The following is reprinted with permission from strategicplanningMD.Strategic planning is a process by which we determine the answers to two questions and then craft a plan to achieve desires results.

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. There’s a lot you can say about strategic planning. That the resulting plan requires ...

What Is Early Retirement Planning? Early retirement planning refers to the process of setting financial and lifestyle goals for retiring before the standard retirement age. It involves creating a ...

What Is Retirement Income Tax Planning? Retirement income tax planning is the process of strategically managing retirement income sources and financial decisions to minimize tax liability and maximize ...

Thomas J. Brock is a CFA and CPA with more than 20 years of experience in various areas including investing, insurance portfolio management, finance and accounting, personal investment and financial ...