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

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.

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

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

Peter McGahan is chief executive of independent financial adviser Worldwide Financial Planning (www.wwfp.net), which is ...

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 ...

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 ...

Financial planning is essential for long-term financial success, offering a structured pathway to achieving life’s financial goals while providing transparency in a client’s finances. The team of ...

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

Domain Money, a flat-fee financial platform founded in 2022, has launched an annual membership model with three tiers to provide clients with ongoing financial advice. This goes beyond the company’s ...

Legacy planning helps you organize and secure your estate to ensure that your wealth is protected and bequeathed according to your wishes, minimizing tax issues.