As 2025 comes to a close, many people are starting to think about resolutions, with setting financial goals for 2026 being a ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

I want a financial plan to feel less like a spreadsheet and more like a roadmap for the life I actually want to live. That ...

Discover expert tips on budgeting, investing, and maximizing VA benefits for veterans. Protect your finances and achieve your ...

Your retirement could be jeopardized if you ignore the risks you'll face later in life. From inflation to market volatility, ...

Progress happens when we connect financial decisions to a clear vision of the life we want and then work backward to build it ...

According to Gartner, 58% of finance functions employed AI in 2024—a 21-percentage-point jump from the prior year. PwC ...

High costs of long-term care necessitate discussions with clients of strategies to most effectively cover this contingency.

The $2.3 trillion-asset independent broker-dealer’s chief wealth officer wants to make it easier for LPL’s 32,000 advisors to ...

Strategic planning is the process of identifying where you want your company to be in the future and then charting steps to get there. However, you can't get where you want to go unless you have the ...

For advisors who are also voracious readers, it's no surprise the books that most inspired them in their practices this year often focused on ways to improve client relationships and communication.

Though the Olympic Games are the pinnacle of sport, they have the potential to wreak financial havoc on their host countries.