The biggest misconception people have about estate planning is that “they are not that old, and can do it later,” say almost half of advisors in a recent Key Private Bank Advisor Poll on estate ...

Juan Carlos Rosario is a CFP® and President of Apex Financial Services Group, an independent financial services firm based in California. When you hear about estate plans, wills or trusts, they are ...

While mass affluent individuals are confident about how prepared they are for retirement, a recent report from Prudential Financial Inc. shows there’s still more work ahead to ensure a lifetime, ...

Navigating everyday expenses and retirement is important at every stage in life and it's very beneficial to start as soon as you can. At a young age you want to start planning for retirement, starting ...

Successful companies go through a variety of business cycles. Unfortunately, many in leadership positions don’t plan for those stages and aren’t properly capitalized when a transition occurs. “Without ...

Andrew Crowell, Financial Advisor and Vice Chairman of Wealth Management at D.A. Davidson, shares what estate planning is and what investors should understand about it. Crowell also shares other ...

The following is an excerpt of a blog post reprinted with permission from AchieveIt.Last week, in the first of this two-part blog, we discussed the need for and purpose of mission statements, which ...

One of the reasons I wanted to join the Roaring Fork Schools was because of its strong strategic plan and mission statement. I believe in the work the community outlined through a strategic planning ...

Virtually everyone who leads a financial planning firm or practice will admit to engaging in an annual business planning process, and, unfortunately, the percentage who compare their actual results to ...