Clients can feel overwhelmed when thinking about their child's college education. However, as their financial advisor, you ...

It's no secret that more and more CPAs are offering financial services to their clients. In fact, financial planning questions now have a greater emphasis on the CPA exam than ever before. I find that ...

Retirement is the perfect time to update your estate plan—here are 5 smart changes retirees should make to protect assets and ...

Planning for retirement, a family's future and unexpected health care emergencies and expenses can be a daunting task. "Begin to think about: How do I want to live my later years?

They're thinking of hiring a financial advisor because they don't have another person in their life they can get money-related advice from. And I think their plan is a solid one.

Key takeaways Financial planning is the process of considering your financial objectives and goals and creating a roadmap to reach them based on actions you can take with your money. Some of the ...

Social Security planning is a key component of the retirement income puzzle as you’re thinking about your portfolio and how it’s positioned and how much you can spend from it.

Home Retirement Retirement Planning How to Think About Money and Aging Now As you think about your financial future in this new age of longevity, a strong plan means more than just asking if you ...

While the prenuptial agreement conversation can be a difficult one to initiate, it can also help you get on the same page as your spouse and protect each of your interests should your marriage not ...

As such, they’re poised to think about protecting those assets through estate planning, even though that may seem like a long way off. Find Out: 5 Millennial Money Habits That Gen Z Resists ...

Planning a funeral can be difficult enough emotionally without factoring in financial matters. Experts talk funeral costs.