One of the most challenging tasks on any CEO’s plate is the ability to embed a simple and systematic planning process into an organization and then effectively execute upon it. All too often, planning ...

Jessica Gibson is a content update editor and writer for Investopedia. She has over 10 years of experience in digital publishing and three years of experience covering financial topics like insurance, ...

Early in life Kim Potvin learned that a financial plan can become derailed without a sound advisor. The experience motivated her to become a certified financial planner and to develop a systematic ...