Testamentary trusts are powerful estate-planning tools that can be used to provide for minor children and dependents with special needs. These trusts are created in a will – hence the name ...

The foundation of a holistic financial plan should incorporate your needs, goals, and objectives. Start by defining what you want to achieve and what is most important to you.

How to do Financial Planning for Alcohol Recovery? Financial planning goes a long way when it comes to ensuring that lack of money doesn’t prove to be a hindrance while seeking professional help. It ...

Creating a comprehensive financial plan requires the expertise of a Certified Financial Planner™ (CFP®), like myself, Philip Ambrose, at Rosenberg Alvis Ambrose Wealth Management.

By Steve O. Oniya Indigenous Peoples face unique challenges when it comes to finances. Financial planning, although it may not be a cure-all, can help in a variety of ways in reaching financial goals.

For the paper, called “Financial Planning: Fueling Client and Business Growth,” the two firms surveyed almost 11,000 households, and found 53% of the respondents believing that having a ...

The Financial Planning Association has partnered with Money.com to develop a list of the best financial advisors, which the two organizations will release at the FPA’s annual conference in ...

The aging U.S. workforce, which has 10,000 Americans reaching retirement age daily, and less than half of financial advisers have succession plans in place.

In today's dynamic business landscape, effective financial planning and analysis (FP&A) has become an indispensable function for organizations seeking to thrive amid uncertainty and complexity. FP ...

The question of whether advisors "get paid more for one thing than another" when making recommendations is much more important to clients than finding out if the "advisor is by themselves or a ...

IRS Tax Attorney Steven A. Leahy of the Law Office of Steven A. Leahy, PC with Opem Tax Advocates joins the program to discuss the importance of organizing your business expenses for tax deductions.

Despite the growing emphasis on outcomes, barriers still exist when it comes to getting participants to utilize financial wellness programs and leverage technology, according to speakers at Tuesday’s ...