Many small businesses lack a complete, well-thought-out financial plan — even though evidence shows one is essential for long-term success and growth. A business financial plan can help an ...

Small businesses aren’t as small as you might think. They drive 44% of the U.S. GDP and employ more than 60 million Americans, according to U.S. Chamber of Commerce estimates. Yet despite their impact ...

Social media is rife with so-called financial planners offering free advice that may not fit everyone. But in real life, financial planners are professionals with the know-how to match specific ...

Below are five commonly overlooked planning mistakes that many growth-oriented companies make and how business leaders can avoid them.

Derek Tuz finds that he just can't get clients very engaged in comprehensive financial planning unless they pay for it with an additional fee. The owner of Aegis Financial Partners in Boulder, ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Edward Jones is becoming a pioneer among large wealth managers with a business model allowing its advisors to offer a comprehensive financial plan in return for a flat, annual fee. Processing Content ...

The 401(k) plan, an employer-sponsored retirement plan, has transformed the way businesses and employees approach retirement savings. This plan, named after the section of the tax code that ...