A version of this article was published in June 2017. Some financial advisors prepare complicated investment policy statements for their clients, complete with appendixes, footnotes, and legal ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. Marguerita is a Certified Financial Planner (CFP), Chartered ...

A strategic policy example is a written statement of an organization's choices in its operating environment. For example, a public or nonprofit agency chooses which of society's problems to address ...

A business bank statement tracks transactions, balances, and cash flow. Learn key components and tips for better financial management. A business bank statement is an official financial document ...

Editor's note: This article originally ran on Oct. 2, 2017. University of Chicago professor Harold Pollack gained some well-deserved attention for his "financial advice on an index card" concept. His ...