A financial planning system is a step above a spreadsheet ... an optimum mix of inputs to achieve the goal (output). THIS DEFINITION IS FOR PERSONAL USE ONLY. All other reproduction requires ...

If so, you're going to need a plan. Here’s a guide to help you create a financial plan like a pro in just eight steps. The first thing you need to do is decide where you’re headed. What’s ...

Zach Harney is a wealth manager at Creative Planning in Monterey, formerly known as Monterey Private Wealth. He welcomes questions you may have concerning investments, taxes, retirement, or estate ...