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

A financial planner’s role is to ensure your quantifiable financial goals are met to the best of their ability, or work with ...

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 ...

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

WASHINGTON, Nov. 12, 2025 /PRNewswire/ -- With just a few weeks left in 2025, the American Institute of CPAs (AICPA) advises taxpayers to take action and make year-end tax and financial planning moves ...

Wealth managers and financial planners love acronyms. From HENRYs (high earners, not rich yet) to DINKs (dual income, no kids) — acronyms are widely used to categorize demographic groups with unique ...

The stock market has been volatile, tariffs and other actions are creating uncertainty. Want a little help with financial planning? Certified Financial Planners who belong to the Long Island Chapter ...

Women face unique challenges when it comes to financial planning. They still face a gender pay gap, and they tend to save and invest at lower rates compared to men. For these reasons and more, women ...

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

Here are important financial planning tips for single parents. Nov. 16, 2013 — -- intro: Long-term financial planning for single parents has its challenges. "Losing a job or becoming ill can be ...