The fact that many financial advisors say they do not provide tax planning belies how much value they may add through that ...

The financial planner you pick to manage your assets and advise you on key financial decisions affects your retirement and ...

Gibbs shared her priorities for Conroe’s finance department with Community Impact and how she plans to maintain transparency and accountability, and the strategies she’ll use to ensure the city’s ...

Here are some of the key reasons we pay for financial advice. 1) We wanted a second opinion on a few important decisions.

The human side of financial planning will only become more important as technology handles the mechanical side.

Health insurance, life insurance, disability, long-term care, and property coverage should be reviewed and right-sized to fit ...

Katie and Alan Donegan suggest setting up your index funds and automating your investments — then relax, enjoy life, and stay on track for early retirement.

Each persona employs distinct behaviors and strategies but all prioritize intentional practice design, a study found.

We’re heading into the thick of the $90 trillion “Great Wealth Transfer,” which will see millions of people belonging to the Gen X, millennial and Gen Z cohorts inherit money from their boomer loved ...

Planning for the possibility that a pet will outlive its owners or its owners’ ability to attend to it is sometimes overlooked in financial planning. “If your pet is important to you, regardless of ...

“How much do you get paid?” It’s a question financial planners routinely ask their clients, but less frequently face themselves. A new study flips the script, offering a detailed look at what wealth ...