Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Retirement often feels like the light at the end of the tunnel — a time to ...

I want a financial plan to feel less like a spreadsheet and more like a roadmap for the life I actually want to live. That means connecting everyday money choices to milestones such as education, ...

The first time Laura and Scott Geiger of Spring City, Chester County, started thinking about life planning was after the birth of their first child. In their late 30s at the time, they wrote a will ...