PHOENIX — Having a financial plan in order plays a critical role in how long a person’s savings plan can last. And it could potentially be passed from generation to generation. Getting taxes, ...

Financial planning is not just a numbers game: Today’s most effective financial advisors recognize that success with clients could lie at the intersection of emotional intelligence, often called EQ, ...

Having worked closely with business leaders and investors, I’ve seen how retirement planning is often shaped more by perception than reality. Despite longer life expectancies and rising healthcare ...

When I first started as a financial advisor, I thought I’d be doing one thing: helping people manage their money. I pictured myself sitting with clients, discussing savings, investments, and ...

If you are looking for professional help with your money, it helps to know the difference between a financial counselor and a ...

What Is Financial Plan Implementation? Financial plan implementation is the process of putting into action the strategies and steps outlined in a financial plan to achieve specific financial goals. It ...

David Kelley is the CFO at Diesel Laptops, a top provider of diagnostic solutions and repair information for the commercial truck industry. Today’s CFOs are far removed from the “bean counters” of ...

Plan sponsors are increasingly turning to advisors to help them navigate a complex retirement landscape, according to Fidelity Investments’ latest Plan Sponsor Attitudes Study. The annual survey, now ...

Automation and artificial intelligence (AI) are accelerating the evolution of leadership responsibilities in the finance department, with cascading consequences for roles down the line. CFOs are ...

In today’s competitive construction industry, accurate cost estimation plays a critical role in the successful planning and ...

This day-long activity plan includes CFP Board's "Financial Planning Superhero Kickoff," a kid-friendly introduction to the role of financial planners as superheroes, who use their Listening Power, ...