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

We’ve made ourselves, and/or our solutions, the main character in the narrative of our client’s financial planning, rather ...

The many technical skills and professional requirements get most of the attention. But experts say a transition also requires ...

Looking for help managing your money? It may be time to hire a financial advisor. Figuring out how to choose a financial ...

Insurance, emergency savings and estate planning documents are among the topics advisors should consider reviewing with ...

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

Getting clients to talk about their values can drive better understanding and fulfilling outcomes. Articulating your value ...

The Barron’s Top 100 advisor explains how he overcame a life-threatening health condition to create a 3,700-client wealth ...

The couple want to free up $5,000 to $8,000 a year mainly for travel, and to help pay for their children’s higher education ...

Unfortunately, what you actually need will only be known with the passage of time. The exact number relies, of course, on ...

Ask anyone what they want to achieve when setting goals at the beginning of a year, and at least one of those goals is likely ...

To unlock your prosperity potential, focus on a few key players in your chart. These planets are like the VIPs of your ...