It's time to stop chasing net worth and start chasing real worth. The question to ask yourself is: Does my financial plan support the life I want to live? Here's how to craft a plan that supports your ...

We spend a lot of time and energy discussing the value of personalized financial planning advice—and I love it. It feels like we’re headed in the right direction, especially because the value ...

Zocks, the privacy-first AI assistant for financial advisors, today announced a direct integration with RightCapital, a leading financial planning software trusted by thousands of advisory firms.

A subset of the FIRE (Financial Independence, Retire Early) movement, Coast FI can help executives figure out whether their ...

Higher Ground Financial Group offers retirement planning and tax advice under one roof to help clients reduce risk, fees and taxes.

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 ...

Only six in ten respondents to a new survey feel that their future is financially secure, a decline from last year’s results. Women, older near-retirees, and younger retirees reported the largest ...

A coalition of financial planning trade groups is urging Congress to reinstate tax incentives for professional financial advice, which were eliminated by the 2017 Tax Cuts and Jobs Act. The appeal ...