Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.

A recent LIMRA survey revealed that consumers choosing to work with a financial professional value a holistic approach that may offer services such as debt management, budgeting, tax strategy, ...

A comprehensive financial plan provides a clear roadmap to achieve personal financial goals. Regularly reviewing and adjusting your financial plan ensures it remains aligned with changing life ...

Preparing for retirement is a key milestone in one’s financial journey, requiring thoughtful planning, strategic investing and effective asset allocation. After working for decades, the goal is to ...

My wish list for your first 100 days, Madam Mayor, boils down to these four priorities: 1) Please adopt outcome-based budgeting, an approach that was used to turn around Baltimore after the Great ...

What Is Cash Flow-Based Financial Planning? Cash flow and income are two terms often used interchangeably, yet they serve different functions in financial planning. Income represents the earnings a ...

I completed a regulatory continuing education program today and the topic of diminished capacity was a significant component of the program. What is diminished capacity? It is an assessment of the ...

Money can be an emotional subject for couples. Without a shared understanding and commitment to financial goals, partners may find themselves arguing more and even resenting each other. “Money ...

Derrick Kinney, who spent years as a personal financial advisor to hundreds of clients, is now taking a different approach to financial prosperity. More specifically, he aims to democratize the ...