As 2025 comes to a close, many people are beginning to set New Year’s resolutions, with financial planning ranking high for ...

I want a financial plan to feel less like a spreadsheet and more like a roadmap for the life I actually want to live. That ...

WASHINGTON, Nov. 12, 2025 /PRNewswire/ -- With just a few weeks left in 2025, the American Institute of CPAs (AICPA) advises taxpayers to take action and make year-end tax and financial planning moves ...

Wealth managers and financial planners love acronyms. From HENRYs (high earners, not rich yet) to DINKs (dual income, no kids) — acronyms are widely used to categorize demographic groups with unique ...

The stock market has been volatile, tariffs and other actions are creating uncertainty. Want a little help with financial planning? Certified Financial Planners who belong to the Long Island Chapter ...

Women face unique challenges when it comes to financial planning. They still face a gender pay gap, and they tend to save and invest at lower rates compared to men. For these reasons and more, women ...

In today’s digital age, most of your personal financial information exists somewhere online. While this can make managing your financial life much easier and more efficient, it can also put you at ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

Here are important financial planning tips for single parents. Nov. 16, 2013 — -- intro: Long-term financial planning for single parents has its challenges. "Losing a job or becoming ill can be ...