The No. 1 thing to understand in the new year is your cash flow, says Gloria García Cisneros, a CFP from LourdMurray. That ...

Certified Financial Planner (CFP) Shashin Shah, Managing Director at SFMG Wealth Advisors, noted that his main financial ...

Financial planners say their clients earn passive income with online products and advertising revenue, in addition to ...

"We want to maintain the same quality of life we have now, but not get killed with the cost of it," said one LIer planning ...

A survey of wealthy Americans by Charles Schwab reveals a fascinating generational divide over how, and when, we leave money to our heirs.

Tax season is a good time to focus on what you can control, and to review your investments and map out a plan to meet your ...

Communication, shared values and consistent saving are the keys to overcoming financial stress and building long-term wealth.

What sets high-net-worth individuals apart when planning for retirement? It's not fancy investments or exclusive strategies - ...

Maybe you don't need a financial advisor if you're managing your finances with blazing colors already. Learn signs you don't ...

A financial planner provides the objectivity needed to work through the decision-making process, as well as the necessary ...

NEXT shares 11 financial planning tasks for small business owners to help them get the most out of the next calendar year.

Protect your wealth You need to protect yourself through products such as Life, Disability, and Critical/Severe Illness ...