Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.

A recent LIMRA survey revealed that consumers choosing to work with a financial professional value a holistic approach that may offer services such as debt management, budgeting, tax strategy, ...

A comprehensive financial plan provides a clear roadmap to achieve personal financial goals. Regularly reviewing and adjusting your financial plan ensures it remains aligned with changing life ...

Preparing for retirement is a key milestone in one’s financial journey, requiring thoughtful planning, strategic investing and effective asset allocation. After working for decades, the goal is to ...

My wish list for your first 100 days, Madam Mayor, boils down to these four priorities: 1) Please adopt outcome-based budgeting, an approach that was used to turn around Baltimore after the Great ...

We live in a world where financial literacy is often self-taught, and being your own bank means mastering how to control, ...

What Is Cash Flow-Based Financial Planning? Cash flow and income are two terms often used interchangeably, yet they serve different functions in financial planning. Income represents the earnings a ...

Money can be an emotional subject for couples. Without a shared understanding and commitment to financial goals, partners may find themselves arguing more and even resenting each other. “Money ...

I completed a regulatory continuing education program today and the topic of diminished capacity was a significant component of the program. What is diminished capacity? It is an assessment of the ...

Not every firm can say most of their client base consists of multi-generational families. New York City-based Williams Jones Wealth Management has managed this impressive feat over its 36 years of ...

Financial planning, as a relatively new profession, has experienced a rapid pace of evolution. Initially, it began as an aggregation of previously segregated financial industry services—brokerage, ...