Plan

Fill out this sample personal financial statement

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

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?

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...
What to include in your financial plan

What to include in your financial plan

Individual financial planning is the process of putting together a “living” schematic organizing your personal finances to help you secure a solid financial future. Why living? It will change as your finances change. Here’s what you should include in your financial...
Plan your financial future in 5 steps

Plan your financial future in 5 steps

A personal financial plan is a blueprint you use to organize your money to ensure economic stability throughout life. A solid plan can help you make smart decisions with your money as your financial foothold evolves. And the best part about the personal financial...
Your guide to financial planning

Your guide to financial planning

As it turns out, there’s a whole lot you can do with your money to generate wealth. Individual financial planning is the process of creating a lifelong personal financial plan to secure a stable financial future for yourself and your loved ones, and the earlier you...