Financial planning is any type of strategizing around the monetary aspects of your financial life. These areas range from the basics — such as budgeting, saving and paying off debt — to more complex ...

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb discusses the importance of optimizing risk level in a financial plan. Learn more at ...

Navigating Medicare can be a complex task for retirees, and accountants play a crucial role in guiding their clients through this essential aspect of retirement planning. This article aims to provide ...

Starting a new life together brings excitement and new responsibilities, making financial planning for newly married couples an essential step. This phase is the perfect opportunity to align your ...

Financial planning for widows and widowers is a process of evaluating their current financial situation and developing a plan to ensure their future financial security. This process takes into account ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to managing money, most people have the best intentions—but ...

Estate Planning Basics To handle your client's financial affairs after his death, estate documents and compliance with state law are required. As a broker, the basic estate planning problem to look ...

Estate planning and financial literacy should go hand in hand. Yet, in the U.S., we have a fundamental problem: Financial education is largely missing from our school systems. We don’t teach our kids ...

Millionaires face distinct financial challenges that require specialized strategies beyond basic money management. Financial planning for millionaires encompasses investment portfolio diversification, ...

No matter their age, everyone can benefit from financial education. Clients need context to better understand how our financial plan recommendations can help them reach their goals. Just as every plan ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...