This article outlines 11 key components of a strong financial plan, from goal setting and investment strategy to insurance, ...

Exiting a business can evoke feelings of fear and uncertainty, making it difficult to consider selling or exiting, even when ...

Coming to terms with handing over the reins is often the biggest challenge for an owner to overcome. This can be due to the ...

Financial planning is all about creating a strategic, actionable roadmap for your money during the time you’re here on earth ...

While it's true that each RIA is unique in its own way, all successful ones reach a common inflection point. If their ...

Cash balance pensions are growing in popularity, but are they really a reliable strategy for securing wealth in retirement?

If so, this is an example of availability bias ... lower inflation than someone commuting long distances. Financial planning software can then use this information, along with customized rates ...

Michael T. Clear and Erin D. Nicholls of Wiggin and Dana LLP discuss estate planning among company founders and entrepreneurs ...

To help his clients reach retirement, a financial planner looks ahead to obstacles clients may encounter, and helps protect ...

The information was collected by Financial Planning and then analyzed ... can vary greatly based on the mix of business and policies at each firm. For example, advisors' pay can be pushed upward ...

Fewer than half of Americans are planning to travel this summer, with costs and lack of interest topping the reasons they ...

Ring in the new financial year by reviewing your investment plan, estimating your tax outgo, staying on top of deadlines, and reassessing your financial goals.