On this week's special episode of the Financial Planning Podcast, Ken Van Leeuwen talks about helping his clients pursue goals that are bigger than themselves. Van Leeuwen, the founder of Van Leeuwen ...

Mass-affluent individuals may have few financial concerns as they transition into retirement, but they frequently have concerns that have nothing to do with money. That was the finding from a ...

Corporate counsel pay close attention to how much effort their external advisers put into understanding and effectively managing their needs, survey data of nearly 29,000 in-house professionals across ...

I really like helping clients who are seeking help for life's challenges. These goals can range from reviewing life decisions to developing ways of working through trauma. Some common issues I see in ...

Stephanie McCullough is a financial planner and founder of Sofia Financial, an independent business that aims to empower women to make wise financial decisions and reduce their money stress. With the ...

My clients want to become their best selves. To work with their issues directly to enable themselves to be fully present and expressed in the world. I want clients who want to know how they themselves ...