Not so fast. Life insurance is a financial product and requires periodic care just like any other asset. Income, family structure, relationships, and health can all change over time. Naturally, your ...

Becca Apfelstadt is co-founder and CEO of treetree, a marketing agency in Columbus, Ohio, that provides creative firepower for B2B giants. I’m a firm believer that you should bring your whole self to ...

If you want to change your life, you need to envision what is next. The reason many people don't follow their New Years' resolutions or meet their isolated goals is because they don't have the bigger, ...

Plans have a tendency to become outdated the moment they’re set down on paper. Once you have a financial plan, don’t let it get stale. You’ll want to review your plan often, even when things in your ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. While every financial plan and individual is unique, the core basis of how ...