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 ...

Discover essential steps in Financial Planning for individuals with disabilities. Learn about government support, legal ...

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 ...

Forbes contributors publish independent expert analyses and insights. The increasing sophistication and complexity of estate and individual tax planning, and concurrent sophistication and complexity ...

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 ...

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 ...

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

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 ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...

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 ...