Collectively, people spend 927 million hours a month playing casual games on Facebook. Is it possible for a website to make setting and achieving financial goals as fun, easy and even as social as ...

The idea behind a financial hierarchy of needs in retirement isn’t about rigid rules—it’s about intentionality. It offers a ...

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. As we enter 2025, it’s the perfect time to set goals and establish a ...

A new J.D. Power analysis suggests that when it comes to meeting the needs of financial advisors, the websites of many asset managers are barely scraping by. Released last week, the 2023 J.D. Power ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

Women are earning, owning and managing more wealth than ever. But they’re also working with less room for error. To discuss what this means, Comerica offers ...

PERSONAL FINANCIAL PLANNING SITES A Free Plan for the Future www.atlanticfinancial.com Investors can get a free financial plan by filling out a short online questionnaire at this site. For a thorough ...

This partnership provides Shoreline Hometown Credit Union members access to professional financial planning services to help them secure their financial future. We find people have an ideal ...

It's important to have a clear financial plan when you're considering study abroad. There are hundreds of study abroad programs available to UB students. The program fee depends on the type of program ...