These financial goal examples show how short-term, mid-term and long-term plans can work together to help you stay focused, motivated and on track — whether you’re paying down debt, saving for ...

A financial plan can help you direct how you organize your finances, from the small, short-term questions to the big, ...

Key performance objectives for your employees should be measurable. For example, the employee must achieve a sales goal in terms of dollar amounts or new customers. Objectives should be based on a ...

Remember, too, that a platform has to suit your unique needs. Familiarise yourself with the diverse offerings — direct-to-consumer, adviser-accessed, adviser-owned, discretionary fund management and ...

When we look to Vanguard’s report ‘Adviser’s Alpha’, it attempts to quantify the value financial advice can add to investment ...

Making a big financial decision when you’re stressed out can cost you. Use these tips to settle down and make the best move ...

Discover 10 essential financial steps to take now, from healthcare and childcare costs to estate planning, to confidently prepare for parenthood.

Taylor Kovar, CFP, founder of 11 Financial, spoke with GOBankingRates to help you decide on what to do with a maturing CD amid falling interest rates.

For a financial seminar to be a success, it needs to be compelling, and give prospects a reason to reach out to you afterward to continue the conversation. If you need some inspiration, here are 35 ...

Founded in 1993, The Motley Fool is a financial services company dedicated to making the world smarter, happier, and richer.

Finder.com reports five ways to invest with little money: utilize broker bonuses, 401(k) matches, fractional shares, ...