To be successful today, CPA personal financial planners must be prepared for many challenges. Increased longevity and rising health care costs have made the creation of strong retirement plans both ...

After you hire an accounting firm to prepare your tax returns, it's hard to know whether they did a good job. You pay for professional expertise and hope you get what you pay for. That's true when you ...

How well does your financial plan match your deepest dreams, possibilities and authentic goals? Typical financial planning often involves a mechanical process: collecting historical data, analyzing ...

Health insurance for ageing parents is essential to protect family finances, as rising medical costs and limited income after retirement ...

In a number of ways, we already know 2025 will be very different from 2024. How can financial advisors prepare their clients for the changes ahead? The simplest answer is to talk to them, though ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Second marriages are exciting times as couples look forward to a new chapter in their lives together. One practical consideration is the need for careful financial planning for the changes their new ...

There are many ways to get free financial advice from a variety of sources. It may be possible to see a financial advisor for free or at a reduced cost. For more complex financial planning issues, ...

A financial advisor is not only for the super-rich; anyone facing major life transitions, nearing retirement, or feeling overwhelmed by financial decisions could benefit from professional guidance.

The Journal of Financial Planning has a new practitioner editor in Daniel B. Moisand, the Financial Planning Association announced today. Moisand, who is also principal and financial planner of ...

A tax advisor and a financial advisor play unique yet interrelated roles in managing personal finance. A tax advisor, with specialized training in tax law, provides advice on tax matters, ensures tax ...