One of the major obstacles to organizational planning is the idea that it is complex, complicated and confusing. It doesn’t need to be any of those things. In fact, as with most endeavors, the simpler ...

This guide is designed to show you how to master goal setting and planning with AI tools like ChatGPT. The arrival of the new year often ignites a renewed sense of ambition, kindling a host of ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to managing money, most people have the best intentions—but ...

This article was first shared with members of my Quality Value Investing subscription service in Seeking Alpha's Investor Groups on March 15, 2023, and with real-time followers in my SA Blog on March ...

The most successful RIAs are confidently starting their new year with a strategic plan that honors their values and purpose. The latest research validates that this best practice correlates with ...

Plan with me for the new year! 🌟 It’s time to set your 2025 goals and create a clear vision for your best year yet. In this video, I’m sharing 7 powerful prompts to help you reflect, set intentional ...

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 ...