Planning to retire in 2027? Learn about the 40% income replacement rule, filing strategies, and how to protect your savings ...

Forbes contributors publish independent expert analyses and insights. I am the Executive Chairman of Diversified, a CFP and author. As the year draws to a close, many of us use the slower pace of the ...

Estate planning can feel overwhelming, but a few key documents and decisions today can make a significant difference for your ...

A strong onboarding process helps financial advisors gather critical client information, set expectations, define services, ...

June 26 th of this year will mark the eighth anniversary of the landmark Supreme Court Obergefell v. Hodges decision to legalize same-sex marriage. Financial planning for the LGBTQ community has ...

The end of the year means different things for different people as they come up with resolutions and set their intentions to improve various aspects of their lives. But there’s one thing that everyone ...

Financial planning checklist and flowchart provider fpPathfinder is integrating with Wealthbox, a CRM software developer, to provide advisors using both services with financial planning checklists ...

TradeTalks broadcasts live from MarketSite in Times Square, the historic Philadelphia Trading Floor and Global Industry Conferences and Events. Featuring conversations with top industry thought ...

Clients who become single when they are over 50 have a number of unique financial planning issues. This situation may arise due to the death of a spouse or a divorce. Women in this age bracket have ...

Layoffs, deferred resignations and unexpected retirements have left federal employees reeling over suddenly uncertain futures. However, this gap presents an opportunity for financial advisors to ...

The end of each year is one of the most important times for investors because there are so many decisions to make that impact their overall financial planning. Amid market volatility, global ...