Learn more about financial planning to set your life on the right course and to maximize your net worth. The steps here are designed for you to meet your financial goals. It’s hard not to cover your ...

Did you know that the typical five-year strategic planning forecasts perform about as well as dart-throwing chimpanzees? Cognitive science and behavioral economics scholars have conducted research on ...

Daily planning is a must in any business. But if you find yourself regularly avoiding this crucial daily action, you may need to change your planning approach. Otherwise, you may find yourself ...

Retirement planning is a comprehensive process, and it is critical to prepare proactively to secure your financial future. Here’s an overview of seven important steps to help you navigate that phase ...

Business planning has always been part of the core of successful organizations. From startups to Fortune 500 companies, a robust business plan lays the foundation for growth, competitive advantage, ...

Results of a recent community survey are now complete, as Traverse City is working towards building a new Master Plan. Leaders at City Hall launched the effort this summer. The idea of a Master Plan ...

Newly single clients have a number of financial planning issues they may need to address in the wake of a divorce or the death of a spouse. One of these issues is their estate planning. In both cases, ...

Gina Baker is an experienced content strategist, SEO enthusiast, editor, and writer focused on empowering and educating agents and brokers. Before joining HousingWire, she was the site lead at The ...

A complete estate plan is an essential step in the financial planning process that is often overlooked. Coaching clients through the process and revisiting their estate plan regularly can help them ...

Buying a home may feel out of reach for some, but careful planning, saving and boosting credit can make homeownership ...

Estate planning experts emphasize that proper preparation can make all the difference between a smooth transfer of assets to heirs and a complicated, potentially contentious process. Financial ...