There are various free professional financial advice resources available, including pro bono financial advisors, free online courses, free worksheets and workbooks, and more.

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 ...

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 ...

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 ...

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 ...

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

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.