cash flow of an individual ...

Worksheet 9 – Your financial plan PDF Word. Worksheet 10 – Your investment policy statement PDF Word. Share this article Share on Facebook Share on Twitter Share on Linkedin Share on Reddit ...

Fort Belvoir, Va. (March 6, 2014) - Becoming a millionaire at a certain age. Spending Plans. Saving for emergencies. Long-term financial planning. Those are just some of the topics people learned ...

Use this worksheet of scenarios to help your clients understand when prenuptial agreements can be useful. INSTRUCTIONS: Read through the scenarios and decide whether any of these couples should get ...

Finances are just one part of your retirement plan. Creating a sense of routine and purpose can help you ease into your new lifestyle, and prevent anxiety and stress.

Download this worksheet to help you walk clients through estate planning and achieve better outcomes. Many Canadians don’t put a lot of thought into naming their beneficiaries. They assume the rules ...

A financial needs analysis is essential for effective retirement planning. It provides a detailed assessment of your financial health, helping you make informed decisions about your retirement.

For help planning your financial priorities, check out the free financial worksheets offered by Money Management International as part of Financial Literacy Month.