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 ...

If you've made a financial plan, congratulations, but have you reviewed it recently? Here are six reasons why your plan needs ...

The first Saturday episode of each month this year, we will focus on a key component of a financial plan -- including spending, investing, insurance, retirement planning, estate planning, and taxes.

Reify Wealth Advisors financial planners Juli Erhart-Graves and Margaret Gooley explain how financial planners help clients achieve their financial goals.

A real estate agent's job is intense. As CEO of a financial advisory firm that has specialized in helping real estate agents ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation ...

The evolution of data gathering tools, data scanning and population technology, and other tax automation products have many tax preparers concerned that the days of consistent revenue from tax ...

Financial planning is a strategic approach to improving the organization and management of personal finances. Financial plans vary in purpose and can be tailored to suit your specific needs to reach ...

Besides a number of helpful FAQ's about money topics, the site includes "Ask The Money Doctor," anonline resource for consumers who are looking for guidance about personal financial matters. Qualified ...

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.

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with this certification Written By Written by Staff Money Writer, WSJ | Buy Side ...