A portfolio with fewer moving parts is easier to oversee and simpler to document in case your loved ones or a financial ...

A real estate agent's job is intense. As CEO of a financial advisory firm that has specialized in helping real estate agents ...

A holistic financial plan goes beyond—here’s how to approach it.

HNWIs require strategic planning to preserve their wealth.

The start of a new year is prime time to analyze your finances and ensure your retirement planning is on track.

Discover strategies financial advisors can use to craft personalized family financial plans, addressing budgeting, saving, ...

The first Saturday episode of each month this year, we will focus on a key component of a financial plan -- including ...

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 ...

When people work with a fitness trainer, they expect a workout tailored to their abilities and goals. Similarly, when they work with an architect to design a new home, they expect the plans to reflect ...

Quick Read Widows at 66 receive 100% of their deceased spouse’s Social Security benefit but household expenses remain at ...

Automated financial planning with the help of artificial intelligence may pose a significant disruption to existing players in the market, and a new startup is leading the way. Processing Content ...

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...