Looking for the best business plan software? I tested data-driven platforms to help you plan your business operations from the ground up, from content schedules to funding to market research.

If you are building a startup long enough, someone will ask for your business plan. Sometimes it is an investor. Sometimes it ...

Business plans are vital in helping you establish your goals and define the means by which they can be achieved. Our simple business plan template covers everything you need to consider when launching ...

Improve your chances of growth and success by covering these bases in your financial plan.

The Mortgage Bankers Association has released its forecast for next year which includes a whopping 25% increase in originations. As a manager, you are expected to set up a plan for this growth with ...

Business succession planning is widely recognized as a crucial component of ensuring a company’s longevity. However, many owners still lack formal plans in place. How common is business succession ...

Social media is rife with so-called financial planners offering free advice that may not fit everyone. But in real life, financial planners are professionals with the know-how to match specific ...

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 ...

Wealth managers and financial planners love acronyms. From HENRYs (high earners, not rich yet) to DINKs (dual income, no kids) — acronyms are widely used to categorize demographic groups with unique ...

The OBBBA reshaped several baseline assumptions for 2026 planning around state and local tax, above-the-line deductions and updated inflation adjustments.

Business owners face unique estate-planning challenges that require specialized strategies to protect accumulated wealth, minimize tax exposure and ensure the successful transition of the business to ...