Building a financial plan month by month can help you create a manageable path toward achieving your financial goals. It allows you to break down your larger financial objectives into smaller ...

Creating a financial plan that covers both personal and family needs helps establish long-term financial security. By balancing your own goals with your household’s needs, you can develop a ...

Financial consultants are professionals who can help you develop a financial plan in areas such as tax, estate and retirement planning. They can also help you set up an investment portfolio to ...

BMO has launched a client-facing financial planning portal, My Financial Progress, based on Conquest Planning’s software, the ...

Planning for long-term care is crucial to protect your independence, family and financial stability against unexpected health events and rising care costs not covered by standard insurance.

Identify your financial needs and why you need an advisor Before you choose an advisor, you’ll want to spend some time thinking about why you’re looking for a financial advisor in the first place.

For example, I created a financial plan for a 70-year-old widow, expecting her assets to run out at around 100 years old. Even the possibility of ever running out of money freaked her out.

When it comes to retirement planning, what you don’t know can hurt you financially. If you’re approaching retirement, for example, you might not know how to create a portfolio that will ...

But I believe one of these barriers is that many investors don’t know what to expect from a financial advisor. Investors know advisors can help with a financial plan, but is that all?

Pricing can vary greatly for flat-fee planners, typically between $1,500 and $10,000 for a full financial plan, depending on the complexity of your finances.